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            Create a Service Channel for Your Sales Prospecting Bot

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            Create a Service Channel for Your Sales Prospecting Bot

            Set up a service channel for your sales prospecting bot that turns your incoming prospects into Lead work records. That way, Omni-Channel can route your bot’s leads to sales 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
            1. From Setup, in the Quick Find box, enter Service Channels, select Service Channels, and then click New.
            2. For the Service Channel Name field, enter Leads.
            3. For the Salesforce Object field, select Lead.
            4. Specify the remaining settings for your service channel and save your changes.

            See Also

             
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