Set up the embedded experience in Salesforce
You can embed Copilot for Service directly into the Salesforce desktop with contextual awareness of the underlying platform. This integration helps Copilot for Service provide better responses, and helps to further streamline the workflow for your agents.
Prerequisites
Before you begin, you must have the following environments and console:
- A Copilot for Service instance connected to a Salesforce environment.
- A Salesforce production environment or trial environment with access to the Salesforce Service console.
Additionally, for your agents to be able to use Copilot for Service in Salesforce, you must assign the Customer Service representative role to them. For information on how to assign this role to agents, see Assign a security role to a user.
See Set up the embedded experience in Salesforce to learn how to integrate preconfigured service agents in Salesforce.