how do i preview chatbot salesforce

Click "Settings" in the left menu Click "Conversations" Click the "Chatbot Automation" tab 2. Click the "Preview" button the top right of the page.

Full Answer

How do I create a chatbot in Salesforce?

Salesforce users have two ways to create a chatbot: using an outside platform and connecting finished creations through Salesforce Lightning, or writing it in Salesforce Einstein Bot. A central tenet of Salesforce's philosophy is offering customers the means to create codeless applications.

Why Salesforce Einstein bots are the future of chatbots?

Moreover, Salesforce has also launched prebuilt Einstein Bots, a chatbot collection that performs many common functions. These preconfigured bots make the technology uptake faster, as developers don't need to make them productive.

What do you like most about Salesforce bots?

Bots are awesome, I thought of having my own personal assistant in Salesforce, who could do most common tasks for me based on my inputs in my own way. This could open up millions of opportunities to automate most of the tasks and the best thing is I can chat with my bot the way how I chat with my human assistant (if I have one :)).

How do chatbots improve customer service?

Personalize every greeting You train customer service agents to be friendly, greet customers by name, and often recognize their status or tier of service. Your AI interface can do the same things within your chatbot.

How do I enable chatbot in Salesforce?

Enable Einstein Bots and select Salesforce Setup. From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots. In the Settings area: Click the toggle next to Einstein Bots to turn it On.

How do I enable Einstein chat bot in Salesforce?

Enable BotsFrom Setup, enter Einstein Bots in the Quick Find box and select Einstein Bots.In the Settings area: Click the toggle on next to Einstein Bots. Click New and select Start from Scratch to follow the setup wizard steps. ... Add a chat channel. In the Builder Menu, click Overview. ... Click Save.

How does Salesforce integrate with chatbot?

Integration InstructionsEnable Lightning Experience, set up My Domain, and deploy to all users.Install the Bot Toolkit unmanaged package and select 'Install for All Users'.Make a copy of the bots_commands. ... In Setup, click Data > Data Import Wizard and Launch Wizard.More items...•

How do you use Einstein bot?

From Setup, in the Quick Find box, enter Einstein Bots , and then select Einstein Bots. To get started with Einstein Bots, click the toggle, and accept the terms. Click New, then follow the Create an Einstein Bot Wizard. To start with a basic framework to handle bot conversations, select Start from Scratch.

How do I enable the Einstein bot options menu?

Setup for Einstein Bots is available in Lightning Experience....In Spring '21, the Bot Options Menu defaults to the new behavior.From the Bot Builder menu, click Dialogs.Right-click the dialog you want to add to the bot options menu and then click Edit.Select Show in Bot Options Menu.

How do I add Einstein bot to my website in Salesforce?

Set Up Your First Einstein BotEnable Chat. ... Implement Chat and/or Messaging. ... From Setup, use the Quick Find box to find Einstein Bots.Enable Einstein Bots. ... To create a bot, click New on the Einstein Bots setup page. ... Activate your bot. ... Add a channel for your bot.More items...

How do I add a chatbot to my website in Salesforce?

Copy the chat code snippet and paste it immediately above the closing tag on your web page, adding Embedded Chat to the page. Paste the chat code snippet into every web page where you want the chat window to appear. Don't place your code snippet in a header or on the same web page as a Chat button.

Does Salesforce offer a chatbot?

Call center support. By interacting with an AI chatbot via a call center application, customers can help themselves without speaking to an agent. They complete tasks such as changing a password, requesting an account balance, or scheduling an appointment. Enterprise support.

What is Salesforce Einstein bot?

Salesforce Einstein Bot is a natural language processing (NLP) and natural language understanding (NLU) chatbot developed with Salesforce Einstein artificial intelligence (AI) technology.

Where is bot options menu Salesforce?

The bot options menu is only available for bots using the Chat channel....In Spring '21, the Bot Options Menu defaults to the new behavior.From the Bot Builder menu, click Dialogs.Right-click the dialog you want to add to the bot options menu and then click Edit.Select Show in Bot Options Menu.

Are Einstein bots free?

Einstein Bots are free for Salesforce chat users (formerly LiveAgent Chat). Every 1 license of Chat lands you 25 free bot sessions per month. Navigate to Setup > Einstein Bots & flip the toggle to turn on Bots for your org.

What are Einstein chatbots?

The Salesforce Einstein chatbots are automated chatbots deployed for customer assistance and sales enablement. They use Natural Language Processing to comprehend the customer inputs and handle them by providing what they require. The chatbot masters a group of phrases related to a specific intent.

Can you use chatbots on Salesforce?

Users can interact with virtual chatbots through live messaging on your company’s website. Salesforce has also integrated their services across multiple platforms including Messenger and WhatsApp for maximum customer convenience.

Can Salesforce chatbot be used with Facebook messenger?

Salesforce Messenger Bot: Salesforce chatbot can make use of Facebook Messenger to communicate with customers.

1. Personalize every greeting

You train customer service agents to be friendly, greet customers by name, and often recognize their status or tier of service. Your AI interface can do the same things within your chatbot. Program chatbots to pull in values like “First Name” for customers who are already logged in to ensure chatbots greet them in a natural way.

2. Move from static to conversational

Most customers don’t want to fill out a form online and then wait 24 hours to get a response. An AI customer service chatbot that dynamically asks different questions based on customer inputs is more engaging. It also helps resolve the customer’s concern faster.

3. Create interactive FAQs

Instead of prompting customers to visit your FAQ page, have chatbots bring the answers to your customers. Load your top-level FAQ questions — including any follow-up questions and their corresponding answers — into your AI interface.

4. Deploy chatbots to additional channels

You’ve likely enabled service across a few digital channels — like mobile messaging, web chat, and social — so your customers can reach out the way they prefer. But the average customer now uses eight different channels to communicate with companies.

5. Engage customers with rich text and content

Basic text is good for answering simple questions, but rich text — including boldface, italics, fonts, font sizes, and font colors — delivers the wow factor. Imagine being able to insert images or even interactive menus into a chat conversation.

6. Embed process automation in chatbots

Empower customers to help themselves with guided, step-by-step directions right within the chat. Ask your team which tasks would be easy for customers to complete on their own — these are the ones your agents could execute with their eyes closed (like replacing a lost credit card).

Creating a simple Chatbot in Salesforce lightning using API.AI in less than 60 mins

Bots are awesome, I thought of having my own personal assistant in Salesforce, who could do most common tasks for me based on my inputs in my own way. This could open up millions of opportunities to automate most of the tasks and the best thing is I can chat with my bot the way how I chat with my human assistant (if I have one :)).

API.AI

You can sign-up/sign-in for API.AI here and watch this link to understand more.

2. Nodejs

A very simple nodejs app, to route the request to the API.AI and return the response back to Salesforce. Integration tab in API.AI console has all the different possible integration SDKs. I have used nodejs SDK for this demo. Sample code here.

3. Salesforce lightning

I have created a very simple component, which has one aura:iteration to loop thru the chatlist and one inputText control/component.