---
schema_version: "1"
id: 0341414afda76fd1aab951b6e0bb8eaacb0f25c64717d2030b138b7208216a19
title: Add a Dialog
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_new_dialog.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_new_dialog.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7931dc5b787111ff43957a30b1281bdff03d9e37bc501ad4096f9cf80a361479
description: Name the dialog and decide whether to include it in the Bot Options menu that’s always available to your customers in the chat window.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Add a Dialog

Name the dialog and decide whether to include it in the Bot Options menu that’s always available to your customers in the chat window.

### 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="d31139e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31139e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31139e57 ">
              <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 Dialogs are specific to the version of the bot in which they’re created.

1. From the Bot Builder menu, click **Dialogs**.
    
    ![Dialogs option in Bot Builder menu](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/bots_service_builder_menu_dialog.png)
2. In the Dialogs panel, click **New**.
    
    ![New dialog](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/bots_service_dialog_new.png)
3. Determine whether to create a dialog from scratch or by using Einstein Conversation Mining (beta).
    1. After you set up Einstein Conversation Mining and build your first report, you can select any finished report from the dropdown. Then, you can create a dialog based on one of the top contact reasons. If you choose a contact reason for your dialog, the Name, API Name, and Description fields fill in with details from the contact reason. After you save, excerpts from your conversation records used to build the contact reason transfer into the new bot dialog as dialog intent utterances.
    2. If you choose to not use Einstein Conversation Mining, give the dialog a name, API name, and optional description.
4. To include the dialog in a group of related dialogs, select the group name.
5. To include the dialog in the persistent options menu in the chat window, select **Show in Bot Options Menu** (for use with Chat channels only).
    
    ![Show dialog in Bot Options menu](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/bots_service_show_dialog_in_bot_options.png)
6. Save the new dialog.
7. [Set up the dialog](https://help.salesforce.com/s/articleView?id=service.bots_service_setup_dialog.htm&release=264.0.0&type=5 "After you add a dialog, set it up by adding steps (outbound messages, questions, actions, rules) and tell the bot what to do after the dialog finishes. If you’re using intents, train the bot to understand the customer intent associated with the dialog.") by adding dialog steps.

#### See Also

- [Einstein Conversation Mining](https://help.salesforce.com/s/articleView?id=service.conversation_mining_intro.htm&type=5&language=en_US)