Your sales prospecting bot can connect to many different endpoints, expanding the ways
that you communicate with your customers. To get started, activate your sales prospecting bot and
set up embedded chat.
Required Editions
Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
User Permissions Needed
To deploy a sales prospecting bot:
Manage User Profiles AND Run Flows AND Permission Sets
To add, edit, or delete channels:
Customize Application
From Setup, in the Quick Find box, enter Einstein Bots, select
Einstein Bots under Service Cloud Einstein, and then select your sales
prospecting bot.
On your bot’s overview page, click Activate. Then click
Preview.
To set up embedded chat for your sales prospecting bot, click Set up
Chat. Then click Start.
Create a chat queue, create a routing configuration, and adjust your reps’ chat workload.
Add your Experience Cloud site’s URL. You can find your site’s URL on the All Sites page in
Setup. Select Sales, and choose an offline support option. Then click
Finish.
Click Next and then Done.
To preview your bot, click the Chat button in Preview.
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