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            Create AI Agents From Einstein Bots (Beta)

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            Create AI Agents From Einstein Bots (Beta)

            Transform your customers' experience with Agentforce. With the Create Agent From Bot tool, you can create customized Agentforce Service agents from your Einstein bots. Learn about Agentforce Service Agent and how the tool works.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein for Service, Einstein Platform, or Agentforce for Service add-on.
            To use enhanced Messaging channels with AI agents, see required editions.
            Note
            Note The Create Agent from Bot tool is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and the Non-GA Consumption terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion.
            • Get to Know Agentforce Service Agent
              Agentforce Service Agent autonomously handles service tasks and customer interactions. Learn about it and the features it leverages.
            • Compare Einstein Bots with Agentforce Service Agent
              Einstein Bots and Agentforce Service Agent are similar in some ways and different in others. Compare their features, conversational building blocks, and availability.
            • How the Create Agent from Bot Tool Works
              With the Create Agent From Bot tool, the move to Agentforce is quick and easy. After creating an AI agent from an Einstein bot, the bot stays active so that you can make the move at your own pace.
            • Considerations
              Review these considerations before using the Create Agent from Bot tool.
            • Create an Agentforce Service Agent
              With the Create Agent from Bot tool (beta) on the Einstein Bots Setup page, you can quickly create an Agentforce Service agent.
            • Connect Your AI Agent to Customer Channels
              Connect Agentforce Service agents to enhanced Messaging channels. If your bot is connected to enhanced Messaging channels, you can connect your agent to your bot’s channels and Omni-Channel flows. Before connecting your Agentforce Service Agent to channels, activate it.
            • Transfer Conversations from an Enhanced Bot to an Agentforce Service Agent
              Transfer conversations from an enhanced bot to an AI agent with an Omni-Channel flow. You can save time and resources by routing customers to the point of contact that fits their use case best—whether that’s a simple self-service bot, AI agent, or service rep. For example, an Einstein bot can greet customers, resolve common inquiries, verify customer information, and filter spam messages. When a customer’s intent is complex, sensitive, or requires more personalization, the bot can transfer the conversation to an Agentforce Service agent.

            See Also

             
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