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Salesforce Personalization
Set Up Agent Engagement Tracking

Set Up Agent Engagement Tracking

To capture agent interactions and send them to Data 360 to further enrich profiles, configure event listeners. Agent engagement events track conversations, messages, and user actions. These events flow to Data 360 and update customer profiles for improved, future personalization.

Because these steps are technical, we recommend contacting your Salesforce account executive for assistance.

The following Enhanced Chat events are tracked by default.

Event Listener Description
Conversation Started onEmbeddedMessagingConversationStarted Customer begins a conversation
Conversation Closed onEmbeddedMessagingConversationClosed Conversation ends
Agent Ready onEmbeddedMessagingReady Agent component initializes
Message Sent onEmbeddedMessageSent Customer sends a message
Message Click onEmbeddedMessageClick Customer clicks a link in a message
Transfer Requested onEmbeddedMessagingConversationRouted Conversation routes to a human agent
  1. To connect web sessions to customer profiles, access your website's embedded messaging script, and then add Individual_Id as a prechat field.
    window.addEventListener("onEmbeddedMessagingReady", () => {
        const chatIndividualId = SalesforceInteractions.getAnonymousId();
        embeddedservice_bootstrap.prechatAPI.setHiddenPrechatFields({
            "Individual_Id": chatIndividualId
        });
    });
  2. To capture agent engagement events and send them to Data 360, access your website's embedded messaging script, and then add the following event listener code.
    function addMiawEventListeners(eventListenerName, interactionName, eventType, attributes) {
        window.addEventListener(eventListenerName, (event) => {
            SalesforceInteractions.sendEvent({
                interaction: {
                    name: interactionName,
                    eventType: eventType,
                    attributes: attributes
                }
            })
        })
    }
    
    var attributes = {
        embeddedServiceDeployment: 'Your_Deployment_Name',
        conversationId: event.detail.conversationId
    }
    
    addMiawEventListeners('onEmbeddedMessagingButtonClicked', 'agent-click', 'agentEngagement', attributes)
    addMiawEventListeners('onEmbeddedMessagingConversationStarted', 'agent-conversation-started', 'agentEngagement', attributes)
    addMiawEventListeners('onEmbeddedMessagingConversationClosed', 'agent-conversation-closed', 'agentEngagement', attributes)
    addMiawEventListeners('onEmbeddedMessagingReady', 'agent-ready', 'agentEngagement', attributes)
    addMiawEventListeners('onEmbeddedMessageSent', 'agent-message-sent', 'agentEngagement', attributes)
    addMiawEventListeners('onEmbeddedMessageClick', 'agent-message-click', 'agentEngagement', attributes)
 
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