---
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title: Considerations for 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_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_einstein_bots_setup_considerations.htm&release=264.0.0&type=5
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description: Before setting up a buyer assistant, review the related considerations.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Setting Up a Buyer Assistant

Before setting up a buyer assistant, review the related considerations.

### 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>

## General

- When you create a bot from the Buyer Assistant setup page, we complete a few setup steps for you. You can make changes as needed.
    - We create the Messaging for In-App and Web User permission set. Make sure that you assign it to your sales team and sales leaders who supervise your team.
    - If it isn’t enabled, we turn on Einstein Bots.
    - If it isn’t enabled, we turn on Omni-Channel.
    - We create a messaging channel, routing configuration, and conversation queue to manage incoming messages.
    - We create and configure the Send to Record Owner flow and Route to Bot flow.
- If you create a Buyer Assistant bot using the enhanced bot template, you don’t see the guided onboarding experience. Instead, you see the [enhanced bots guided setup flow](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_create_scratch.htm&type=5&language=en_US).
- Buyer Assistant system limitations are the same as [Einstein Bots system limitations](https://help.salesforce.com/s/articleView?language=en_US&id=sf.bots_service_limitations.htm&type=5).
- When a buyer assistant creates a lead, the lead and its associated messaging session are assigned using your [lead assignment rules](https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_leadrules.htm&type=5).
- Buyer Assistant isn’t supported in Government Cloud. Don’t turn on Buyer Assistant in Government Cloud Plus organizations. Contact your Salesforce account executive for more details.

## Using Inbox with a Buyer Assistant

- If you use the Buyer Assistant permission set to access Salesforce Inbox, you can send available times and schedule meetings only through a Buyer Assistant bot. Other Inbox features, such as email tracking, aren’t available through this permission set.
- To use Inbox features, your team must connect their Microsoft or Gmail calendar to Salesforce.
- Available times are based on the primary calendar of a record owner’s connected Outlook or Google calendar only. The available times that a customer sees update as their record owner’s availability changes.
- If your team connects their Google calendar to Salesforce, a Google Meet link is added to events scheduled by Inbox. If you use a different virtual conferencing solution, you can manually generate the meeting link using that solution’s tools and add it after the event invitation is generated.

#### See Also

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