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.
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 |
A template is supported for either standard or enhanced bot types. You can create an enhanced bot only from templates created with the enhanced bot type or created from an existing enhanced bot. To learn more about custom templates, visit Create an Einstein Bot Template.
In Summer ’23, 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.
- 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.
- Launch the guided setup from the Einstein Bots main page. For your first bot, click Create a New Bot. Otherwise, click New.
- Select Enhanced Bot, and then click Next.
-
To create an enhanced bot from scratch, select Start from
Scratch. To create an enhanced bot from a template, select a bot
template.
The guided setup shows only bot templates supported for enhanced bots and your current licenses.
- Click Next and follow the guided setup for specific instructions on your new bot. You can set up menu items, routing with Omni-Channel Flow, and more.
When you complete the guided setup, the system creates the bot and enters the Bot Builder Dialog page.
| Configure Routing for Your Bot | |
|---|---|
| Inbound: Send conversations to your enhanced bot | Outbound: Transfer conversations from your enhanced bot |
|
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. |
| 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. | |