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Einstein Bots Requirements

Einstein Bots Requirements

Before we can have fun with Einstein Bots, we have to finish a few chores.

Required Editions

  1. Obtain a Service license and a Chat or Messaging license. Each org is provided 25 Einstein Bots conversations per month for each user with an active subscription. To make full use of the Einstein Bots Performance page, obtain the Service Analytics App.
    Note
    Note Chat and Messaging licenses support different channels (such as SMS or Facebook Messenger) and might have different requirements.
  2. Enable Lightning Experience.
  3. Run the Chat guided setup flow.
  4. Enable Salesforce Knowledge if your bot serves Knowledge articles to customers.
  5. Publish an Experience Cloud site (preferable) or a Salesforce site.
  6. Provide an Embedded Chat button for your customers on your community or site.
Note
Note You receive 25 Einstein Bots conversations per month for each active Digital Engagement user. You can buy a subscription for an additional 100 Einstein Bots conversations per month for use in one org. Conversations must be used within a given calendar month and don't roll over to subsequent calendar months. Learn more about billing for Einstein Bots in Engaged Sessions, Bot Billing, and Bot Performance.

Salesforce has the right to terminate your access to Einstein Bots if there is any unauthorized use.

 
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