Set Up Enhanced Bots

Build more secure, more personalized conversational experiences with Enhanced Bots. Connect an enhanced bot to enhanced Messaging channels, including Enhanced Chat and enhanced third-party channels, and to Slack and the Einstein Bots API. Leverage the flexibility of Omni-Channel Flow and powerful business rules to route conversations to and from a bot. Plus, add rich content such as files to your bot conversations—no workarounds required.

Required Editions

View supported editions for Einstein Bots.
View supported editions for Messaging.
Note
Note Starting August 17, 2026, Einstein Bots is in Maintenance Mode. Existing Einstein Bots continue to be supported and can be used after August 17, 2026. However, no new features or enhancements will be added, and we recommend using Agentforce for new AI agent implementations. See Upgrade Bots to Service Agent and Learn about Agentforce.
Differences between Standard and Enhanced Bots
Feature Standard Bots Enhanced Bots
Conversation Routing
Supported Channels Chat, Standard Messaging channels

Enhanced Messaging channels, including:

  • Enhanced Chat
  • Enhanced Messaging for Facebook
  • Enhanced Messaging for WhatsApp
  • Bring Your Own Channel
  • Bring Your Own Channel for CCaaS

Slack, Einstein Bots API v5 and later

Inbound Routing: Connect your bot to channels to send messages to your bot Connections: One-to-one linking between channel and bot

Omni-Channel Flow: Flexible linking between channel and bot. Conversations are dynamically routed to the bot, based on the business rules in the flow.

Use Connections to connect your enhanced bot to Slack and to the Einstein Bots API.

Outbound Routing: Transfer conversations from your bot

Direct transfer: Sends a conversation directly to a specific standard bot, queue, or skill.

The Transfer to Agent Next Step and Transfer to Agent system dialog transfer the conversation to a service rep in the queue specified in the channel or deployment.

Omni-Channel Flow: Dynamically sends a conversation to a service rep, bot, queue, or skill, based on the business rules in the flow.

The Transfer to Agent Next Step and Transfer to Agent system dialog use the default outbound Omni-Channel flow specified on the Bot Overview page to route the conversation to an agent or bot, based on the business rules in the flow.

Supports direct transfer to another enhanced bot.

Creating a Bot
Cloning Can be cloned as a standard bot or as an enhanced bot Can be cloned as an enhanced bot only
Templates

Creating a bot from a template: Supported

Creating a template from a bot: Supported

A template is supported for either standard or enhanced bots, so available templates can vary between bot types.

Creating a bot from a template: Supported

Creating a template from a bot: Supported

A template is supported for either standard or enhanced bots, so available templates can vary between bot types.

The Intro Template isn’t available out-of-the-box for enhanced bots. You can’t create an enhanced bot from the Intro Template, but you can clone a standard bot created from the Intro Template as an enhanced bot.

Bot Blocks

Creating a block from a dialog group: Supported

Importing a block: Supported

A bot block is supported for either standard or enhanced bots, so available blocks can vary between bot types.

Creating a block from a dialog group: Supported

Importing a block: Supported

A bot block is supported for either standard or enhanced bots, so available blocks can vary between bot types.

Bot Preview Rich Content Preview, Text Preview Text Preview
Conversational Enhancements
Rich Content Not supported

Supports inbound files, outbound files

Supports the following messaging components:

  • Enhanced link
  • Time selector
  • Question with dynamic options*

*The plain text Static and Dynamic Question dialog steps are supported for standard and enhanced bots.

The Einstein Bots API doesn’t support messaging components.

Multi-Language Support Supported Supported
Context Variables Chat Key, Contact Id, End User Id, Routable Id Contact Id, End User Id, Routable Id
Bot Options Menu Supported for bots on Chat Supported for bots on Enhanced Chat
Bot Response Delay Supported Supported
Pre-Chat Supported for bots on Chat Supported for bots on Enhanced Chat
Post-Chat URLs Supported for bots on Chat Supported for bots on Enhanced Chat
Smart Features
Article Answers Supported Supported
NER: Exact Match, Entity Recognition Supported Supported
NLP: Intent Model, Intent Classification, Intent Recognition Supported Supported
Bot Reporting
Goals Supported Supported
Event Logs Supported Supported
Standard Reports Supported Supported
Einstein Bots Value Dashboard Supported for Einstein Bots customers with CRM Analytics Supported for Einstein Bots customers with CRM Analytics
  • Create an Enhanced Bot
    Use the Guided Setup Flow to create an enhanced bot from scratch or from a template. Or you can clone an existing bot.
  • Route Conversations to and from Your Enhanced Bot
    Use Omni-Channel Flow to send conversations to and from your bot over enhanced Messaging channels. Or connect your enhanced bot to Slack or the Einstein Bots API on the Bot Overview page.
  • Use Pre-Chat with an Enhanced Bot
    Use an enhanced bot to gather important customer information and customize a conversation with a bot or service rep on Enhanced In-App Chat or Enhanced Web Chat channels. After you set up pre-chat for Enhanced Chat, create and map custom bot context variables to the Messaging Session object.
  • Boost Your Enhanced Bot with Structured Content
    Deliver richer bot conversations over enhanced Messaging channels and decrease service rep handle time with interactive, user-friendly structured content. Set up your enhanced bot to send a file, receive a file, or display an enhanced link.
  • Considerations for Enhanced Bots
    Carefully review these considerations before setting up Enhanced Bots.