Admins can enable an optional Einstein Bot for Sales Engagement. Build and manage a Sales Prospecting Bot to ease the load on your sales reps. Bots can handle information collection and answer frequently asked questions so sales reps can spend their time on more complex tasks.
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.
The Sales Prospecting Bot template covers common use cases for sales prospects. Each use case appears in the bot’s Main Menu, which directs users down different paths in the bot depending on what they select. The Sales Prospecting Bot template also includes prebuilt flows that handle the creation, assignment, and look-up of Salesforce records. For example, the Connect with Sales dialog skill includes a flow to create a lead.
- Sales Prospecting Bot Requirements
Before you get started with the Sales Prospecting Bot template, confirm that you meet these requirements. - 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 - Set Up Omni-Channel for Your Sales Prospecting Bot
Set up Omni-Channel so your sales prospecting bot can intercept leads and pass them to your sales reps in real time. That way, your reps can assist your leads more effectively and close sales faster - Set Up a Prospect Queue for Your Sales Prospecting Bot
Assign your sales prospecting bot’s incoming leads to sales reps automatically with a prospect queue. When a new Lead work item is assigned to the prospect queue, Omni-Channel attempts to route it to a sales rep using your routing configuration. - Add a Cadence for Your Sales Prospecting Bot
Create a cadence for your sales prospecting bot called Sales Bot Cadence. That way, you can guide sales reps that are assigned to bot-generated leads through a scheduled sequence of prospect outreach activities. - Deploy Your Sales Prospecting Bot
Your sales prospecting bot can connect to many different endpoints, expanding the ways that you communicate with your customers. To get started, activate your sales prospecting bot and set up embedded chat.