Connect Salesforce and let your agent create a case when it needs to escalate a visitor to your team.
What's New
- Salesforce connection - Connect production or sandbox Salesforce environments
- Case creation - Send human handoffs into Salesforce
- Conversation context - Give your team the visitor's request and recent chat details
Get Started
- Open Actions > Integrations and connect Salesforce
- Add an Escalate to human action
- Choose Salesforce as the destination and save