Buyer Assistant bots include CRM-powered dialogs and automation flows that notify
relevant team members when a customer is chatting, route leads to your sales team,
and schedule customer meetings. After you create a buyer assistant,
personalize the conversation experience and adjust the built-in flows to meet your business
needs. To set up your buyer assistant quickly, use the guided onboarding
experience.
Required Editions
| Available in: Lightning Experience |
| Available with Sales in Performance and Unlimited
Editions |
| Available with Sales Engagement, which is available in Performance and
Unlimited Editions, and for an extra cost in Professional and
Enterprise Editions
|
| User Permissions Needed |
| To build and manage Buyer Assistant bots: |
View Setup OR Lightning User Experience
AND
Customize Application OR
Modify Metadata OR Manage Bots
|
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From Setup, in the Quick Find box, enter Buyer, and then select
Buyer Assistant (Beta).
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To create a buyer assistant for the web, click Create.
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Follow the guided onboarding experience. After you create your assistant, assign the
Messaging for In-App and Web User permission set to your sales team and to the sales
leaders who supervise your team.
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To continue setting up your buyer assistant, see Setting Up a Buyer Assistant.
