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Create an Einstein Bot from Scratch

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Create an Einstein Bot from Scratch

Create a bot that includes standard Salesforce system dialogs, including Transfer to Agent and End Chat. This bot is perfect for Bot admins who want to start with a blank slate.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots
  1. From the Einstein Bots setup page, create a bot by launching the guided setup.
  2. Select Bot from Scratch.
  3. Customize your bot’s greeting message. We recommend that you introduce your bot as a bot to keep trust with your customers.
  4. Define menu items for the bot. Each item is available as a dialog and appears in the bot’s Main Menu.
  5. Select an Embedded Service Deployment for your bot. If you plan to use this bot with a Messaging Channel, skip this step and add the connection later on the Bot Overview page.
    The Bot Preview page doesn’t work until you link a deployment. Each bot must have a unique deployment. If you select a deployment that’s already in use by another bot or on a live site, you could disrupt those services.
  6. Click Next and then Finish. The system completes the bot creation and takes you to the Bot Builder Dialog menu.

​​To get oriented, explore the Overview, Dialogs, Entities, Variables, and Performance pages.

To deploy your bot, connect your bot to a channel.

To preview the bot in Bot Builder, add an Embedded Chat deployment to your bot. When you’re ready to activate your bot, click Activate.

See Also

 
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