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Ownership of records created by Einstein Bot

Publiseringsdato: Dec 7, 2022
Beskrivelse

When a chat is initiated from an Einstein Bot, Pre-Chat records (like Case) will get automatically created and owned by the Automated Process user. 
This is expected behavior as the Bot will run as the Automated Process user.

For Chat Transcript, the initial owner will be the queue (as per button configuration) while the visitor is still interacting with chatbot. If the chat is ended before transferring to an agent, then the chat transcript owner changes to Automated process

In case the visitor transfer the Bot to an Agent, this will change the ownership of the Chat Transcript to the agent. Even if the owner rejects the chat or pushed time out, the transcript owner will remain the agent unless it routes to another agent in which case the ownership changes to the new agent. The related Case and Contact records will remain under the Automated Process user. 

Løsning

This is working as designed.

When the Case record is created, the owner is automatically set as Automated Process user in this scenario, and even if the Chat is transferred to another agent, no standard functionality will automatically transfer the ownership of the Case record to another agent. Administrators can explore APEX code as a solution to customize this behavior.


Related Articles: 
Case Ownership does not change when Chat is transferred to another agent
 

Knowledge-artikkelnummer

000390440

 
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Salesforce Help | Article