Configure a delivery channel for Virtual Agent notification

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Configure a delivery channel for Virtual Agent notifications by specifying the messaging channel information to send notifications to users.

    Before you begin

    Ensure that a messaging channel is configured in your instance. Virtual Agent admins can only select one or more chat channels for the notification from the list of chat channels associated with the instance.

    Role required: virtual_agent_admin

    About this task

    Use the delivery channel to support multiple channels for the same notification content. The procedure to configure delivery channels depends on the channel type. There are two notification channel types: Messaging channels and chat channels. For more information about channels, see Channels in Conversational Interfaces.

    Delivery channels are also part of multiple active conversations in Virtual Agent. See Route Virtual Agent NLU notifications through multiple portals for more information.

    Procedure

    1. Navigate to All > System Notification > Provider > Notifications.
    2. Select the notification for which you want to define or update content.
    3. In the notification Contents related list, open the notification content.
    4. Follow the procedure according to the channel type for the notification that you're configuring.
      • To update delivery channels for messaging content, select New in the Delivery Channels related list.
      • To update delivery channels for chat content, select the Add/Remove multiple option in the Delivery Channels related list.

        The Add/Remove multiple icon is highlighted next to Delivery channels on the Channels tab.

        Use the arrows to add or remove specific delivery channels from your Selected Delivery Channels list. When you've defined all applicable delivery channels, select Save.

        Note:
        If no specific chat channel is defined, notifications are triggered to all available chat channels by default. Virtual Agent admins can modify the chat channels associated with a notification at any time.
    5. On the form, fill in the fields.
      Table 1. Delivery channel form
      Field Description
      Notification Content Reference of the notification content pre-populates for the delivery channel.
      Active Option to activate the delivery channel.
      Connection Connection record for the messaging channel configured in the instance.
      Send From Provider application for the selected messaging channel.
      Send To (Table) Name of the table that you want to send the notifications to.
      Send To (Field) Name of the field that you want to send the notifications to. This field is optional.
    6. Select Submit (new notification records) or Update (existing notification records).