Clone a standard bot as an enhanced bot to upgrade your existing conversation designs with rich content and more flexible routing.
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 |
When you clone a standard bot as an enhanced bot, the guided cloning experience reconfigures features that work differently for enhanced bots. Learn more in About Cloning a Standard Bot as an Enhanced Bot.
- 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.
- Go to the Einstein Bot Setup page and find the standard bot you want to clone in the My Bots list.
- Click the dropdown and select Clone.
- Enter a unique bot display name and API name.
- Under Select a type of bot, select Enhanced: A bot that uses flows for more flexible routing. Then click Next.
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Review the details about how we configure your new bot’s context variables,
conversation routing, and custom dialogs.
Important If your bot dialogs contain any references to the Chat Key context variable, we generate a list of affected dialogs. Download the list, remove references to the variable from your dialogs, and then restart the cloning process. The list doesn’t include any references to the Chat Key variable in merge fields. After you clone your bot, consider reviewing the messages your bot sends your customers. - Save your changes. The system clones the bot and enters the Bot Builder Dialogs page.
| Configure Routing for Your Bot | |
|---|---|
| Inbound: Send conversations to your enhanced bot | Outbound: Transfer conversations from your enhanced bot |
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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. |
| 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. | |
- About Cloning a Standard Bot as an Enhanced Bot
When you clone a standard bot as an enhanced bot, the guided cloning experience reconfigures features that work differently for enhanced bots.