Employee Concierge Bot

Employee Concierge Bot is an integrated chatbot. Employee Concierge Bot isn’t available on mobile.

Employee Workspace and Employee Concierge must be installed before you can use Employee Concierge Bot.

• Get Started with Employee Concierge Bot
  Before you can install Employee Concierge Bot, you enable chat and Einstein Bots.
• Install the Employee Concierge Bot Unmanaged Package
  Use the Work.com installer to add the Employee Concierge Bot unmanaged package.
• Deploy Chat Functions
  Employee Concierge Bot requires deploying the chat functions.
• Set Up Omni-Channel Routing
  Omni-Channel Routing connects agents and assignments to Employee Concierge Bot.
• Add the Concierge Bot Chat Skill
  Skills identify your agents’ areas of expertise. When you assign an agent to a skill, that agent receives chat requests that are related to the agent’s skill areas.
• Add a Concierge Bot Chat Button
  Adding a chat button helps users access Concierge Bot.
• Create an Embedded Service Deployment
  Create an Embedded Service deployment for each embedded chat window that you’re using. The setup node for Embedded Chat is available only in Lightning Experience.
• Customize the Pre-Chat Form
  You can decide what appears on the pre-chat form for Employee Concierge Bot.
• Create a Concierge Bot Integration User
  An Integration User is a more secure, auditable way to execute flows, and apex into and out of your instance without relying on an existing user’s license.
• Add Branding to Employee Concierge Bot
  You can personalize the way Employee Concierge Bot responds.
• Deploy Employee Concierge Bot to the Chat Channel
  You must deploy Employee Concierge Bot to access it.
• Select a Security Level for Your Community
  The correct security level is vital for controlling data access.
• Add Concierge Bot to Your Community Template
  Making Concierge Bot available on a Community template helps users access it easily.