---
schema_version: "1"
id: e843ea447ba4d6c0efd566eed3ce78b2745c8f2ffa736bbc9e128c9975238fa7
title: Create a Bot from an Enhanced Case Management Bot Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/case_management_bot_template_create_a_bot.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.case_management_bot_template_create_a_bot.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ad6f177cc656ad661d27cfacc769f82c948a7af7f7d026345a009b51a57a862
description: Create an enhanced case management bot to capture, track, and resolve customer- and prospect issues or enquiries.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Einstein Bots is available in Salesforce Classic and Lightning Experience. Setup for Einstein Bots is available in Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To use enhanced Messaging channels with Enhanced Bots, <a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;type=5&amp;language=en_US" target="_blank">view required editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d2668e82">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2668e82 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2668e82 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Set up an enhanced messaging channel.
    
    See [Set Up Enhanced Chat](https://help.salesforce.com/s/articleView?id=service.miaw_setup_stages.htm&type=5&language=en_US).
2. Create an enhanced case management bot from the template.
    
    See [Create an Enhanced Bot from Scratch or from a Template](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_create_scratch.htm&type=5&language=en_US).
3. Set up routing for your bot.
    
    See [Route Conversations to and from Your Enhanced Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_route.htm&type=5&language=en_US).
4. Customize your bot according to your business requirements.