Help your partner users accelerate their sales cycle with the Revenue Quote Management agent template. By connecting the Agentforce Employee agent to their site by using Embedded Messaging, partners gain access to powerful, advanced quoting agent actions.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Agentforce Employee Agent and the Partner Community add-on licenses.
How: Set up Embedded Messaging in your Experience Cloud partner site. Route chats to the Revenue Quote Management agent by using an Omni-Channel flow, and add the embedded messaging component to the partner site so that partners can chat with the agent directly from the portal.