Use the Guided Setup Flow to create an enhanced bot from scratch or from a template. Or you can clone an existing bot.
Required Editions
| View supported editions for Einstein Bots. |
| View supported editions for Messaging. |
| User Permissions Needed | |
|---|---|
| To build and manage Einstein Bots: |
Customize Application OR Modify Metadata OR Manage Bots |
- Turn on Omni-Channel to allow Salesforce to create Omni-Channel flows to route conversations to and from your bot. Omni-Channel must be enabled to create and manage Omni-Channel flows.
- Visit Route Conversations to and from Your Enhanced Bot to get an overview of inbound and outbound routing with Omni-Channel Flow.
| Routing for Your Enhanced Bot | ||
|---|---|---|
| Inbound: Send conversations to your enhanced bot | Outbound: Transfer conversations from your bot | |
| Create an Enhanced Bot from Scratch or from a Template |
In the guided setup, you can choose to create a simple inbound Omni-Channel flow. It’s saved as Route to [Bot Name] and appears in the Inbound Omni-Channel Flows section of the Bot Overview page. To use this flow:
Otherwise, create an inbound Omni-Channel flow from scratch. |
In the guided setup, you can create or select a default outbound Omni-Channel flow. If you create an outbound flow, it’s saved as Route from [Bot Name] and appears in the Outbound Omni-Channel Flow setting on the Bot Overview page. To use this flow, in Flow Builder, specify an agent, bot, queue, or skill as the transfer destination in the Route Work action. Then make any other customizations and activate the flow. Otherwise, create an outbound Omni-Channel flow from scratch and specify it in the Outbound Omni-Channel Flow setting. |
| Clone a Standard Bot as an Enhanced Bot |
When you clone a standard bot as an enhanced bot, we create a simple inbound Omni-Channel flow for your bot. It’s saved as Route to [Bot Name] and appears in the Inbound Omni-Channel Flows section of the Bot Overview page. To use this flow:
Otherwise, create an inbound Omni-Channel flow from scratch. |
When you clone a standard bot as an enhanced bot, we create a simple outbound Omni-Channel flow for your bot. It’s saved as Route from [Bot Name] and appears in the Outbound Omni-Channel Flow setting on the Bot Overview page. To use this flow, in Flow Builder, specify an agent, bot, queue, or skill as the transfer destination in the Route Work action. Then make any other customizations and activate the flow. Otherwise, create an outbound Omni-Channel flow from scratch and specify it in the Outbound Omni-Channel Flow setting. |
| Clone an Enhanced Bot |
When you clone an enhanced bot, the inbound Omni-Channel flows that route conversations to your original bot don’t automatically route conversations to your new bot. To route conversations to your new bot, visit Flow Builder and edit or create an inbound Omni-Channel flow from scratch. |
When you clone an enhanced bot, the Outbound Omni-Channel Flow setting and associated outbound Omni-Channel flow are retained from the original bot and automatically transfer conversations from your new bot. To use a different Omni-Channel flow, create an outbound Omni-Channel flow from scratch and specify it in the Outbound Omni-Channel Flow setting |
| Any Omni-Channel flow that Salesforce creates doesn’t route conversations to or from your bot until you customize and activate it in Flow Builder. | ||
- Create an Enhanced Bot from Scratch or from a Template
Use the guided setup to create an enhanced bot from scratch or from a template. The guided setup is fitted with tools that help create exceptional bot experiences, including helpful custom and system dialogs, entities and variables for capturing customer input, plus bot analytics. - Clone a Standard Bot as an Enhanced Bot
Clone a standard bot as an enhanced bot to upgrade your existing conversation designs with rich content and more flexible routing. - Clone an Enhanced Bot
Create a similar enhanced bot to quickly help with development, or grow your enhanced bot portfolio by creating similar bots for different use cases. You can’t clone an enhanced bot as a standard bot.