Add a buyer assistant to your website quickly with a guided onboarding experience. We
help you create and personalize your Buyer Assistant bot, enable required features, and set your
bot up for success. To get started, go to the Buyer Assistant page in Setup.
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
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Personalizing the Conversation Experience Buyer Assistant bots include building blocks that help them navigate conversations and perform tasks. Learn about the different parts of your buyer assistant and start personalizing them.
Route Customers to Your Sales Team Distribute incoming messages among available sales team members using a conversation queue, let your Buyer Assistant bot route conversations to team members, and add an Omni-Channel flow to your bot’s actions.
Let Your Sales Team Connect with Customers Get your sales team ready to chat with customers. Create a Messaging Session record page so that your team can manage conversations and live chat from one place. And create a custom Messaging Session compact layout so your team members can see relevant information about incoming chats in their Omni-Channel widget.
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