Deploy the Student Success Chatbot

Test the Student Success Chatbot

Thoroughly test the chatbot before activating it in your messaging channel or Experience Cloud site. Here are some tips on how to test the chatbot.

• Create records for a test student, including Contact, Success Plan, and Task records.

• Update the mobile phone number on the Contact record to a phone you have access to.

• Assign Tasks to the Contact record, including Tasks that are completed and in-progress.

• On the test student's Contact record, set the Bot Messaging Advanced Notice as 1 day. Then, change the preference through the chatbot.

• Engage with the chatbot via SMS as the test student's Contact record. Use the quick action for the Contact to send an outbound text, inviting the student to engage with the bot. This means that you don't need to wait for the scheduled flow to run.

Test an Experience Cloud site by using a sandbox environment or a private website.

Note If text messages fail to send, make sure none of your test users have open messaging sessions. Click and search for and select Messaging Sessions. End any open Messaging sessions in the list.

Add the Chatbot to Your Experience Cloud Site

Add the Student Success chatbot to your Experience Cloud site, which includes updating the site's security and privacy settings.

1. From Setup, search for and then select All Sites.

2. Click Builder next to the site in which you plan to deploy the chatbot.

3. Update the site's security and privacy.

   1. To open the site's Settings page, from Experience Builder, click and then click Security & Privacy.

   2. In the Content Security Policy (CSP) section, set the Security Level as Relaxed CSP and then click Allow.

   3. In the Trusted Sites for Scripts section, click Add Trusted Site and enter these details.

      • Name: Student Success Chatbot

      • URL: Enter a part of your Chat API Endpoint (from the Chat Settings page), omitting /chat/rest/ from the URL. For example, https://x.xxx-xxxx-xxx.salesforceliveagent.com

      • Active: Selected

   4. Click Add Site.

   5. Close the Settings page.

4. Add and configure the chat component on the site.

   1. To open the Components panel, click and then search for Embedded Service Chat.

   2. Drag the Embedded Service Chat component to the Template Footer region of your site's home page.

   3. In the Embedded Service Chat properties pane, verify these settings.

      • Chat Deployment: Student_Success_Chatbot

      • Display chat button: Selected

      • Pre-chat fields: select as Inactive.

      • Button Label: Chat with Student Support

   4. Close the properties pane.

5. When your site is ready to go live, click Publish and then click Got It.

Add the Chatbot to Your Messaging Channel

To add the Student Success chatbot to a messaging channel, use the Set Up Messaging guided setup flow and then deploy the chatbot to the channel.

See Set Up Messaging with a Guided Setup Flow and Deploy Your Bot to Your Channels in Salesforce Help.