Learn about Einstein bot blocks designed for specific clouds and use cases.
Required Editions
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Add a Case Comment
- Description: Collects a case comment and adds it to an existing case.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Agent Transfer
- Description: Transfers a conversation to a service rep or lets the user know no service reps are available.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Check Case Status
- Description: Collects a case number and email address from the user and returns the case status.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Check Order Status
- Description: Collects an order number from the user and returns the order amount and status.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Close Case
- Description: Closes a matched case.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Create Case
- Description: Checks a variable for existing cases and creates a case for a new issue.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
CSAT Survey
- Description: Collects a user's rating of their satisfaction with the conversational experience.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A
Data Collection Disclosure
- Description: Discloses that a user’s conversation with the bot can be saved.
- Supported bot types: Standard or Enhanced
- Additional setup: Change the movement of the conversation so the block comes after the Welcome dialog and before the Main Menu dialog.
Effective Account Selection
- Description: Checks if a user has an existing account and collects the account’s information. If more than one user account is found, returns a list of accounts and collects the selected account’s information.
- Supported bot types: Enhanced
- Additional setup: N/A
Feedback Collection
- Description: Collects a user's feedback of their satisfaction with the conversational experience and tracks the feedback using Goals. If a user has an unsatisfactory experience, collects details about the experience from the user.
- Supported bot types: Enhanced
- Additional setup: N/A
Order List
- Description: Returns the user’s recent orders.
- Supported bot types: Enhanced
- Additional setup: N/A
Product Recommendations
- Description: Collects the user’s requests and returns product recommendations based on the request.
- Supported bot types: Enhanced
- Additional setup: N/A
Reorder
- Description: Collects the order number for a user’s past order and adds the items from that order to the user’s cart.
- Supported bot types: Enhanced
- Additional setup: N/A
User Authentication
- Description: Collects the user’s username and sends a verification code to the user’s email address.
- Supported bot types: Enhanced
- Additional setup: N/A
User Info Collection
- Description: Collects the user’s first name, last name, email address, phone number, and company name.
- Supported bot types: Standard or Enhanced
- Additional setup: N/A