Sales Prospecting Bot Requirements

Before you get started with the Sales Prospecting Bot template, confirm that you meet these requirements.

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.

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.

Obtain a Chat or Messaging license. Then enable Chat and Omni-Channel.
Add the Omni-Channel widget to the Sales Engagement console app.
Create an Experience Cloud site for your bot.
Enable Lightning Knowledge if you want your bot to serve knowledge articles to customers.
1. To do more than read knowledge articles, your sales reps need a Knowledge User license. Assign permissions to users who publish, archive, delete, and manage articles.