Setup Einstein Bots in Salesforce

In Salesforce, we will learn to Setup Einstein Bots in Salesforce. The Einstein bots respond to customer inquiries using natural language understanding. They create a language model by training it on the applicable data to explain user messages accurately.

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.

How to Set up the Einstein Bots in Salesforce

First, enable the Einstein bots and then make sure that your 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.

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Setup Einstein bots in Salesforce Lightning

Follow the below steps to enable setup and create a new Einstein bot.

1. Navigate to the Setup page of Salesforce Lightning.

How to setup Einstein bots in Salesforce

2. In the Quick Find box, search and select Einstein Bots.

How to deploy Einstein bot in salesforce

3. Enable the Einstein Chat Bots from the slider button at the top.

Deploy Einstein bot in salesforce

4. Activate the checkbox to agree with the terms of Einstein, then click on the button Try Einstein.

Enable Einstein Chatbot in Salesforce

5. Scroll down and click on Create a New Bot button.

Einstein bot in salesforce

6. Select the bot type, Standard or Enhanced, and click Next.

Setup Einstein bots in Salesforce lightning

7. Select the option Start from Scratch so that we will come to know all the requirements to set up a bot. After this, click Next.

How to create Einstein bot in salesforce

8. To personalize the Einstein Chatbot, enter the Bot Name and Primary language for the bot. After this, click on the Next button.

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Einstein chatbot in salesforce lightning

9. When the User clicks on the Chat option, he will first see the welcome message. Here, we can customize 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.

Create an Einstein Bot from scratch in Salesforce

10. As of now, we don’t have any existing deployment to link our bot, so we will leave it as it is and click Next.

How to setup the Einstein bots in Salesforce lightning

11. In the Finish window, click on the Proceed button.

Setup the Einstein bots in Salesforce

12. Click the Finish button to enter the Bot builder interface and see your bot.

Setup the Einstein bots in Salesforce lightning

13. To give the Einstaein chatbot more access and privileges, like invoking an Apex class or a flow, click on the Dialogs dropdown and select Overview.

How to create Einstein chatbot in Salesforce

14. In the Settings section select the option Custom Chatbot user and then select the user from the lookup field. Here, I have select admin as a user.

Increase access for the Chatbot in Salesforce

15. Back on the Dialogs tab, click on the Activate button to deploy the Chatbot. If there is a need to modify the chatbot, then you first have to deactivate it, and then only you can modify it.

Activate the Einstein Chatbot in Salesforce

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 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.

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

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