Create a Messaging channel for incoming calls that need to be transferred to the
Agentforce agent. In the channel, map the SIP address to the inbound Omni-Channel flow. When an
incoming call is transferred using this 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 Channel for Agentforce Voice step on the Agentforce Voice Setup page, click
Add.
Enter the name and developer name of the channel.
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.
Don't select the escalation flow.
Click Save.
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,
in the Public Key field, enter an unexpired certificate. Without it, 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.
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