Service Digital Engagement Channel Configure

Configuring Enhanced Chat Channel

Creates MessagingChannel metadata XML for Salesforce Messaging for In-App and Web (MIAW). This skill produces a fully configured enhanced chat channel with routing, user verification, pre-chat, and automated response settings ready for Metadata API deployment.

Scope

• In scope: Creating MessagingChannel metadata with Omni-Channel Flow routing, Omni-Channel Queue routing, or Agentforce Service Agent (ASA) routing; enabling User Verification; configuring all channel settings (pre-chat forms, automated responses, consent keywords, file attachments, custom parameters)
• Out of scope: Creating the referenced Omni-Channel Flow/Queue definitions (use automation-flow-generate), creating the Embedded Service Deployment (separate metadata type — use service-digital-engagement-deployment-configure), creating permission sets for messaging (use platform-permission-set-generate), configuring the Embedded Service Code Snippet

Clarifying Questions

Before generating, ask the user if not already clear:

• What is the channel name / label? (used for masterLabel and file name)
• What routing type? (Omni-Channel Flow, Omni-Channel Queue, User, or Agentforce Service Agent)
• What is the routing target? (Flow API name, Queue developer name, User ID, or ASA bot name)
• For Flow, User, or ASA routing: What is the fallback queue name?
• Should User Verification be enabled? (defaults to true per this skill)
• Are there pre-chat form fields required? If so, which fields and types?

Required Inputs

Gather or infer before proceeding:

• Channel name: Used for masterLabel and the file name (<Name>.messagingChannel-meta.xml)
• Routing type: One of Queue, Flow, User, or AgentforceServiceAgent
• Routing target: The developer name of the queue, flow, user, or ASA bot
• Fallback queue (Flow, User, and ASA): The developer name of the fallback queue for escalation
• User verification: Whether to require JWT-based identity verification (default: true)

Defaults unless specified:

• messagingChannelType: EmbeddedMessaging
• authMode: Auth
• chatAbandonmentTimeout: 5 (minutes)
• endUserIdleTimeOut: 5 (minutes)
• isAttachmentUploadEnabled: true
• maxFileSize: 5 (MB)
• allowedFileTypes: bmp,csv,doc,docx,gif,jpg,pdf,png,tiff,txt,xls,xml
• anonymousUserJwtExpirationTime: 360 (minutes, required for UnAuth, range 60-4320)
• verifiedUserJwtExpirationTime: 60 (minutes, required for Auth, range 60-240)
• isAbandonedChatsEnabled: false
• isSaveTranscriptEnabled: false
• isFallbackMessageEnabled: false
• isEstimatedWaitTimeEnabled: false
• isFileAttachmentExtUnrestricted: false
• isQueuePositionEnabled: false
• isSynchronousChatEnabled: false
• isVoiceModeEnabled: false

Workflow

All steps are sequential. Do not skip or reorder.

Phase 1 — Gather Context

1. Verify org API version — run scripts/check-api-version.sh 67.0 <org-alias> and report any errors it returns. If the script fails, generate a sfdx-project.json in the metadata output folder with "sourceApiVersion": "67.0".

2. Collect inputs — confirm the channel label, routing type, routing target, and verification settings from the user per Clarifying Questions above.

3. Determine file name — run scripts/normalize-channel-name.sh "<LABEL>" and surface any errors it returns.

4. Verify routing target exists — query the org to confirm the referenced routing target exists:

   • For Queue: sf data query --query "SELECT Id, DeveloperName FROM Group WHERE Type='Queue' AND DeveloperName='<QUEUE_NAME>'" --target-org <org-alias>
   • For Flow: sf data query --query "SELECT Id, ApiName FROM FlowDefinitionView WHERE ApiName='<FLOW_NAME>' AND IsActive=true" --target-org <org-alias>
   • For User: sf data query --query "SELECT Id, Username FROM User WHERE Id='<USER_ID>' AND IsActive=true" --target-org <org-alias>
   • For ASA: sf data query --query "SELECT Id, DeveloperName FROM BotDefinition WHERE DeveloperName='<BOT_NAME>'" --target-org <org-alias>
   • Also verify the fallback queue exists (required for Flow, User, and ASA routing)

   If any target is not found, inform the user and ask whether to create it. If the user confirms:

   • For Queue: generate a .queue-meta.xml with MessagingSession as the queueSobject type and deploy it before the channel. A new queue is unusable for routing without a QueueRoutingConfig — a channel deployed against a queue with none fails at session-start with "Agents are not available. Try again later," even though the channel itself deploys and activates cleanly. Immediately after the queue deploys, resolve or create its routing config by following service-agentforce-channel-configure's references/queue-resolution.md Step 4 — do not defer this to a later skill invocation, since this may be the only place a newly created queue is ever touched.
   • For Flow/User/ASA: inform the user that the flow, user, or bot must be created separately (out of scope for this skill)

5. Read the channel settings reference — load references/channel_settings.md to understand all available configuration options and their valid values.

Phase 2 — Generate Metadata

6. Read the metadata template — load assets/messaging_channel_template.xml as the starting structure.

7. Apply routing configuration — set sessionHandlerType and the corresponding handler field:

   Routing Type	sessionHandlerType	Required Fields
   Omni-Channel Queue	Queue	sessionHandlerQueue
   Omni-Channel Flow	Flow	sessionHandlerFlow + sessionHandlerQueue (fallback)
   User	User	sessionHandlerUser + sessionHandlerQueue (fallback)
   Agentforce Service Agent	AgentforceServiceAgent	sessionHandlerQueue (fallback) + sessionHandlerAsa (bot dev name — required, see v67 note below)

   v67 note — <sessionHandlerAsa> is required in the XML, not rejected. Confirmed on a v67.0 org: omitting <sessionHandlerAsa> causes the deploy to fail with "Missing required Agentforce Service Agent." Include it and the deploy binds SessionHandlerId automatically — no post-deploy Data API PATCH needed.

   1. Verify the bot is Active before channel creation. The Metadata API rejects binding with "Only active Agentforce Service Agents are supported." Run sf agent activate -o <org> --api-name <BotDevName> and confirm BotVersion.Status = Active first.
   2. Deploy the XML with <sessionHandlerType>AgentforceServiceAgent</sessionHandlerType>, <sessionHandlerQueue> (fallback), and <sessionHandlerAsa>{BotDevName}</sessionHandlerAsa>.
   3. Verify: sf data query -o <org> -q "SELECT SessionHandlerId, FallbackQueueId FROM MessagingChannel WHERE DeveloperName='<ChannelDevName>'" --json — both must be non-null after the deploy, with no separate PATCH step.

8. Apply user verification — if enabled, set embeddedConfig.authMode to Auth and include <messagingAuthorizations>. If not enabled, set embeddedConfig.authMode to UnAuth and omit <messagingAuthorizations>.

9. Configure embedded settings — populate <embeddedConfig> with:

   • allowedFileTypes — comma-separated file extensions (no spaces)
   • anonymousUserJwtExpirationTime — JWT expiration in minutes (required for UnAuth)
   • verifiedUserJwtExpirationTime — JWT expiration in minutes (required for Auth)
   • chatAbandonmentTimeout — minutes before abandoned conversation cleanup
   • isAbandonedChatsEnabled — enable abandoned chat detection
   • isAttachmentUploadEnabled — file upload support
   • isEstimatedWaitTimeEnabled — show estimated wait time
   • isFallbackMessageEnabled — fallback when agents unavailable
   • isFileAttachmentExtUnrestricted — allow any file extension
   • isSaveTranscriptEnabled — save conversation transcripts
   • maxFileSize — maximum attachment size in MB

10. Configure messaging keywords — generate <messagingKeywords> elements:

    • OptOut type with individual <keyword> elements: cancel, end, quit, stop, stopall, unsubscribe
    • Help type with <keyword>: help

11. Apply standard parameters — if the user needs standard pre-chat fields, generate <standardParameters> elements with parameterType. If the channel uses Flow-based routing and the user specifies flow variable mappings, include <actionParameterMappings> with actionParameterName to map each parameter to a flow input variable.

12. Apply custom parameters — if the user needs pre-chat data collection, generate <customParameters> elements with name, masterLabel, parameterDataType, externalParameterName, and maxLength. If the channel uses Flow-based routing and the user specifies flow variable mappings, include <actionParameterMappings> with actionParameterName to map each parameter to a flow input variable.

13. Generate the file — produce the .messagingChannel-meta.xml file following the template structure. Place at the path the user specifies, or default to the project's metadata source path under messagingChannels/.

Phase 3 — Deploy and Activate

14. Deploy the channel — deploy the generated .messagingChannel-meta.xml file to the target org:

    sf project deploy start --source-dir <path-to-messagingChannels-folder> --target-org <org-alias>
    

15a. ASA routing only — verify the bind landed. Skip this step for Queue, Flow, and User routing types. Because <sessionHandlerAsa> was included in the deployed XML (step 7), the deploy itself binds SessionHandlerId — no separate Data API PATCH is needed.

```bash
sf data query -o <org> --json \
  -q "SELECT SessionHandlerId, FallbackQueueId FROM MessagingChannel WHERE DeveloperName='<CHANNEL_DEV_NAME>'"
```

Both `SessionHandlerId` and `FallbackQueueId` must be non-null. If either is null, confirm `<sessionHandlerAsa>` and `<sessionHandlerQueue>` were both present in the deployed XML and that the bot was Active before the deploy.

15. Activate the channel — after successful deployment, activate the messaging channel:

    sf data update record --sobject MessagingChannel --where "DeveloperName='<CHANNEL_NAME>'" --values "IsActive=true" --target-org <org-alias>
    

Phase 4 — Validate

16. Verify against checklist — confirm all items in the Verification Checklist below pass before presenting output.

17. Present output — show the generated file to the user with a summary of configured settings and confirm activation status. Offer next steps:

    • Automated responses — ask if the user wants to configure <automatedResponses> (OptOutConfirmation, HelpResponse). If yes, generate elements with autoResponseContentType: TextResponse, language, and XML-escaped response text, then redeploy.

Rules / Constraints

Gotchas

Verification Checklist

Universal Checks

• Does the file name match ^[a-zA-Z][a-zA-Z0-9_]*$?
• Is masterLabel 40 characters or fewer?
• Is messagingChannelType set to EmbeddedMessaging?

Routing Checks

• Is exactly one sessionHandlerType value set (Queue, Flow, User, or AgentforceServiceAgent)?
• For Queue routing: is sessionHandlerQueue in the XML?
• For Flow routing: is sessionHandlerFlow in the XML, plus sessionHandlerQueue as fallback?
• For User routing: is sessionHandlerUser in the XML, plus sessionHandlerQueue as fallback?
• For ASA routing: are both sessionHandlerQueue and sessionHandlerAsa in the XML?
• For ASA routing: was step 15a run? Are SessionHandlerId and FallbackQueueId non-null after the deploy?
• Does the routing target reference an existing entity in the org?

User Verification Checks

• If verification is enabled, is embeddedConfig.authMode set to Auth?
• If verification is disabled, is embeddedConfig.authMode set to UnAuth?

Embedded Config Checks

• Is chatAbandonmentTimeout a positive integer (minutes)?
• Is allowedFileTypes a comma-separated string with no spaces?
• Is maxFileSize a value between 1-5 MB?
• If UnAuth, is anonymousUserJwtExpirationTime set (default 360, range 60-4320)?
• If Auth, is verifiedUserJwtExpirationTime set (default 60, range 60-240)?

Automated Response Checks (only if user requested)

• Do all type values use valid IDs (OptOutConfirmation, HelpResponse)?
• Are special characters XML-escaped in response text?

Keyword Checks

• Is there at least an OptOut keyword type defined?
• Are keywords individual <keyword> elements (not comma-separated)?
• Is language set on each keyword block?

Activation Checks

• Was the channel deployed successfully?
• Was the channel activated after deployment (IsActive=true)?

Output Expectations

Deliverables:

• Messaging Channel metadata: <source-path>/messagingChannels/<ChannelName>.messagingChannel-meta.xml

File structure follows the template in assets/messaging_channel_template.xml.

Cross-Skill Integration

Reference File Index