Einstein bot in salesforce full#
Einstein bot in salesforce license#

25 conversations is not a limitation, additional conversations can be bought within Salesforce.

Einstein bot in salesforce license#

It also allows you to start conversations with potential clients using various interaction channels such as SMS, WhatsApp, Facebook Messenger, etc.ĭigital Engagement License provides 25 conversations per month that can be used across any interaction channel. Now you can deliver the kind of seamless service that your clients have come to expect while allowing your agents to be more productive. You can adjust the fonts and text size, as well as the size of the chat window.Įinstein Bot is available with Service Cloud Unlimited Edition or Digital Engagement user licenses.īecause Digital Engagement is native to the Salesforce Platform, your agents will have a 360-degree view of every client, on every channel, with no more screen switching. The bot can be decorated with corporate colors, you can attach your logo to the chat and upload an avatar for the bot. The bot’s appearance can be easily adjusted to the corporate design. The sequence of actions to be performed, if the intent has not been defined, can also be specified. The bot learns a set of phrases suitable for a particular intent, and when the user enters one of the appropriate phrases, the system identifies the intention and can perform the specified actions. Using Natural Language Processing (NLP) helps the bot understand the user’s intentions.

As an example the following menu options can be used: enter case details, transfer to an agent, make an appointment. Dialog branches are customizable and you can set them up as you wish. At any moment a client can switch to the main dialog branches. The Main Menu can be set up at the bottom of the chat window. (This way you can help the client choose the topic of the appeal.)

Einstein bot in salesforce full#

Answer options can save clients’ time when they interact with the bot and help your Salesforce organization keep data full and clean. These answers can be represented by buttons or menu items, and the user can select the most appropriate option. To simplify interaction with the bot, you can create answer options. It can be a template for a phone number, e-mail address, order number in the required format, etc.Īnswer options. A template for the received answers can be set. The bot can validate the data entered by the client. Based on the data entered by the client, the bot switches between dialog branches.ĭata validation. The bot can display the required information to the client, show tips, examples, and ask leading questions. A custom questionnaire can also be created and used to receive data from the client that is needed to ensure the best quality of service.ĭialogs. If you need to collect a client’s contact details, you can easily customize the pre-chat form. The bot is active 24/7, helping clients receive the necessary information at a convenient time for them, and this helps the company keep the maximum number of leads.īesides answering client questions, the bot collects data that the client enters. What can you use the bot for?Įinstein Bot can quickly respond to common questions from clients, which helps reduce waiting time and allows employees to concentrate on challenging tasks. When all information in the chat is received it is automatically stored on the Salesforce side and can be used to create various automation in the future. The bot can be integrated into your website, community page, or visualforce page giving you an opportunity to interact with clients directly from Salesforce without using third-party apps and services. Einstein Bot is a built-in Salesforce tool that helps you deliver better service to your clients.