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Create a Bot from an Enhanced Case Management Bot Template

Create an enhanced case management bot to capture, track, and resolve customer- and prospect issues or enquiries.

Required Editions

Einstein Bots is available in Salesforce Classic and Lightning Experience. Setup for Einstein Bots is available in Lightning Experience.
Available in: Enterprise, Performance, Unlimited, and Developer Editions
To use enhanced Messaging channels with Enhanced Bots, view required editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots
  1. Set up an enhanced messaging channel.
  2. Create an enhanced case management bot from the template.
  3. Set up routing for your bot.
  4. Customize your bot according to your business requirements.