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How to add an apex action in Einstein bots?
Open the “Order Status” dialog that we created in Prompt Customer with Menu Options. After asking for the OrderNumber, we will add a new Action. Select the Apex action type. Click the magnifier next to Action Name field. You see all the Apex methods with @InvocableMethod annotation listed.
How to run Apex code from bot builder?
Run Apex code from Bot Builder. Pass variables back and forth between Bot Builder and Apex code. Get information from the user and perform an action based on that information. Return a result to the user after performing an action.
How to create an Einstein bot in Salesforce?
It consists of the menu options we specified in setup: Order Related and Appointment Related. Ensure Show a menu is selected. Click in the Select menu items search field. Select Transfer to Agent. Click in the field again and select End Chat. Click Save, which is at the top right of the page.
How to get the status of an order in apex?
In this recipe, we use an invocable Apex method to get the status of an order. Create an invocable action with Apex. Run Apex code from Bot Builder. Pass variables back and forth between Bot Builder and Apex code. Get information from the user and perform an action based on that information.
How to create an object in Einstein bot?
Make sure that your input variable is set to Knowledge Question, and create an Object List variable Knowledge Results. To create an Object List Variable, select Object as the Data Type and make sure that you check Contains a List. Next we plan for two scenarios: the bot doesn’t find anything and the bot finds results.
How does the Einstein Bot work in Salesforce?
Einstein Bots use NLP (natural language processing) to understand what your customers are typing and direct them to what they need. Einstein Bots have been around since Summer 18’, but with the recent release of Winter 19’ they have become a whole lot easier to use, and more powerful than before.
How to use live chat in Einstein bots?
Upload JavaScript to static resources to map fields in the Contact object with fields in the LiveChatTranscript object. Inspect fields in the LiveChatTranscript object. Access context variables with the Einstein Bot Builder. Use Apex code or the Metadata API to get data into a new variable.
How can I get access to my apex bot?
Select the sfdc.chatbot.service.permset permission set. From the permission set options, select Apex Class Access. Now you can edit the access settings so that your new class is accessible to the bot. Always make sure that the bot has permission to access objects and classes as required.
How to call an apex action in flow builder?
From within Flow Builder, just drag an Apex Action element onto the canvas. Or, you can invoke a flow from Apex. After some experience with both flows and Apex, you’ll be able to determine how to most effectively use these tools together to get the job done.