My sales agent is taking the first turn of every inbound chat, but I want a clean way for it to flag complex deals and pull in a human AE without losing context. Has anyone wired this up with Omni-Channel routing yet?
Accepted answer
MI
Mia Iyer
Senior Architect · Salesforce MVP · 1 hr ago
Capacity model + a custom skill for 'AE-routable-deal' is what's worked for us. We don't keep the agent in the conversation mid-stream — it posts a structured handoff summary as the first message in the new conversation, and the AE picks it up cold with the full context attached. Cleaner than 'silent watching'.