Create a Presence Configuration for Your Sales Prospecting Bot
Use a presence configuration to limit how much work a sales rep can take on. That way,
incoming leads from your sales prospecting bot’s are evenly distributed to your reps. You can set
up multiple configurations for different groups of reps.
Required Editions
Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
User Permissions Needed
To set up Omni-Channel:
Customize Application
From Setup, in the Quick Find box, enter Presence Configurations,
select Presence Configurations, and then click
New.
For the Presence Configuration Name field, enter
Leads.
Indicate the maximum units of work a sales rep can take on. If you set the Units
of Capacity field to 1 in your routing configuration, each
work item is 1 unit.
To automatically accept work assignments that are pushed to a sales rep, select
Automatically Accept Requests.
Specify the remaining settings for your presence configuration.
Save your changes. To add more presence configurations, repeat the steps.
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