---
schema_version: "1"
id: 2cbf1f82260c1b7552a5bcb136fe230bde7a2ad484986dafd49c2b5102263d2c
title: Generate Leads with Buyer Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/leads_sales_bots_lead_gen.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.leads_sales_bots_lead_gen.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a95d82e4afa4a326b03fa4755e0aceda8dc2821aa990bf079784fa67a9b0632
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Generate Leads with Buyer Assistant

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

<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 Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</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="d70781e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70781e84 ">To build and manage Buyer Assistant bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70781e84 ">
              <p>View Setup OR Lightning User Experience</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application OR
                Modify Metadata OR Manage Bots</p>
            </td>

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

1. From Setup, in the Quick Find box, enter Buyer, and then select **Buyer Assistant (Beta)**.
2. To create a buyer assistant for the web, click **Create**.
3. 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.
4. To continue setting up your buyer assistant, see [Setting Up a Buyer Assistant](https://help.salesforce.com/articleView?id=sales_einstein_bots_setup.htm&language=en_US).