---
schema_version: "1"
id: ddfe2d1e6a5664fb02af4dec60a2ebabef0e75fa33d81e924c0cf3e2f5756c8b
title: Deploy the Student Success Chatbot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_chatbot_deploy.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_deploy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c8dad824120c9de37ef0df9e960fee470ec1617a3c52b1c4be73df3134f16d45
description: Test the chatbot and add it to a messaging channel or an Experience Cloud site.
products:
  - Nonprofit
  - Education
release: "264"
---
# Deploy the Student Success Chatbot

Test the chatbot and add it to a messaging channel or an Experience Cloud site.

- **[Test the Student Success Chatbot](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_deploy.htm&release=264.0.0&type=5)**  
    Thoroughly test the chatbot before activating it in your messaging channel or Experience Cloud site. Here are some tips on how to test the chatbot.
- **[Add the Chatbot to Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_deploy.htm&release=264.0.0&type=5)**  
    Add the Student Success chatbot to your Experience Cloud site, which includes updating the site's security and privacy settings.
- **[Add the Chatbot to Your Messaging Channel](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_chatbot_deploy.htm&release=264.0.0&type=5)**  
    To add the Student Success chatbot to a messaging channel, use the Set Up Messaging guided setup flow and then deploy the chatbot to the channel.

## Test the Student Success Chatbot

Thoroughly test the chatbot before activating it in your messaging channel or Experience Cloud site. Here are some tips on how to test the chatbot.

- Create records for a test student, including Contact, Success Plan, and Task records.
- Update the mobile phone number on the Contact record to a phone you have access to.
- Assign Tasks to the Contact record, including Tasks that are completed and in-progress.
- On the test student's Contact record, set the Bot Messaging Advanced Notice as 1 day. Then, change the preference through the chatbot.
- Engage with the chatbot via SMS as the test student's Contact record. Use the quick action for the Contact to send an outbound text, inviting the student to engage with the bot. This means that you don't need to wait for the scheduled flow to run.

Test an Experience Cloud site by using a sandbox environment or a private website.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note If text messages fail to send, make sure none of your test users have open messaging sessions. Click ![The App Launcher icon, which is a grid of dots](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_app_launcher_icon.png) and search for and select **Messaging Sessions**. End any open Messaging sessions in the list.

## Add the Chatbot to Your Experience Cloud Site

Add the Student Success chatbot to your Experience Cloud site, which includes updating the site's security and privacy settings.

1. From Setup, search for and then select **All Sites**.
2. Click **Builder** next to the site in which you plan to deploy the chatbot.
3. Update the site's security and privacy.
    
    1. To open the site's Settings page, from Experience Builder, click ![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_experience_builder_settings_icon.png) and then click **Security & Privacy**.
    2. In the Content Security Policy (CSP) section, set the Security Level as **Relaxed CSP** and then click **Allow**.
    3. In the Trusted Sites for Scripts section, click **Add Trusted Site** and enter these details.
        
        - Name: Student Success Chatbot
        - URL: Enter a part of your Chat API Endpoint (from the Chat Settings page), omitting /chat/rest/ from the URL. For example, https://x.xxx-xxxx-xxx.salesforceliveagent.com
        - Active: Selected
    4. Click **Add Site**.
    5. Close the Settings page.
4. Add and configure the chat component on the site.
    
    1. To open the Components panel, click ![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_experience_builder_settings_icon.png) and then search for Embedded Service Chat.
    2. Drag the Embedded Service Chat component to the Template Footer region of your site's home page.
    3. In the Embedded Service Chat properties pane, verify these settings.
        
        - Chat Deployment: Student\_Success\_Chatbot
        - Display chat button: Selected
        - Pre-chat fields: select as Inactive.
        - Button Label: Chat with Student Support
    4. Close the properties pane.
5. When your site is ready to go live, click **Publish** and then click **Got It**.

## Add the Chatbot to Your Messaging Channel

To add the Student Success chatbot to a messaging channel, use the Set Up Messaging guided setup flow and then deploy the chatbot to the channel.

See [Set Up Messaging with a Guided Setup Flow](https://help.salesforce.com/articleview?id=https://help.salesforce.com/s/.htm&type=5) and [Deploy Your Bot to Your Channels](https://help.salesforce.com/articleview?id=service.bots_service_deploy_to_channels.htm&type=5) in Salesforce Help.