Salesforce Docs Portal

View and Edit Your Bot’s Name and Description

When you create a new bot, you give it a name and an optional description that’s not visible to customers. These details can be changed.

Required Editions

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

Customize Application

OR

Modify Metadata

OR

Manage Bots
  1. In the My Bots list, click Action menu | Edit for your new bot.
  2. In the Bot Information area, click Edit.
    Edit bot name and description
  3. Update the name and description for your bot as needed.
    Update name and description