How to Setup Einstein Bots in Salesforce

In this Salesforce tutorial, we will learn how to set up the Einstein bots in Salesforce. Also, we will understand the steps of enabling the Einstein bots in Salesforce Lightning.

The Einstein bots use natural language understanding to the customer inquiries. It creates a language model by training it on the applicable data to accurately explain the user messages.

It also makes the conventional flow by building dialogs. Every dialog presents a step or interconnection in the conversation. We can also describe the questions, responses, and conditions to attendant the user for conversation and fulfill their requests.

While working with an organization that uses Salesforce, I got a task where I needed to set up the Einstein bots in Salesforce. To fulfill this requirement I use the einstein bots object that is present under the feature settings under the Services.

So after looking at the multiple solutions, I found a solution that helped me to create a checkbox field in Salesforce. If you want to learn how to set up the Einstein bots in Salesforce Lightning, you have come to the right place.

• Set up the Einstein bots in Salesforce
• How to setup Einstein bots in Salesforce Lightning

Set up the Einstein bots in Salesforce

First, enable the Einstein bots and then make sure that our salesforce org has the license and method that is enabled to use Einstein bots. After that set up the dialogs and intents for our Einstein bots.

The dialog presents the conversational flow, and intent to define the user’s intention and define the ordinary queries that should hold and design the conversation accordingly.

The Einstein bots use natural language understanding to the customer inquiries. It creates a language model by training it on the applicable data to accurately explain the user messages.

It also makes the conventional flow by building dialogs. Every dialog presents a step or interconnection in the conversation. We can also describe the questions, responses, and conditions to attendant the user for conversation and fulfill their requests.

After that, we can describe the actions and responses our Einstein bots should take based on user inputs. This involves giving information and redirecting to particular resources.

After that, we can test our Einstein bots to make sure that they function as calculated. It can replicate the various user interaction and confirm that the bots understand and respond accurately. Once all the things are done and we agreed with the bot performance now deploy this on the desired channel after that monitor the bot performance and gather the data on user interactions.

In this way, we have learned about setting up the Einstein bots in Salesforce. Now, let’s move further and see how to set up the Einstein bots in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning.

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How to setup Einstein bots in Salesforce Lightning

Here we are setting up the Einstein bots in Salesforce Lightning. If you want to learn how to set up the Einstein bots in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

Step-2: After clicking on the setup option, the setup page is open. Enter the Einstein bots in the Quick Find Box and the Einstein bots come at the top. Click on the Einstein bots. And these Einstein bots are present under the Einstein Platform.

After clicking on the Einstein bots, the Einstein bots page is open. Here we can enable the Einstein bots button. To get started, turn on the Einstein bots and review the additional terms. now click on Einstein bots toggle button.

Step-3: After enabling the Einstein bots, scroll to the bottom of the page there is Create a new bot button. Click on the Create a new bot button.

Step-4: After clicking on the Create new bot button, then select the bot type page that is open. Here we can create either a standard or enhanced bot. Standard and enhanced bots have some differencing in routing and functionality. Here we are selecting the standard bots and then click on the next button.

Step-5: After clicking on the next button, select the bot page that is open. Where we can get started with a prebuilt template that has popular salesforce actions. Once we can start with an empty bot that we customize ourselves. Here we are selecting the start from scratch option and clicking on the next button.

Step-6: After clicking on the next button, personalizing your bot page is open. Here give the bot name that echoes our company’s culture or describes the bot’s functions. We can change any of these settings later on the Bot overview page.

First, fill in the What your bot name and this name will be visible to all the customers. Here we are filling in the bot name as Gerda Kutch. After that select What language will the bot use and then click on the next button.

Step-7: After clicking on the next button, the next page is open that is How will your bot greet your customers? Here we will enter how will your bot greet your customers. We recommended the introduction bot as a bot.

Enter the Welcome message, here we are entering the welcome message as Hi, I am Gerda Kutch, an awesome bot. How I can help you after that leave the other field the same and click on the next button.

Step-8: After clicking on the next button, the link to the deployment page is open. Now link your bot to an existing deployment. This step is optional and can be done later. Here we can also see the warning unique deployment required and click on the next button.

Step-9: After clicking on the next button, the finished page is open. Go from zero to bot in seconds. We are moments away from meeting your new bot. We are adding some finishing touches to create a fully functional digital assistant.

Custom dialogs for the welcome message and main menu.

System Dialogs for commonly-used actions like agent escalation.

Bot Analytics to help measure performance.

This is the fully functional digital statement. Now click on the Proceed button that is present below the functionality.

Step-10: After clicking on the proceed button, now click on the finish button that is present at the bottom of the page.

Step-11: The Einstein bot builder page is open. Here the dialog detail is shown in the form of a message Hi, I am Gerda Kutch, an awesome bot. The next step Start another dialog in the main menu that is shown on the page.

Step-12: Now again clicking on the setup option, the setup page is open. Enter the Einstein bots in the Quick Find Box and the Einstein bots come at the top. Click on the Einstein bots. And these Einstein bots are present under the Einstein Platform.

The Einstein bots page is open and under this bot page the Gerda Kutch Einstein bot is created under my bots with standard type and description It is A bot from scratch and the language is English and the status is active.

In this way, we understand how to set up the Einstein bots in Salesforce Lightning. Let’s Proceed further and learn how to set up the Einstein bots in Salesforce Classic.

Conclusion:

So, with this, we have learned about setting up the Einstein bots in Salesforce. We have also discussed how to set up the Einstein bots in Salesforce.

Here we conclude that enable the Einstein bots and then make sure that our salesforce org has the license and method that is enabled to use Einstein bots. After that set up the dialogs and intents for our Einstein bots.

Moreover, we have learned that Salesforce Lightning, as well as Salesforce Classic, gives a simple and easy way to determine how to set up the Einstein bots in Salesforce.

In addition to this, the following are the topics that we have discussed in this blog:

• Set up the Einstein bots in Salesforce
• How to setup Einstein bots in Salesforce Lightning

You may also like to read the following articles:

• How to Enable the Einstein Bots in Salesforce
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