The integration of Salesforce Agentforce within RELAYTO provides Enterprise clients with advanced capabilities for managing audience interactions and delivering highly personalized content experiences. By utilizing Salesforce Agentforce, you can seamlessly replace RELAYTO AI content chat, ensuring consistent, contextually relevant, and accurate responses for your users.
- Enhanced customer engagement: Salesforce Agentforce enables more effective, personalized interactions with your audience, leading to improved engagement and satisfaction.
- Operational efficiency: Automate routine content interactions, reducing response times and allowing your team to focus on strategic initiatives and high-value interactions.
- Unified user experience: Leverage Salesforce’s powerful conversational AI directly within RELAYTO to maintain a cohesive and familiar user experience aligned with your sales, marketing, and service workflows.
- Scalable -personalization: Deliver tailored content experiences at scale, ensuring that every audience interaction is meaningful and relevant.
To enable Salesforce Agentforce in your RELAYTO environment, please reach out to your account manager.
Embed Agentforce in RELAYTO
After you have created your AgentForce instance, you need to configure it to be able to embed within the RELAYTO environment. Please follow this guide to get the embed code.
1. Create embedded service deployment
Let’s create an Embedded Service deployment (Setup—Embedded Service Deployment) that will utilize the messaging channel connected to the Agent. Basically, it is a link between the customer-facing chat and your Agent.
Create Embedded Service Deployment for Salesforce Service Agent, image source: Trailhead
2. Add RELAYTO domain
You must specify your RELAYTO instance domain where the interaction will take place and the messaging channel created earlier in step 1.
Create Embedded Service deployment for Salesforce Service Agent, image source: Trailhead
For reference, here’s where you can find your domains for Embedded Service Deployment (Setup—All Sites):
Domains for Embedded Service Deployment Salesforce, image source: Trailhead
3. Get code snippet
From this screen, click Code Snippet and send this Code Snippet information to your RELAYTO account manager. Our team will activate the AgentForce on your RELAYTO instance.
In the next step,
Salesforce Embedded Service Deployment, image source: Trailhead
4. Publish
You are ready to Publish the Web Deployment. On this screen, you can review the settings and branding features if you have any, as well as pre-chat forms in case you ask for a name or other info before chatting. Hit the Publish button every time you make a change. Keep in mind that it might take up to 10 minutes to apply your changes
Salesforce Embedded Service Deployment, image source: Trailhead