---
schema_version: "1"
id: cf5d2d36ce74fad2b03c2a20444b342c3e581efb0c25dfbad5ca32b7a8e8001e
title: Create an Enhanced Bot from Scratch or from a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_enhanced_create_scratch.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_create_scratch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff16721d3c072ec246f721f78d5677781f34d48c070887e44c885da272a7d68b
description: 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.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a> for Einstein Bots.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;language=en_US" target="_blank">View supported editions</a> for Messaging.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d58675e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58675e64 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58675e64 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=service.bots_service_create_new_template.htm&release=264.0.0&type=5 "Create an Einstein bot template to share your bots. You can package bot templates and share them between orgs or on AppExchange.").

In Summer ’23, [the Intro Template](https://help.salesforce.com/s/articleView?id=service.bots_service_template.htm&release=264.0.0&type=5 "Take a deep dive into the Einstein Bot Intro Template. You can learn how to create great bots by reviewing building tips, conversation design strategies, and bot flow. Create a bot to connect with sales, report an issue, and check the status of an issue or an order.") 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](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_route.htm&release=264.0.0&type=5 "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.") to get an overview of inbound and outbound routing with Omni-Channel Flow.

1. Launch the guided setup from the Einstein Bots main page. For your first bot, click **Create a New Bot**. Otherwise, click **New**.
2. Select **Enhanced Bot**, and then click **Next**.
3. 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.
4. 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d58675e202">
              <strong>Configure Routing for Your Bot</strong>
            </th>
          </tr>
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d58675e211">Inbound: Send conversations to your enhanced bot</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d58675e214">Outbound: Transfer conversations from your enhanced bot</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Inbound: Send conversations to your enhanced bot" class="slds-cell-wrap" style="vertical-align:top;" headers="d58675e202 d58675e211 ">
              <p>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.</p>
              <p>To use this flow: </p>
              <ul>
                <li>In Flow Builder, specify a fallback queue in the Route Work action. Then make any other
                  customizations and activate the flow.</li>

                <li>Add your flow to a Messaging channel. You can add your flow to an existing channel from
                  the Inbound Omni-Channel Flows section of the Bot Overview page. Otherwise, go to the
                  Messaging Settings page in Setup.</li>

              </ul>
              <p style="margin-bottom:0;">Otherwise, <a href="https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_route_to.htm&amp;release=264.0.0&amp;type=5" title="Create an Omni-Channel flow to route conversations to your bot over enhanced Messaging channels, including Enhanced Chat and enhanced third-party channels. You can add powerful business rules to a flow to send a conversation to a bot or a service rep based on your criteria.">create an
                  inbound Omni-Channel flow from scratch</a>.</p>
            </td>

            <td data-label="Outbound: Transfer conversations from your enhanced bot" class="slds-cell-wrap" style="vertical-align:top;" headers="d58675e202 d58675e214 ">
              <p>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.</p>
              <p>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.</p>
              <p style="margin-bottom:0;">Otherwise, <a href="https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_route_from.htm&amp;release=264.0.0&amp;type=5" title="Use an outbound Omni-Channel flow to route conversations from an enhanced bot to a queue, a service rep, a skill, or another bot over enhanced Messaging channels. Specify a default outbound Omni-Channel flow to route from the Transfer to Agent dialog and the Transfer to Agent Next Step. To route conversations to an outbound Omni-Channel flow other than the default, set up a custom transfer with the Set Routing Type dialog step. Enhanced bots also support direct transfers to another enhanced bot.">create an
                  outbound Omni-Channel flow from scratch and specify it in the Outbound Omni-Channel Flow
                  setting</a>.</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d58675e202 d58675e211 d58675e214 ">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.</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Enable and Configure Omni-Channel](https://help.salesforce.com/s/articleView?id=service.omnichannel_enable.htm&language=en_US)
- [Route Conversations to and from Your Enhanced Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_route.htm&release=264.0.0&type=5 "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.")