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            Set Up a Flow to Send Payment Requests in Messaging Sessions

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            Set Up a Flow to Send Payment Requests in Messaging Sessions

            Create Apex classes and a screen flow that service reps can run to send payment messaging components to customers in messaging sessions. The flow executes the Apex classes and passes the transaction details into the payment messaging component. 

            Required Editions

            View supported editions.
            Checkmark This article applies to: Enhanced Apple Messages for Business channels
            X icon This article doesn’t apply to: Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced WhatsApp, Standard and Enhanced Facebook Messenger, Standard and Enhanced SMS, Enhanced LINE, and Bring Your Own Channel
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To create or edit a console app:

            Customize Application

            AND View Setup and Configuration

            1. Go to the Apex Classes page in Setup.
            2. Create a series of Apex classes that determine the content of payment requests using your own product information. For reference documentation, see RichMessaging Namespace.
            3. In Flow Builder, create a screen flow that service reps can run to send a payment messaging component to customers in messaging sessions.
            4. Add the flow to the Messaging Session page layout so service reps can run it during messaging sessions. See Add Messaging to the Service Console.
            5. Send the component in enhanced Apple Messages for Business channels.
              1. During an active messaging session, in the Service Console, find the Flow component that’s linked to the question with options.
              2. Run the flow that’s linked to your payment component. The admin configures the flow’s steps, start button label, and location, so it may look different from our example.
                FLow component showing a messaging component
              3. Insert the message and finish the flow.
                A placeholder appears below the message field. No preview of the component is available.
              4. Click Send in the message field. The component is sent to the customer and appears in the conversation transcript.
                Conversation transcript showing a payment component
              5. If a message indicates that the payment was not successful, service reps can try again by resending the payment component. Payment requests expire after 5 minutes.
            Example
            Example

            In this example flow, after a starting screen prompts the service rep to click Next, three Apex actions execute the payment line items, shipping methods, and payment totals Apex classes. A final screen inserts the payment messaging component into the message body to be sent by the rep.

            Sample flow
             
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