Presence statuses indicate if a sales rep is online and available to receive prospects. Create a presence status for your sales prospecting bot that includes your service channel. That way, reps that are assigned to this presence status can receive your bot’s incoming leads.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To set up Omni-Channel: | Customize Application |
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 to get
started.
- From Setup, in the Quick Find box, enter Presence Statuses, select Presence Statuses, and then click New.
- For the Status Name field, enter Available - Lead.
- For the status option, select Online. The Online status lets reps who use this presence status receive new work items.
- Add the Leads service channel to the Available Channels list.
- Save your changes. To add more statuses, repeat the steps. For example, you can create a Busy presence status to indicate that a rep is unavailable and can’t receive incoming prospects.
- Give reps access to your presence statuses through permission sets or profiles.