Define an Embedded Service component

You can configure your Embedded Service widget using the Engagement Engine user interface to be consistent with the branding of your site and your service process.

  1. Sign in to the Engagement Engine Rules Editor, then go to Settings > Embedded Service > Create New Component.
  2. Enter a name for the new component, and choose a version.

    All configurable Embedded Service properties are listed below the name and version. Required properties are already added in the form.

  3. To retrieve the Visual Builder Host URL follow the steps in Retrieve the Oracle Visual Builder URLs.

    Remove the /ic/builder path from the end to leave only the host URL.

  4. Copy and paste this value into the Visual Builder Host URL field.
    Note: The base URL of the VB host where the Embedded Service app is deployed must not end in a forward slash. If one is present, delete it.

    All other optional Embedded Service Properties are found to the left and grouped by category.

  5. Expand each category to view its properties by clicking its drop-down arrow. Add a property to the form by clicking the (+) icon.

    Once in the form, you can set a property value or remove the property (and restore the default) by clicking the ( x ) button.

  6. Properties with a right arrow button are objects that have sub-properties.
    1. Click anywhere in the property to open a child form with the sub-properties.
    2. Note that some fields have multiple levels of nested sub-properties. In such cases, you'll only ever be editing one level at a time and your location in the hierarchy will be displayed in breadcrumbs at the top of the field. Click the left/back arrow beside the breadcrumbs to move up a level.
    3. Nested properties are also contained in a separate highlighted panel to make it clear where you're editing as you navigate between levels.

      For help with any property, click the help icon beside the field label for a description.

  7. Once you are finished setting properties, click the Save or Save and Publish buttons to save your component.