function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
DavidCapturDavidCaptur 

Have Salesforce ChatBot Integrate with Portal Logged in Credentials

Hello,

We've recently successfully launched Salesforce Chat & ChatBot for our Org ID, and we're using the Pre-chat page to capture contact details of the customers. However, in some cases the customer is already known, in that they're logged in to our Portal, and we know their name, own accounts, services, etc.

My question: Is there any way to somehow past at least one detail from the logged in Portal session to the ChatBot, so that the Pre-chat page can be skipped and the customer is immediately treated as a known customer by the Bot, harmonising the experience. I am open to any / all possibilities, and I'm curios if others have had this need or even attempted it.

 

Kind Regards,
David