You can create a bot using your data from Einstein Conversation Mining (beta). Using your conversation data, build Einstein Conversation Mining reports and then build a bot with the top results from those reports.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To build and manage Einstein Bots: |
Customize Application OR Modify Metadata OR Manage Bots |
Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole
discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms
provided at Agreements and Terms.
Before you create a bot using results from Einstein Conversation Mining, complete the setup instructions for Einstein Conversation Mining and build at least one report.
This template is available in English only.
- From the Einstein Bots main page, launch the Guided Setup Flow. For your first bot, click Create a New Bot. Otherwise, click New.
- Decide between a Standard Bot or an Enhanced Bot, and click Next.
- Select the Start with your Conversation Data template. Click Next.
- Give your bot a name and select a primary language. Click Next.
- Select a completed Einstein Conversation Mining report. To include contact reasons from that report in your bot, select at least one contact reason. The bot dialog details automatically populate with details from that contact reason. Click Next.
- Select the excerpts (phrases from your conversation transcripts used to build the contact reason) you wish to bring into your bot. After you finish the wizard, the excerpts convert to utterances attached to the dialog intent. Click Next.
- Click Proceed, and then Finish.
After the template finishes building, the system enters the Bot Builder Dialog menu.