routing-inbound-messaging-to-agentforce-agent

Installation
SKILL.md

Routing Inbound Messaging to an Agentforce Agent

What this skill is for

When a customer opens an In-App or Web messaging widget and starts a chat, Salesforce creates a MessagingSession and invokes the channel's session-handler flow to decide where the conversation goes. This skill builds the whole inbound path so a new chat lands on an Agentforce (ASA) agent:

Customer opens web/in-app chat  (fills pre-chat form: Phone, First, Last)
   → MessagingChannel (EmbeddedMessaging)  invokes its sessionHandlerFlow
      → RoutingFlow  (recordId = MessagingSession Id, CustomerPhone = pre-chat phone)
           Get MessagingSession → findMatchingIndividuals(phone) → Get Contact
           → Update MessagingEndUser.ContactId  (links the caller)
           → routeWork(routingType=Copilot → BotDefinition)   ← hands to the agent
   → EmbeddedServiceConfig  (the deployment/snippet the site embeds)

Two artifacts you (Claude) deploy by metadata, plus one artifact a human must build by hand in the Setup UI — Claude/the AI cannot create it end to end:

Installs
1
First Seen
6 days ago