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          Deploy Asset Finance Management for Customers to Experience Cloud Site

          Deploy Asset Finance Management for Customers to Experience Cloud Site

          Make your Asset Finance Management for Customers agent available to customers directly on your Experience Cloud site. Configure chat and routing settings to handle incoming inquiries, and use a deployment to embed the messaging experience for your customers.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
          User Permissions Needed

          To create and edit a flow:

          Manage Flow permission

          To customize an Experience Cloud site:

          Be a member of the site AND Create and Set Up Experiences

          OR

          Be a member of the site AND View Setup and Configuration AND be an experience admin, publisher, or builder in that site

          Prerequisites:

          1. Create Routing Configurations for the queues.
          2. Create a Service Channel for Enhanced Chat
          3. Create a fallback queue to receive any messaging sessions that the associated flow can’t route. Add Messaging Session as the supported object and the Routing Configuration that you created previously.
          4. Create an Omni-Channel flow that routes conversations to your agent. To route conversations for authenticated users, select the agent created by using the Asset Finance Management for Customers agent template.
          5. Create an Enhanced Chat channel and deployment.
          6. Configure an Enhanced Web Chat Deployment in an Experience Builder site.
           
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