Enable Virtual Agent for Sourcing and Procurement Operations

Enable Virtual Agent for Sourcing and Procurement Operations to start chatting with the Virtual Agent.

始める前に

Role required: admin, virtual_agent_admin

The base system provides predefined Virtual Agent topics (chatbot conversations). To customize, duplicate, and edit a topic, see Virtual Agent Designer

手順

1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
2. In the Category field, select PSM Virtual Agent Topics.
3. In the Type field, select Topics.
4. Select any topic to open it and view the conversation flow.
   • To use the topic in a conversation with no changes, select Publish.
   • To test the active, published conversation topic, select Test.
   • To duplicate the topic so you can customize it, select Duplicate. Enter a name for the duplicate topic and select Save.
   注:

   It is recommended that you use the conversation flow as delivered for optimum results.