Salesforce Einstein Chat Bots
Set Up an Einstein Bot Enable Einstein Bots With your bot requirements met, you are ready to enable Einstein Bots. 1. Within Experience Builder, click Menu icon and select Salesforce Setup. 2. From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots. 3. In the Settings area: a.Click the toggle next to Einstein Bots to turn it On. b.Review terms, and click the I’m authorized by my company to accept these terms checkbox to accept them. c.Click Try Einstein. d. To provide your customers with a menu of options for interacting with your Einstein Bot, click Drop-down icon next to Bot Options Menu and select Edit. e. Select the Enable Einstein Bots Options Menu checkbox and click Save. Create a New Einstein Bot You’re well on your way to creating a chatbot to support Ursa Major Solar’s customers. Ready to create your first bot? 1. From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots. 2. Click New. 3. The first screen asks you ...