Imagine a company that sells mobile phones online. Customers often ask the same questions, like “Where is my order?”, “How can I return a phone?”, or “What are today’s offers?”.
Instead of making customers wait for a support agent, the company sets up Einstein Bot in Salesforce. The bot answers common questions, helps customers track their orders, and even connects them to a live agent if needed.
In this article, we will learn how to setup Einstein Bots in Salesforce. The Einstein bots respond to customer inquiries using natural language understanding.
It also makes the conventional flow by building dialogues. Every dialogue presents a step or interconnection in the conversation. We can also describe the questions, responses, and conditions to attend to the user for conversation and fulfil their requests.
Setup the Einstein Bots in Salesforce
First, enable the Einstein bots, and then ensure that your Salesforce org has the necessary license and method enabled to use Einstein bots. After that, set up the dialogues and intents for our Einstein bots.
Follow the steps below to enable setup and create a new Einstein bot.
- Navigate to the Setup page of Salesforce.
- In the Quick Find box, search and select Einstein Bots.
- Enable the Einstein Chatbots by clicking the slider button at the top.
- Activate the checkbox to agree to the terms of Einstein, then click the Try Einstein button.
- Scroll down and click the “Create a New Bot” button.
- Select the bot type (Standard or Enhanced) and click Next.
- Select the ‘Start from Scratch‘ option so that we can learn all the requirements for setting up a bot. After this, click Next.
- To personalise the Einstein Chatbot, enter the Bot Name and Primary language for the bot. After this, click on the Next button.
- When the User clicks on the Chat option, they will first see the welcome message. Here, we can customise the Welcome message.
- The Menu Items will each represent the action that the customer wants to take. The Menu items will appear as Action buttons in the chat.
- After this, click on the Next button.
- Currently, we don’t have an existing deployment to link our bot, so we will leave it as is and proceed to the next step by clicking Next.
- In the Finish window, click on the Proceed button.
- Click the Finish button to enter the Bot Builder interface and see your bot.
- To grant the Einstein chatbot more access and privileges, such as invoking an Apex class or a Salesforce Flow, click on the Dialogues dropdown and select Overview.
- In the Settings section, select the option Custom Chatbot user and then choose the user from the lookup field. Here, I have selected admin as a user.
- On the Dialogues tab, click the Activate button to deploy the Chatbot. If you need to modify the chatbot, you must first deactivate it, and then you can make the necessary changes.
To view and access the created Einstein Chatbot, navigate to the chatbot setup window. The chatbot will be displayed in the Mybots tab.
In this way, we can enable and create an Einstein Chatbot in Salesforce by following the above steps.
Conclusion:
Here, we conclude that we enable the Einstein bots and then make sure that our Salesforce org has the license and method to use Einstein bots. After that, set up the dialogues and intents for our Einstein bots.
Moreover, we have learned that Salesforce Lightning gives a simple and easy way to determine how to set up the Einstein bots in Salesforce.
You may also like to read the following articles:
- Access Einstein Copilot in Salesforce
- Enable Omni-Channel in Salesforce
- Agentforce vs Einstein Bots in Salesforce
- Create and Deploy Agentforce For Service in Salesforce
- Building Blocks of Agents in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
