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Displaying options in Agentforce chat

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Understanding the Requirements

To achieve this functionality, you need to create a messaging component that includes a list of options. However, simply creating a messaging component is not enough, as it may not be visible in the start conversations lookup field in the messaging settings for enhanced chat.

Setup and Configuration

To make the messaging component visible, you need to ensure that it is properly configured and set up. This may involve creating a lightning component that shows the list of options and making it available in the start conversations lookup field.

Once the messaging component is set up, you can use it to display a list of options to the customer at the start of the conversation. The customer’s selection can then be used to determine the agent’s actions.

The root cause of the issue is the lack of proper setup and configuration of the messaging component, which prevents it from being visible in the start conversations lookup field.

Step-by-Step Solution

To display a list of options in Agentforce chat, follow these steps:

messaging-component-setup.js

// Create a messaging component with a list of options
const messagingComponent = {
  type: 'list',
  options: [
    { label: 'Option 1', value: 'option1' },
    { label: 'Option 2', value: 'option2' }
  ]
};

// Make the messaging component visible in the start conversations lookup field
const startConversationsLookupField = {
  type: 'lookup',
  field: 'messagingComponent'
};

Best Practices and Next Steps

When implementing this solution, keep in mind the following best practices and next steps:

Checklist

  • Ensure proper setup and configuration of the messaging component
  • Make the messaging component visible in the start conversations lookup field
  • Use the customer’s selection to determine the agent’s actions
  • Test and refine the solution as needed
  • Consider using lightning components to enhance the functionality

Additionally, consider the following frequently asked questions:

What is the purpose of the messaging component?

The messaging component is used to display a list of options to the customer at the start of the conversation.

How do I make the messaging component visible in the start conversations lookup field?

You need to ensure that the messaging component is properly configured and set up, and then make it available in the start conversations lookup field.

Can I use lightning components to enhance the functionality?

Yes, you can use lightning components to enhance the functionality of the messaging component and provide a more seamless experience for the customer.

What are the best practices for implementing this solution?

Ensure proper setup and configuration, make the messaging component visible in the start conversations lookup field, use the customer’s selection to determine the agent’s actions, test and refine the solution as needed, and consider using lightning components to enhance the functionality.

Genetrix Technology · Salesforce Marketing Cloud Partner

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Genetrix builds and untangles Salesforce Marketing Cloud and Agentforce setups for teams that want it done right the first time. If anything in this post sounds familiar, talk to us before it ships.

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