Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Generate Leads with Buyer Assistant

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Generate Leads with Buyer Assistant

            Buyer Assistant bots include CRM-powered dialogs and automation flows that notify relevant team members when a customer is chatting, intelligently route leads to your sales team, and schedule customer meetings for your sales team. After creating a buyer assistant, you can personalize the conversation experience and adjust the built-in flows to meet your business needs. Use the guided onboarding experience to get your buyer assistant up and running quickly.

            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
            User Permissions Needed
            To build and manage Buyer Assistant bots:

            View Setup OR Lightning User Experience

            AND

            Customize Application OR Modify Metadata OR Manage Bots
            1. From Setup, in the Quick Find box, enter Buyer, and then select Buyer Assistant (Beta).
            2. To create a buyer assistant for web, click Create.
            3. Follow the guided onboarding experience. After you create your assistant, assign the Messaging for In-App and Web User permission set to your sales team and sales leaders who supervise your team.
            4. To continue setting your buyer assistant, see Setting Up a Buyer Assistant.
             
            Loading
            Salesforce Help | Article