---
schema_version: "1"
id: e9155b75da2af46627bac227eb3bdf306f7c3c73e813c4088586e0b1793f3755
title: Get Started with the Sales Prospecting Bot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_bot_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_bot_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fd1d025455efca3808f1d998868d775d30c37c058dc783ebfc3834ef7ce94228
description: Create a fully featured bot with the Sales Prospecting Bot template. Ease the load on your sales reps with the bot’s prebuilt
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Get Started with the Sales Prospecting Bot

Create a fully featured bot with the Sales Prospecting Bot template. Ease the load on your sales reps with the bot’s prebuilt

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</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="d157217e80">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d157217e80 ">To build and manage Einstein Bots: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d157217e80 ">Customize Application OR Modify Metadata OR Manage Bots</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d157217e80 ">To create a sales prospecting bot: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d157217e80 ">
              <p>Sales Engagement User or Sales Engagement User Included</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Sales Engagement Cadence Creator Included</p>
            </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note The Prospecting Bot is in maintenance mode. Existing bots continue to be supported. However, no new features or enhancements will be added. Looking for information about Agentforce Prospecting instead? We recommend using that agent when implementing AI for your prospecting needs. See [Learn About Agentforce Prospecting](https://help.salesforce.com/s/articleView?id=sales.sales_agent_prospecting_learn_about.htm&type=5&language=en_US) to get started.

1. From Setup, in the Quick Find box, enter Einstein Bots, and then select **Einstein Bots** under Service Cloud Einstein. To get started with Einstein Bots, click the toggle and accept the terms. Then click **Try Einstein**.
2. Launch the Guided Setup Flow from the Einstein Bots main page. For your first bot, click **Create a New Bot**. Otherwise, click **New**.
3. Select **Sales Prospecting Bot** from the options provided. Click **Next**.
    
    ![Choose a template step of the the Einstein Bot Guided Setup Flow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_setup_bot_create.png)
4. Give your bot a name. This name is visible to customers, so select something that fits your company’s voice and tone. You can edit this name later on the [Bot Overview](https://help.salesforce.com/s/articleView?id=service.bots_service_new_bot.htm&type=5&language=en_US) page.
5. Select your bot’s primary language. Click **Next**.
6. Select your bot’s actions. You can include **Company and Products**, **Connect with Sales**, or both. Each action creates a dialog and adds it to the bot Main Menu. Click **Next**.
7. Select an Embedded Service Deployment for your bot. Each bot requires a unique deployment. Selecting a deployment that is already in use can disrupt other services. If you don’t link a deployment, the Bot Preview page doesn’t automatically work.
8. To start intent model training, click **Proceed** and then **Finish**. The intent model requires a few hours to build. Until the model is built, text input into the bot isn’t processed for intent. When the Model Management page is updated with metrics, the intent model is ready to use.

#### See Also

- [Einstein Bots System Limitations](https://help.salesforce.com/s/articleView?id=service.bots_service_limitations.htm&type=5&language=en_US)
- [Understand Einstein Bot Dialogs](https://help.salesforce.com/s/articleView?id=service.bots_service_dialog_about.htm&type=5&language=en_US)