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Publish this Conversational Process as a Plugin

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Built with
  1. In Agent Studio, navigate to Plugins

  2. On the top right, click the “CREATE” button

  3. Name the plugin with the same naming convention we used to build actions. Add the description as seen below as well.
    Or copy paste from here: firstname_lastname_update_account_owner_in_salesforce Updates the owner of an account in Salesforce

  4. On the “Plugin Editor” tab, click the “Define a Trigger” tile. On the right you will see a dialog to provide examples of utterances that should trigger this plugin.

    Some examples will be provided for you. If they look good, choose the green “Trigger” button or skip it and provide some of your own. You need at least 5 examples in order to proceed. Once you have 5, click “Save Draft”.

  5. Now select “Set a Process” and on the dialog on the right, choose the Conversational Process you created prior. Click “Save Draft”

  6. Choose the “Launch Configuration” tab. Under “Allow Selected Users”, search for your email and launch only to yourself. This will ensure your plugin does not get triggered by someone else.

  7. Click “Save Draft” then “Validate” on the top right. If the validation is successful click “Publish” and you should see this.