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            Deploy Your Bot to Your Experience Cloud Site

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            Deploy Your Bot to Your Experience Cloud Site

            Add your sales prospecting bot to an existing Experience Cloud site to increase case deflection and user engagement.

            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 customize an Experience Cloud site:

            Be a member of the site AND Create and Set Up Experiences

            OR

            Be a member of the site AND an experience admin, publisher, or builder in that site

            To get started, deploy your bot to your Experience Cloud site. You can also deploy your bot to Chat channels (in-app and web) and SMS, Facebook Messenger, and WhatsApp channels. To add your bot to a conversation channel, see Deploy Your Bot to Your Channels.

            Note
            Note You can create multiple bots, but an Experience Cloud site can only have one active bot.
            1. From Setup, in the Quick Find box, enter All Sites, and select All Sites. Then click Builder next to your site.
            2. From Settings, select Security & Privacy. Ensure that your security Level is Relaxed CSP, then under Trusted Sites for Scripts, click Add Trusted Site.
            3. For the Name field, enter Sales Prospecting Bot.
            4. For the URL field, enter your bot’s Chat API Endpoint, and omit /chat/rest/. You can find your bot’s Chat API endpoint on the Chat Settings page in Setup.
            5. Select Active, then click Add Site.
            6. To add and configure the chat component on the site, open the Components panel, and then search for Embedded Service Chat. Add the Embedded Service Chat component to the Template Footer region of your site’s home page.
            7. Label your chat button, and specify the remaining settings.
            8. To test your bot from a sales rep’s perspective, test your embedded chat window.
            9. Before you deploy your bot on your live Experience Cloud site, add knowledge articles with your company and product information. To serve knowledge articles with your bot, you must add the summary field to the Knowledge object’s page layout.
            10. To deploy the bot on your live Experience Cloud site, click Publish, and then click Got It.

            See Also

             
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