---
schema_version: "1"
id: 108c39c92aef739b119a0b77a838792ae3f223a581bca511093ed8ae610359c6
title: Create an Intro Template Bot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_create_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_create_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f2e5454bd57e4dc667968923f98a25bdc87fa65afb64c4c95de6be17593b242
description: The intro template includes popular Salesforce actions such as creating a case, creating a lead, looking up an order, or adding a case comment to an existing case. To kickstart conversational experiences, the template also includes intent data.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Create an Intro Template Bot

The intro template includes popular Salesforce actions such as creating a case, creating a lead, looking up an order, or adding a case comment to an existing case. To kickstart conversational experiences, the template also includes intent data.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d39436e57">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d39436e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d39436e57 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
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      </table>

To deploy this bot, users must have the Manage User Profiles, Run Flows, and Permission Sets permissions.

To deploy a bot that checks the status of an Order, you must enable Orders.

To create and deploy an Intro Template Bot, you must enable both Chat and Messaging. You can deploy the Intro Template Bot to the Chat channel only.

1. From the Einstein Bots setup page, create a bot by launching the guided setup.
2. Select **Start from a Template**.
3. Name your bot. This name is visible to customers, so enter a name that fits your company’s voice and tone. You can edit the name later on the Bot Overview page.
4. Select your bot’s primary language and any secondary languages. The NLP engine uses the languages you select to process text.
5. Select the actions that you want to include in your bot. Each action is available as a dialog and appears in the bot’s Main Menu.
6. Select an Embedded Service Deployment for your bot.
    
    The Bot Preview page doesn’t work until you link a deployment. Each bot must have a unique deployment. If you select a deployment that’s already in use by another bot or on a live site, you could disrupt those services.
7. Click **Proceed** and then **Finish**. The system completes the bot creation, starts building the intent model, and takes you to the Bot Builder Dialog menu.
    
    The intent model requires a few hours to build in the background. When the intent model is ready to use, the Model Management page is updated with metrics. Until the model is built, text input into the bot isn’t processed for intent.

​​To get oriented, explore the Overview, Dialogs, Entities, Variables, and Performance pages.

If your bot supports multiple languages, see [Define Languages for Your Einstein Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_language_define.htm&release=264.0.0&type=5 "Your global customers expect your bots to understand their native language. To know what your customers are saying, your bots must know how a language works. Bots use natural language understanding (NLU) and named entity recognition (NER) to understand language and local details such as dates, currency, or number formatting. Einstein Bots that use a specific language can better understand the customer and route them to the correct dialog.") to complete language setup.

To deploy your bot, [connect your bot to a channel](https://help.salesforce.com/s/articleView?id=service.bots_service_deploy_to_channels.htm&type=5&language=en_US).

To preview the bot in Bot Builder, add an Embedded Chat deployment to your bot. When you’re ready to activate your bot, click **Activate**.

#### See Also

- [Get Started with the Intro Template Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_template.htm&release=264.0.0&type=5 "Take a deep dive into the Einstein Bot Intro Template. You can learn how to create great bots by reviewing building tips, conversation design strategies, and bot flow. Create a bot to connect with sales, report an issue, and check the status of an issue or an order.")
- [What’s an Entity?](https://help.salesforce.com/s/articleView?id=service.bots_service_whats_an_entity.htm&release=264.0.0&type=5 "An entity represents a type of data that you want to collect from a customer. We provide the following system entities: Boolean, Currency, Date, DateTime, Email Address, Number, Object (standard or custom), Phone Number, and Text.")
- [What’s a Variable?](https://help.salesforce.com/s/articleView?id=service.bots_service_whats_a_variable.htm&release=264.0.0&type=5 "A variable is a container that stores a specific piece of data collected from the customer or output from Salesforce. Since variables are containers of information, they can be used within dialog actions as both inputs and outputs and can be inserted as part of the text in messages.")
- [Monitor, Analyze, and Refine Bot Activity](https://help.salesforce.com/s/articleView?id=service.bots_service_analyze_bot.htm&release=264.0.0&type=5 "To improve your bot, learn how to report on bot activity. Build standard reports using the Conversation Definition Sessions, Conversation Definition Dialog Daily Metrics, and Conversation Definition Hourly Dialog Metrics objects. To use CRM Analytics with Einstein Bots, download the Einstein Bots Value dashboard from AppExchange.")