Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Build AI Solutions for Service
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Explore Einstein Bot System Templates

          Explore Einstein Bot System Templates

          Learn about bot templates designed for specific clouds and use cases.

          Required Editions

          View supported editions.
          • Commerce Concierge Template

            Transform your store experience by connecting it to a Commerce Concierge Bot. With the bot’s included dialogs, your customers can authenticate, access multiple accounts, reorder items, and use Einstein generative AI features, such as product discovery and product discovery feedback, without leaving your storefront.

          • Buyer Assistant Sales Template

            Generate leads, deliver personalized conversations, and close deals faster with Buyer Assistant. Buyer Assistant bots transform the web-to-lead experience and help your sales team sell more. A buyer assistant includes CRM-powered dialogs and automation flows that help it to connect with customers. It can pitch your product’s value after business hours, notify relevant team members when a customer is chatting, intelligently route leads to your sales team, and schedule customer meetings for your sales team. After creating a Buyer Assistant bot, you can personalize the conversation experience and adjust the built-in flows to meet your business needs. Get your buyer assistant up and running quickly using the guided onboarding experience.

          • Sales Prospecting Bot Tempate

            The Sales Prospecting Bot template comes prebuilt with conversational text and Salesforce flows that capture prospects, connect prospects with sales reps, and add prospects to cadences automatically. You can choose dialogs for common sales use cases such as answering frequently asked questions and directing website visitors to appropriate resources. The bot template comes with preloaded intent data, which lets it process customer input right away.

           
          Loading
          Salesforce Help | Article