Define the proactive experience for your users. By configuring Suggestion Themes and the Concierge Sidebar, you provide users with "one-click" actions that trigger specific agent topics immediately, reducing the need for typing.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited editions for an additional cost. To purchase, contact your Salesforce account executive. |
| Available in: Aura Experience Cloud sites that use Build Your Own Template |
| Available in: LWR Experience Cloud sites that use Build Your Own Template |
| User Permissions Needed | |
|---|---|
| To Configure Sidebar | Create and Set Up Experiences |
| To Configure Conversation History |
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The Concierge Sidebar provides a personalized Resume Chat experience for authenticated users. It categorizes recommendations into suggestion themes to help users find relevant actions quickly.
- From Setup, enter Digital Experiences and select All Sites.
- Locate your site and click Builder.
- Click the Components icon in the top-left sidebar.
- Drag the Concierge Sidebar component onto your canvas from the Components panel.
- Click the Concierge Sidebar component on your Page structure to open its properties.
- Enter a Sidebar Title. If you leave this blank, the title defaults to the username or Guest Portal.
- In the Home Page property field, select Concierge Home Page.
- In the Chat Page property field, select Concierge Chat Page.
- To show previous messages for authenticated users, select Show Conversation History.
- To show shortcuts for common tasks, select Show Suggestion Themes.
- Select a value for Max Suggestion Themes to determine the number of recommendation categories that appear.
- Save your work and select Publish.