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
- Enter the conversation code. Your conversational workflow is added to the list of available conversations.
- Click Save and Next.
After enabling the conversational flow, configure the display fields for each conversational workflow.