You can personalize conversational workflows in Max by defining synonyms for Salesforce fields. This feature helps you to personalize your Max experience to your organization. You can define multiple synonyms for a single field. After configuring the synonyms, address the field using your defined synonym. Max will understand which field you are referring to.
To Define a Synonym
Select a conversational flow from the Conversation dropdown menu. Max displays the standard fields of the selected conversational flow. Max also displays the synonyms provided out of the box.
Enter the synonym next to your field and press Enter.
For picklist-type fields, you can also provide synonyms for the picklist values.
To define a synonym for the picklist values, click next to your field.
Click Save and Next.
Max displays a summarized view of all the configured data. The preview screen displays the basic configurations and the configuration of the conversational flow.
Click Submit. Your Max bot is now created.
Embedded Max Configurations
When the Max chatbot is successfully created, the Admin Console displays the data required to embed Max in your Salesforce instance.
Copy and save the values of the Custom Label, Named Credentials, and OAuthCallback URL. You will need these values to embed Max in the Salesforce UI.
