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            Sales Prospecting Bot Requirements

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            Sales Prospecting Bot Requirements

            Before you get started with the Sales Prospecting Bot template, confirm that you meet these requirements.

            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.
            1. Obtain a Chat or Messaging license. Then enable Chat and Omni-Channel.
            2. Add the Omni-Channel widget to the Sales Engagement console app.
            3. Create an Experience Cloud site for your bot.
            4. Enable Lightning Knowledge if you want your bot to serve knowledge articles to customers.
              1. To do more than read knowledge articles, your sales reps need a Knowledge User license. Assign permissions to users who publish, archive, delete, and manage articles.
             
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