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            Pre-Deployment Tasks for Einstein Bots for Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Pre-Deployment Tasks for Einstein Bots for Financial Services Cloud

            Complete the following tasks before deploying Einstein Bots for Financial Services Cloud.

            1. Enable Chat
              Before you customize Chat, you must create the basic Chat implementation for your Salesforce org. After you complete the basic setup steps, you have a functioning Chat implementation that your agents can use to chat with customers.
              Note
              Note If Chat is already enabled, you do not need to enable it again.
            2. Enable Einstein Bots
              On the Einstein Bots setup page, enable bots, manage settings, and view and access your list of bots.
              Note
              Note If Einstein Bots are already enabled, you do not need to enable them again.
             
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