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            Deploy Banking Service Customer Assistance to Experience Cloud Site

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Deploy Banking Service Customer Assistance to Experience Cloud Site

            Make your Banking Service Customer Assistance agent available to customers directly on your Experience Cloud site. Configure chat and routing settings to handle incoming inquiries, and use a deployment to embed the messaging experience for your customers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create and edit a flow: Manage Flow permission
            To customize an Experience Cloud site:

            Be a member of the site AND Create and Set Up Experiences

            OR

            Be a member of the site AND View Setup and Configuration AND be an experience admin, publisher, or builder in that site

            Prerequisites:

            1. Create Routing Configurations for the queues.
            2. Create a Service Channel for Enhanced Chat.
            3. Create a fallback queue to receive any messaging sessions that the associated flow can’t route. Add Messaging Session as the supported object and the Routing Configuration that you created previously.
            4. Create an Omni-Channel flow that routes conversations to your agent. To route conversations for authenticated users, select the agent created by using the Banking Service Customer Assistance agent template.
            5. Create an Enhanced Chat channel and deployment.
              When you create an Enhanced Chat messaging channel, a new embedded service deployment gets created automatically.
            6. Configure an Enhanced Web Chat Deployment in an Experience Builder site.
             
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