The Student Success Hub chatbot uses outbound messages, Process Builder, Omni-Channel, Einstein Bots, and flows. Set up these components to help students keep up with their tasks.
- Meet the Student Success Chatbot
Help students keep up with tasks by using the Student Success Chatbot. - Install the Student Success Chatbot
Understand the operational requirements, prerequisites, and how to install the Student Success Chatbot. - Verify and Assign Permissions to Configure the Student Success Chatbot
Configure the Student Success Chatbot user. - Set Up Security for the Student Success Chatbot
Decide how you want to manage the chatbot's permissions. - Get Your Org Ready for the Student Success Chatbot
Complete these tasks to set up your org to use the Student Success chatbot. - Configure the Student Success Chatbot's Custom Fields
Configure the chatbot's custom fields on the Contact and Activity objects. - Understand What the Student Success Chatbot Does
Learn how the chatbot engages with students and uses flows. - Configure the Student Success Chatbot in Einstein Bot Builder
Complete these chatbot setup tasks in Einstein Bot Builder. - Deploy the Student Success Chatbot
Test the chatbot and add it to a messaging channel or an Experience Cloud site.