Create a Messaging channel for incoming calls that need to be transferred to the
Agentforce agent. In the channel, map the procured PSTN phone number or SIP address to the inbound
Omni-Channel flow. When an incoming call is transferred using this number or address, Omni-Channel
uses the Omni-Channel flow to transfer the call to the agent assigned to the channel.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Foundations or Agentforce 1 Editions, and Salesforce Voice add-ons.
From Setup, in the Quick Find box, enter Agentforce Voice, then
select Agentforce Voice Setup.
In the Voice Channels with Agents section of the Agentforce Voice Setup page, click
New Channel.
Enter the name and developer name of the channel.
For PSTN, select Use a phone number and then select the phone number
for the channel.
For SIP, select Use a SIP address and then enter the SIP address
that routes incoming calls to the agent.
Although the SIP address is not an actual phone number, the value must be in the E.164
phone number format. You must use this same SIP address in the To User key of the telephony
provider’s inbound flow.
Under Call Routing, select the Omni-Channel flow that routes inbound calls to the agent.
The Channels tab in the Agentforce Voice Setup page shows the channels that are
added. A newly added channel can take a couple of minutes to appear in this tab.
In the Channels tab, click the channel name.
If you aren’t a Salesforce Voice with Telephony Providers customer, edit the channel and
enter the public key. If you don’t enter the public key, Omni-Channel will not route the calls
to the voice-enabled agent.
After you create an agent, configure calls to be transferred to the agent, and configure calls
with an agent to be escalated to a rep, it’s time to activate your agent.
Note If you call the procured phone number when the agent is deactivated, the agent
doesn’t pick up the call. You just hear music.
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