Add a Custom Bot User

Expand a bot’s capabilities with a Custom Chatbot User. By default, each bot is assigned to the Basic Chatbot User. If you want a bot to use features or objects that require additional permissions, assign it to a custom user.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

To assign a Custom Chatbot User Manage Users

The bot performs actions, such as accessing record information, based on the user it’s assigned to. Before you assign a custom user to your bot, make sure that the user has access to features that you want your bot to use, including objects, Visualforce pages, Lightning web components, and Apex classes. You can use an existing user or create a user specifically for your bot.

  1. In the Bot Builder menu, click Overview.
    Overview option in Bot Builder menu
  2. In the Settings area under Bot User, click Edit and then select Custom Chatbot User.
    Bot User setting with Custom Chatbot User.
  3. Select a user and then save your changes.