EINSTEIN BOT IN SALESFORCE HOW TO
EINSTEIN BOT IN SALESFORCE OFFLINE
EINSTEIN BOT IN SALESFORCE PLUS
EINSTEIN BOT IN SALESFORCE FREE

Access Setup > enter Einstein Bots in the Quick Find box, and select Einstein Bots.

Drag and drop the Embedded Service Chat to the template footer.

Click the Components icon in the top-left corner to open Components and scroll to the Support section.

Access Setup > enter All Communities in the Quick Find box, and select All Communities.

For the URL, enter the URL you copied from Chat API Endpoint in Chat Settings.Īdd Embedded Service Chat to Your Community.

Click + Add Trusted Site in the Trusted Sites for Scripts below the CSP section,.

Change the default Content Security Policy (CSP) from Strict CSP: Block Inline Scripts and Script Access to All Third-party Hosts (Recommended) to Allow Inline Scripts and Script Access to Whitelisted Third-party Hosts.

Click the Settings icon in the upper left.

Access Setup > enter Communities in the Quick Find box, then select All Communities.

From Setup, type Chat in the Quick Find box and select Chat Settings.

EINSTEIN BOT IN SALESFORCE OFFLINE

Keep Offline Support off, and click Next.Īdding the Chat widget URL to your community’s security settings to allow live web chat.For the Website URL, paste the URL you copied from your community.Keep your agents’ chat workload as is, and click Next.

EINSTEIN BOT IN SALESFORCE PLUS

Click the plus sign next to your name, and click Next.

For Name this Agent Group, enter any name.

Click on View All and select Chat with Customers.

Click on Service Setup to access Service Setup Home.

Copy the URL that is associated with the community.

Enter a unique domain name and click Check Availability.

Enter Communities Settings in the Quick Find box after accessing setup, then select Communities Settings.

Here we will discuss the steps to configure Einstein Bot below…

Being smart enough, chatbots are responsible for quick and intelligent responses to the customers’ queries, and let agents focus only on the complex work.Īlso Check: What Are The Advantages of Salesforce Einstein Discovery?.

EINSTEIN BOT IN SALESFORCE HOW TO

Using NLU (Natural Language Understanding) technologies, bots can learn how to respond to customers appropriately and let agents do the heavier lifting.

Customers are welcomed with a grand greeting, and also redirect them to the relevant agents whenever they feel the need for the same.

Less agents handle time, less wait time, better user experience, more happy customers.

Agents can have more time to work on complex customer issues or values added activities.

It understands customers in a more smarter way.In case the customer did not get attention from the actual agent then Bot smoothly transfers the customer to an available agent.It can chat with a lot more customers at the same time and it can do it faster than any of the agents.Einstein Bot setup is available in Lightning Experience.Īvailable in: Enterprise, Performance, Unlimited, and Developer Editions of Salesforce. Bots have capability in gathering pre-chat information to save your agents precious time.Įinstein Bots is available in Salesforce Classic and Lightning Experience.

EINSTEIN BOT IN SALESFORCE FREE

Bots can efficiently manage the routine requests and free your agents to handle more complex issues. In order to eliminate work load from your service agents, organizations are moving further to configure it. Bots provide a chat-based interface to customers which means that they can send messages, ask questions from customers and take actions based on defined rules and/or customer input. This enables customers to quickly and accurately interact with agents without waiting for a human agent to become available. They are designed to augment your human call center agents.

Einstein bot in salesforce