What's my plan?
Add-on AI agents - Advanced

Everyone likes having an experience that is visually appealing and easy for visitors to use, however, rich messaging, such as buttons and carousels, is not supported by Salesforce natively.

We believe the user experience is so important that we have created our own plug-in and scripts for you. By installing our plug-in (please reach out to your CSM to request the plug-in) you can leverage these dynamic designs as rich messages in your dialogue flows. This can then be implemented within your Salesforce embedded chat experience.

Check out the video below for an overview of what you can expect.

The customizations this unlocks include;

  • Buttons
  • Carousels
  • HTML

These capabilities are also customizable to your brand so they can match your brand's look and feel.
In this article, we will introduce you to what the components in the plug-in can look like,

Reach out to your CSM - they can support you with setting this up with the extension and a tutorial if you wish to utilize it.

Buttons

Buttons were already available with Salesforce, so what's the difference with ours?

They are customizable and can be formatted to suit your brand and the experience you want to design. Take a look at the different possibilities below.

Type Visual Example
Default Vertical Screenshot_2023-01-24_at_09.50.30.png
Horizontal Binary Buttons Screenshot_2023-01-24_at_09.52.37.png
Horizontal Row Buttons Screenshot_2023-01-24_at_09.50.42.png
CSAT - Stars Screenshot_2023-01-24_at_13.26.23.png
CSAT - Emojis Screenshot_2023-01-24_at_13.26.34.png

Carousels

Carousels allow you to display more content in a visual manner with the visitor being able to choose the respective option that is relevant to them, but they are larger, more dynamic, and visual compared to buttons.
Below you can find the versions we unlock with our plug-in. 

Type Visual Example
Default Carousel Screenshot_2023-01-24_at_10.09.15.png
Wide and Dark Carousel Screenshot_2023-01-24_at_10.11.33.png
Imageless, formatted offer-style Carousel Screenshot_2023-01-24_at_10.10.11.png

HTML Examples

In case the options we covered thus far aren't enough, we've got you covered with being able to convert HTML into really cool messages as well as just transforming text. 

Type Visual Example
External Link Button

Screenshot_2023-01-24_at_13.33.33.png

Embedded Media Screenshot_2023-01-24_at_13.32.20.png
Full-Width Button Screenshot_2023-01-24_at_13.32.35.png
Information Box with Buttons Screenshot_2023-01-24_at_13.31.46.png

If these options have piqued your interest - get in touch with your CSM today to assist you in activating this simple plug-in. 

All you need is a Salesforce admin and between 10-20 minutes of their time. 

You can then customize this experience to completely make it your own with the colors and look and feel that is specific to your brand.

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