---
schema_version: "1"
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title: Setting Up a Buyer Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_einstein_bots_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cdd564d3e0c02031fb9b172162684a1f6bcc2933891dc86cde472a8e829cabf8
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Setting Up a Buyer Assistant

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

<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>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

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](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

1. **[Considerations for Setting Up a Buyer Assistant](https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_setup_considerations.htm&release=264.0.0&type=5)**  
    Before setting up a buyer assistant, review the related considerations.
2. **[Personalizing the Conversation Experience](https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_personalizing.htm&release=264.0.0&type=5)**  
    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.
3. **[Route Customers to Your Sales Team](https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_route_to_team.htm&release=264.0.0&type=5)**  
    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.
4. **[Let Your Sales Team Connect with Customers](https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_connect_with_customers.htm&release=264.0.0&type=5)**  
    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.
5. **[Start Chatting with Customers](https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_start_chatting.htm&release=264.0.0&type=5)**  
    Connect the messaging channel to your website and embed your bot on your website.

#### See Also

- [Einstein Bots](https://help.salesforce.com/s/articleView?id=service.bots_service_intro.htm&type=5&language=en_US)