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Experience Cloud
Connect Your Agent Using a Flow

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Connect Your Agent Using a Flow

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
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow. The Flow Builder opens.
  3. Select Record-Triggered Flow, then click Create.
  4. From the Flow Templates pane, search and, then select Agentforce Attach.
  5. 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.
  6. Click Save As, name the flow, and click Activate.
  7. Return to Experience Builder, and confirm that the agent is mapped to the Enhanced Chat component.
  8. Click Publish to deploy the site changes.
 
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