It's possible to send live chat and Chat AI transcripts to Salesforce via the 'Create Task' node
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Christine Kelly
Taylor Jennings - is this released for all transcripts or just if someone joins the conversation?
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Taylor Jennings
Christine Kelly: Yes - there is one node called 'Create Task with Conversation Transcript', that can be used on live chat as well as chat AI paths. Some more information from our release notes:
Requirements
The node needs an identified Salesforce record to create the task against. Make sure the journey has a Send Data Field node (to capture the visitor's email) and an Update or Create Record node earlier in the path.
One thing to note
For Chat AI-only conversations, the transcript is created once the session ends. The session timeout is currently hardcoded to 30 minutes of inactivity – an update is coming shortly to honor the delay timer configured on the node itself.
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Christine Kelly
Taylor Jennings I am getting this error that won't let me add it. I have the create or update in there but still not seeing it populate - let me know what I am missing.
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Taylor Jennings
Christine Kelly: I just started an email thread between you, me, and our support team to get it resolved
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Taylor Jennings
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It's possible to send live chat and Chat AI transcripts to Salesforce via the 'Create Task' node
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