Exercise 2: Distribute a Service Agent

In this exercise, you’ll add Embedded Messaging to an Experience Cloud site so customers can chat with your Pronto service agent.

Step 1: Add Embedded Service deployment to Experience Cloud

Update the Experience Cloud page to include your Pronto Service Agent.

Publish your Experience Cloud site

1. Search for Digital Experiences in the Setup Quick Find and select All Sites.

2. Find the Customer Support Site and click on Builder.

3. If a popup appears, click OK.

4. Click Publish in the upper right corner.

5. Click Publish in the confirmation window.

6. Click Got It.

Add the agent to the site

1. Click the Components widget.

2. Search Embedded Messaging and drag and drop the component onto the page (for example, in a hero section or sidebar). Note: exact placement depends on your site template and it may take a few seconds for the component to appear.

   

3. Ensure that the Pronto_Service_Agent is selected in the Embedded Messaging Configuration.

4. Click Publish in the upper right corner.

5. Click Publish in the confirmation window.

6. Click Got It.

View the agent as a customer

1. Click the Experience Builder menu.

2. Select View to open the published site.

   TIP

   Note: It may take a few minutes for the site to publish. Go ahead and verify the challenge below while you wait for your Experience Cloud site to publish.

3. Click on the Messaging icon in the lower right corner to start interacting with the new agent. Try some prompts like:

   What’s Pronto’s refund policy for a late delivery?

   Can you help me track my order?

4. If the agent asks for your email address, use a test email (for example, alex.morgan@example.com).

   alex.morgan@example.com

Summary

In this exercise, you added Embedded Messaging to an Experience Cloud site so customers can chat with your Pronto service agent.