Connect your agent to the chat component using a prebuilt flow template. This flow contains the logic for session creation, conversation handoffs, and user verification.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Chat with the Einstein for Service, Einstein Platform, Community, Community Plus, or Agentforce for Service add-on |
| Available in: LWR and Aura |
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow. The Flow Builder opens.
- Select Record-Triggered Flow, then click Create.
- From the Flow Templates pane, search and, then select Agentforce Attach.
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Review and customize the flow if needed.
In most cases, the default logic is sufficient, but you can adjust the triggers or the decision logic.
- Click Save As, name the flow, and click Activate.
- Return to Experience Builder, and confirm that the agent is mapped to the Enhanced Chat component.
- Click Publish to deploy the site changes.