Sunday 17 June 2018

Einstein Bots | How to Setup Einstein Bot | Summer 18

Recently we did one online session on "Einstein Bots". If you are looking for recording you can check here. To use Einstein Bots you need to enable Live Agent. If you have not done it yet, read this Post for Live Agent.

Let see how to configure the same.

Step 1) Enable the Einstein Bot.
Click on Setup->Service -> Service Cloud Einstein -> Einstein Bot Then Enable it.

Step 2) Accept Term and Condition .

Step 3) Enable Live Agent Option.
Click on "Deployment Channels"

click on edit button and enable the bot for Live Agent.

Step 4) Create a new Bot.
Click on "New" button from My Bots section.

And then follow below step :-

Step 5) Lets create Dialogs.

Click on Dialog Menu from the Einstein Bots Builder.

Then Click on + button to create "New Dialogs".

All Set . Now Create a question

Click on Question icon and enter your question like below screen.

Then add new Slot.

Add some more question :)

NOTE:- Add some Choice this time. Click on "Add Choice" button.

Lets Create some rule to Response to end user. Click on Rule button from below screen.

Add Condition and action

NOTE:- I created one more Dialog "Pizza Restaurants". You can create the one more rule for Chinese as well.

Save your changes after click on save button

Step 6) Now set Dialogs in welcome bots.
Click on "Welcome" option from Einstein Bots Builder.

Step 7) Save and Activate.

Now you can test your Einstein Bot from Live Agent.

If you want to see the recording of out Apex Hour click here. Thanks Shruti for a great Demo in Salesforce Apex Hours.

Please check below post if you want to call apex class in bots

Einstein Bots with Apex Class | How to Call Apex Class From Einstein Bots

Capture.JPG  @amit_sfdc    #SalesforceApexHours    @ApexHours

Amit Chaudhary


  1. I was searching the code which is used professionally. Then I saw your blog. I want to congratulate you on such a wonderful blog.
    Free Hosting

  2. This comment has been removed by the author.

  3. Can we add Einstein bot in managed package?

  4. To use Einstein Bots you need to enable Live Agent. If you have not done it yet, read this Post for Live Agent. hostgator coupons

  5. I created lightning aura component for my snap-ins where I have created a prechat page in it and added it in embedded service settings. Now I want to route my chat based on pre chat page selection that's why I am using Einstein bot. But unable to start chatting. Can u suggest me the solution for this. Thank you

  6. As per the new release of Salesforce Winter ’20 for einstein bot in the service cloud

    Reference: we have the new feature enabled which is based on the agent's availability i.e. when the user is offline it should redirect to "No agent" and that's how exactly it's working and after checking agents offline status bot ends the chat.

    But I want to display some messages and create a case when there is No Agent (Offline) and other flow is followed when the agent is Online I am not sure how I can redirect my customer to Offline flow..??

  7. how can we change the chat bot image

  8. how to transfer chat from a agent to another queue?