View Bot Performance with CRM Analytics

Use the Einstein Bots Value managed package to quickly build and dig into reports and visualizations for bot business value, KPIs, and analytics. The dashboard uses your chat data and bot performance metrics, plus cost information specific to your organization (for example, cost per service rep per hour), to let you measure your bot’s value against your organization’s business objectives.

Required Editions

View supported editions for Einstein Bots.

Service Analytics is available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

To use CRM Analytics: Access Service Cloud Analytics Templates and Apps
To use Analytics templated apps: Use CRM Analytics Templated Apps
To create and manage Analytics apps:

Manage CRM Analytics Templated Apps

Edit CRM Analytics Dataflows

  1. Download the Einstein Bots Value dashboard template from AppExchange.
  2. To create the app, from the App Launcher, select Analytics Studio.
  3. Click Create, and then select App.
  4. Search for and select the Einstein Bots Value dashboard app template.
  5. Complete the setup wizard to customize the app with cost information from your organization.