How do I create a chat bot in Salesforce?

How do I create a chat bot in Salesforce?

Build Bot:

1. Step 1: Enable Einstein Bots. In community builder, click on the menu, select ‘Salesforce Setup’, enter Einstein Bots in the Quick Find box and select Einstein Bots.
2. Step 2: Create a new Bot. Click on the ‘New’ button to enter the setup wizard.
3. Step 3: Snap-in Setup and Deployment settings.

How do I create a Salesforce bot?

Let’s set up a basic bot that we can use throughout this cookbook.

1. Enable Chat.
2. Implement Chat and/or Messaging.
3. From Setup, use the Quick Find box to find Einstein Bots.
4. Enable Einstein Bots.
5. To create a bot, click New on the Einstein Bots setup page.
6. Activate your bot.
7. Add a channel for your bot.

Are chatbots AI?

What Is a Chatbot? A chatbot is a computer program that simulates human conversation through voice commands or text chats or both. Chatbot, short for chatterbot, is an artificial intelligence (AI) feature that can be embedded and used through any major messaging applications.

How do I set up an Einstein bot?

To provide your customers with a menu of options for interacting with your Einstein Bot, click next to Bot Options Menu and select Edit. Select the Enable Einstein Bots Options Menu checkbox and click Save. You’re well on your way to creating a chatbot to support Ursa Major Solar’s customers.

What do you need to know about Einstein chatbot?

Einstein ChatBots are created with the ideals of real people, meaning they respond to clicks and text and not code. This means the creating and monitoring of these bots is simple and user friendly. The Einstein ChatBot has been widely released with the Summer ‘18 update.

How to enable Einstein bots in Salesforce experience builder?

With your bot requirements met, you are ready to enable Einstein Bots. Within Experience Builder, click and select Salesforce Setup . From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots. Click the toggle next to Einstein Bots to turn it On.

Where do I store chat transcripts in Einstein?

To store chat transcripts (including customer data) in the conversation log, click the pencil icon next to Log Conversations. Select Store Einstein Bots conversation data, and click the check mark to save. In this project, we work within the Dialogs, Entities, and Variables tabs. Select Dialogs.