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            Understanding Bot Permissions

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            Understanding Bot Permissions

            Enable your team to collaborate building Einstein Bots and intent models. Manage Bots and Manage Bots Training Data permissions allow users to access different parts of the bot depending on their needs.

            Required Editions

            View supported editions.

            Einstein Bots is a team effort. The permission structure is built to accommodate many types of users while maintaining control over who can change the bot structure.

            To view Einstein Bots inside Salesforce, users must have View Set up and Configuration and Lightning User Experience permissions assigned to their profile. Users with these permissions are shown a read-only experience of the Bot Builder.

            In addition, you can assign users the following app permissions:

            Permission Description
            Manage Bots Designed for bot administrators, Manage Bots allows the user to access features in the Bot Builder. Users can create and edit dialogs, edit bot information, add channels, and build bot transfers. Users with the Manage Bots permission can access all features included inside the Manage Bots Training Data permission to build and manage intent models.
            Manage Bots Training Data

            Manage Bots Training Data allows users who want to help build and maintain intent models to access intents, utterances, and bot training. This permission is perfect for users who don’t need access to make structural changes to the bot. Users with this permission can access Einstein Intent Sets, which aid in uploading and migrating intent data across bots and orgs. Manage Bots, Manage Bots Training Data, and Modify Metadata are system permissions within Permission Sets.

            Users with the Modify Metadata or Customize Application permission have the same access as users with the Manage Bots and Manage Bots Training Data permission.
            Feature-Specific Permissions Some features require additional permissions. Review the relevant feature requirements.

            After you set up Einstein Bots, the sfdc.chatbot.service permission set is added to your org and assigned to the Basic Chatbot User. To expand a bot's access to additional features, objects, and capabilities, create a Custom Chatbot User.

             
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