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Considerations for Setting Up a Buyer Assistant
Before setting up a buyer assistant, review the related considerations.
Required Editions
| Available in: Lightning Experience |
| Available with Sales in Performance and Unlimited Editions |
| Available with Sales Engagement, which is available in Performance and Unlimited Editions, and for an extra cost in Professional and Enterprise Editions |
General
- When you create a bot from the Buyer Assistant setup page, we complete a few setup steps
for you. You can make changes as needed.
- We create the Messaging for In-App and Web User permission set. Make sure that you assign it to your sales team and sales leaders who supervise your team.
- If it isn’t enabled, we turn on Einstein Bots.
- If it isn’t enabled, we turn on Omni-Channel.
- We create a messaging channel, routing configuration, and conversation queue to manage incoming messages.
- We create and configure the Send to Record Owner flow and Route to Bot flow.
- If you create a Buyer Assistant bot using the enhanced bot template, you don’t see the guided onboarding experience. Instead, you see the enhanced bots guided setup flow.
- Buyer Assistant system limitations are the same as Einstein Bots system limitations.
- When a buyer assistant creates a lead, the lead and its associated messaging session are assigned using your lead assignment rules.
- Buyer Assistant isn’t supported in Government Cloud. Don’t turn on Buyer Assistant in Government Cloud Plus organizations. Contact your Salesforce account executive for more details.
Using Inbox with a Buyer Assistant
- If you use the Buyer Assistant permission set to access Salesforce Inbox, you can send available times and schedule meetings only through a Buyer Assistant bot. Other Inbox features, such as email tracking, aren’t available through this permission set.
- To use Inbox features, your team must connect their Microsoft or Gmail calendar to Salesforce.
- Available times are based on the primary calendar of a record owner’s connected Outlook or Google calendar only. The available times that a customer sees update as their record owner’s availability changes.
- If your team connects their Google calendar to Salesforce, a Google Meet link is added to events scheduled by Inbox. If you use a different virtual conferencing solution, you can manually generate the meeting link using that solution’s tools and add it after the event invitation is generated.
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