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Troubleshoot Buyer Engagement Setup

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Troubleshoot Buyer Engagement Setup

Resolve common issues with setting up the Buyer Engagement agent.

Issue Resolution
When you’re building an agent in guided configuration, Preview Agent doesn’t show the personalized greeting because the selected record isn’t linked to a unified profile with engagement data.

To preview the personalized greeting, select a record connected to a Unified Individual with existing engagement data in your Data Graph. To find a record that meets these requirements, follow these steps:

  • In Data Cloud, go to Data Explorer and view the records for your data graph. Learn how in Salesforce Help.
  • Select a Unified Individual who has engaged with the Data Graph. The Last Engagement Time column has a value for that row.
  • Look up the record that’s associated with the Unified Individual by searching the first name and last name.
 
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