---
schema_version: "1"
id: 57f405fd624149153dadf2f229dc9171dcb42f028ccdc0aed49574e11f4adae1
title: Update the Bot Overview Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_new_bot.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_new_bot.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0f6bbb989205e8799b02b3566f334dd26af6f916ffd7759b1617d7ca41551be
description: The Bot Overview Page defines important bot settings such as channels, profiles, and logging conversations. Get acquainted with the page to customize your bot.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Update the Bot Overview Page

The Bot Overview Page defines important bot settings such as channels, profiles, and logging conversations. Get acquainted with the page to customize your bot.

### 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>.</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="d86802e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d86802e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d86802e57 ">
              <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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=service.bots_service_asa_create.htm&type=5&language=en_US) and [Learn about Agentforce](https://trailhead.salesforce.com/content/learn/trails/design-and-implement-ai-agents-with-agentforce).

Each bot includes a Bot Overview page, which defines all settings for the bot. You can update the name and language of your bot, add channels, or define settings such as logging conversations. Any changes made on this page affect your entire bot.

![Bot overview page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bot_service_overview_page.png)

1. From the Einstein Bot setup page, click the name of your bot to launch the Bot Builder.
2. To access the Bot Overview page, select the Overview menu.

- **[View and Edit Your Bot’s Name and Description](https://help.salesforce.com/s/articleView?id=service.bots_service_edit_bot_name.htm&release=264.0.0&type=5)**  
    When you create a new bot, you give it a name and an optional description that’s not visible to customers. These details can be changed.
- **[Add a Custom Bot User](https://help.salesforce.com/s/articleView?id=service.bots_service_add_profile.htm&release=264.0.0&type=5)**  
    Expand a bot’s capabilities with a Custom Chatbot User. By default, each bot is assigned to the Basic Chatbot User. If you want a bot to use features or objects that require additional permissions, assign it to a custom user.
- **[Log Conversations in Bot Event Logs](https://help.salesforce.com/s/articleView?id=service.bots_service_log_conversations.htm&release=264.0.0&type=5)**  
    Use the Log Conversations setting to store conversation data from the Chat Transcript and Messaging Session objects in event logs. Then dig into bot sessions to troubleshoot your bot.
- **[Define Languages for Your Einstein Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_language_define.htm&release=264.0.0&type=5)**  
    Your global customers expect your bots to understand their native language. To know what your customers are saying, your bots must know how a language works. Bots use natural language understanding (NLU) and named entity recognition (NER) to understand language and local details such as dates, currency, or number formatting. Einstein Bots that use a specific language can better understand the customer and route them to the correct dialog.