Skip to main content

Notifications

Announcements

Forum Structure Changes Complete – Update Your Subscriptions!
News and Announcements icon
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Omni Channel Conversat...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Omni Channel Conversation Panel

(0) ShareShare
ReportReport
Posted on by Kuku17 33
Hello,
 
I'd like to know how does the CRM store the messages in the conversation panel? Is the panel a unique CRM field provided by OC? 
 
We would like to store the answer of a Bot in a custom field in the conversation record, is that possible? 
 
Thank you
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Omni Channel Conversation Panel
    Hi,
     
    There is no API to get the chat transcripts in the client API provided by the official documentation.

    Therefore, to realize this feature you may need to write a plugin.
    Since I am not a professional developer, it is recommended that you consult a professional developer or raise a support ticket for professional assistance.
    Best Regards,
    Dengliang Li
     
  • Kuku17 Profile Picture
    Kuku17 33 on at
    Omni Channel Conversation Panel
    Thank you. So it is a sort of a unique field in CRM. What about storing an answer to a bot's question in a custom field in the conversation record? Is that achievable?
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Omni Channel Conversation Panel
    Hi,
     
    Chat messages in the Communication panel are stored in the conversation transcript.
    During the chat session, Customers can download chat transcripts at any time.
     
    The records of communication between the customer and the bot are also stored in the chat transcripts.
     
    Best Regards,
    Dengliang Li
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Forum Structure Changes Complete – Update Your Subscriptions!

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,900 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,275 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans