[SalesForce] How to display custom Form/Pre chat form before transferring to an Agent in Einstein Bots

I'm using Einstein Bots for knowledge Articles, where in I have a Dialog to transfer to an agent based on some predefined options that the customer has chosen. Everything works, but I would like to show a form with FirstName,LastName, Email and a couple of custom fields from case, before transferring to an agent.

I need to hide the pre chat form at the very beginning of the bot initialization, and show only at the point, when the bot is redirecting to "Transfer to an Agent".

Is it possible to build in this way? If so, how?

Best Answer

I can do it using a trigger on livechattranscript object. You can look for the info in the chat conversation and create a case with these info.

Later, in the chat, the agent can see everything in this case

The user between ChatBot and SFDC is an integration user and you can’t “login” the customer who is using the chat

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