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          Understanding Messaging Sessions and Service Appointments in the New Agentforce Builder

          Understanding Messaging Sessions and Service Appointments in the New Agentforce Builder

          Learn about how engagement topics connect between messaging sessions and service appointments.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.

          The Messaging Session object holds a conversation between an agent and a customer.

          The Engagement Topic object connects the messaging session that holds the conversation to a service appointment.

          In Service, to get from a messaging session in Omni Supervisor or from the Omni-Channel component to its associated service appointment, you must add an Engagement Topic component to the Messaging Session object’s page layout. See Manage Threshold Monitoring for Field Service Asset Attributes.

          In Field Service, by default, you can get to Engagement Topics from the service appointment’s related lists.

          Engagement Topics related list on the Service Appointment object
          Note
          Note If you customize the actions used by the agent and don’t use Engagement Topics in your solution, for example, if you’re not scheduling service appointments, you can’t see these conversations in the Agentforce Scheduling Supervisor View. However, you're still able to view them in Omni Supervisor and the Omni-Channel component.
           
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          Salesforce Help | Article