How to Setup Einstein Bot in Salesforce?

1. Go to Einstein Bots under Service Cloud Einstein.


2. Enable Einstein Bots.


3. Accept the terms and conditions.

4. Click "Try Einstein" button.

5. Select Edit action in Live Agent in Deployment Channels section.


6. Enable Live Agent Channel and nable Einstein Bots Options Menu. Click Save button.


7. Click New in My Bot.


8. Click Next.

9. Give Einstein Bot Name and Description. Click Next.


10. Enter Einstein Bot Greeting Message. Click Next.


11. Enter Einstein Bot Menus. Click Create.


12. Click Finish Button.

13. Select Dialogs.


14. Select New Dialog.


15. Give Name and description and Save.


16. Select Question.


17. Enter question and click New Slot.


18. Click Add Choice.


19. Add multiple choices.


20. Select Next Step and Save.


21. Click Activate button to activate it.

2 comments:

  1. Hello,
    Any Idea how can we add dynamic choices ? what should be the return type of invocable methods ?
    Thanks !

    ReplyDelete
    Replies
    1. Check whether this is useful http://www.infallibletechie.com/2018/06/sample-code-apex-class-public-with.html.

      Delete