Create the Managed Package

Create the managed package for external distribution or internal testing. Create and distribute the managed package so customers can download it to install and use Interaction Service APIs. Before you create the package for external distribution, you can create a beta test version first to internally test and validate the package.

  1. From Setup, in the Quick Find box, enter Package Manager, and then select Package Manager.

  2. Click New.

  3. Enter a package name for your managed package and then click Save.

  4. In the package you created, click the Components tab.

  5. In the Component Type picklist, select Conversation Channel Definition, and then click Add to Package.

    All foreign keys are also added to the package.

  6. If you created a sample outbound flow for AI agents, complete these steps.

    • In the Component Type picklist, select Flow Definition. Select the outbound flow that you created for escalating from an AI agent to a rep, and then click Add to Package.

  7. If you created a sample Einstein Bot and associated Omni-Channel flows, complete these steps.

    • In the Component Type picklist, select Bot, select the sample Einstein Bot that you created, and then click Add to Package.
    • In the Component Type picklist, select Flow Definition. Select the outbound flow that you created for escalating from an Einstein Bot to a rep, select the automatically created inbound flow for routing to an Einstein Bot, and then click Add to Package.

  8. In the Component Type picklist, select Connected App, select the interaction service connected app you created, and then click Add to Package. If you created multiple connected apps, select them all. If you require admins to set up and configure their own connected app instead, don’t include a connected app in the package.

    • To create the managed package for distribution to customers, select Managed - Release.
    • If you want to test and validate the package internally or with select customers before creating the formal “Managed - Release” version, select Managed - Beta.

  9. Click Upload.

  10. After the upload is complete, copy the installation URL and send it to your customer, who can install and set up Bring Your Own Channel in their orgs.