Service Channels

Service channels allow you to convert Salesforce objects into jobs. The omnichannel routes these operations to the user.

Creating a Service Channel

  • > [Setup] >Quick Find > [Service Channels] > [New]

  • Enter each items value > [Save]

Service Channel Items

Item
Description
Essential

Service Channel Name

Name of the service channel.

Enter 'SimplyChat'

Developer Name

The API name of the service channel.

If you enter the Service Channel Name, it is automatically entered and 'SimplyChat'.

Salesforce Object

Set the object to switch to the task.

Select 'Chat Session'.

Custom Console Footer Component

Sets the components that will be displayed on the screen when the user accepts the action.

Minimize the Omni-Channel widget when work is accepted

When the user accepts the action, the omnichannel widget is automatically minimized.

Automatically accept work requests

It is assigned automatically without the need for the user to accept the task manually.

Override agent's audio settings

Select the notification tone that is output when the job is routed to the user.

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