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 to select the type of bot to build. Select Start from Scratch and click Next.

4. A setup wizard walks you through a few screens to gather basic information about the bot, including:

a. Bot Name

b. Greeting

c. Main Menu Options

5. Let’s name our Einstein Bot Jana and and select the bot’s default language. 

6. Click Next.

7. Enter a greeting message that identifies your bot by name and makes it clear that it’s not a human. For example: Hi, I’m 'Jana', a digital assistant. How can I help you?

8. Set up a menu for your customers with common issues or questions you want your bot to handle. Let’s enter Order Related in Menu Item 1 for any questions related to a customer’s order. Let’s add Appointment Related in Menu Item 2 for any questions related to scheduling.

9. Click Next.

10. The bot wizard asks to link to an existing deployment. We’ll be handling this later, so click Next.

11. Click Proceed to build your bot.

12. Click Finish.

Good work! Your bot now has a name, a greeting, and a menu.

Special Thanks to Trailhead.