To enable conversational workflows for the Max chatbot, enter the related conversation codes. 

The following CRM conversations are enabled by default:

  • Lookup Account
  • Lookup Contact
  • Lookup Opportunity

To enable non-default conversations, refer to the conversational codes provided in your Max Statement of Work.  

To Enable a Conversational Workflow

  1. Enter the conversation code. Your conversational workflow is added to the list of available conversations. 
  2. Click Save and Next.

After enabling the conversational flow, configure the display fields for each conversational workflow.