Add a buyer assistant to your website quickly with a guided onboarding experience. We help you create and personalize your Buyer Assistant bot, enable required features, and set your bot up for success. To get started, go to the Buyer Assistant page in Setup.
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 |
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
- Considerations for Setting Up a Buyer Assistant
Before setting up a buyer assistant, review the related considerations. - Personalizing the Conversation Experience
Buyer Assistant bots include building blocks that help them navigate conversations and perform tasks. Learn about the different parts of your buyer assistant and start personalizing them. - Route Customers to Your Sales Team
Distribute incoming messages among available sales team members using a conversation queue, let your Buyer Assistant bot route conversations to team members, and add an Omni-Channel flow to your bot’s actions. - Let Your Sales Team Connect with Customers
Get your sales team ready to chat with customers. Create a Messaging Session record page so that your team can manage conversations and live chat from one place. And create a custom Messaging Session compact layout so your team members can see relevant information about incoming chats in their Omni-Channel widget. - Start Chatting with Customers
Connect the messaging channel to your website and embed your bot on your website.