A bot variable stores and passes data between different steps in a bot session. In Bot Builder, on the Variables tab, create a variable with the API name FirstName and with a data type of Text. We can pass the pre-chat data to a variable, and use the variable to merge the customer name into the greeting message.
Full Answer
Can we use Einstein agents(chatbots) in Salesforce communities?
Is there anyway we can use Einstein Agents (chatbots) in Salesforce communities? I have googled around and could not find any. Show activity on this post. Einstein bots are significant from Service Management perspective. And that you can always use Communities for Service Management, you definitely can have Einstein bots in Salesforce Communities.
How to populate the bot variables with pre-chat form actions?
Populate the bot variables with pre-chat form actions. In Bot Builder, create two variables, ChatRequestPage and ShoppingCartValue. Since the bot can properly cast a pre-chat form field to the correct data type, we can use Text as the data type for the ChatRequestPage variable, and Number as the data type for the ShoppingCartValue variable.
How to initialize a bot in Salesforce apex?
Call the “Initialize Bot” Apex action from the “Bot Initialization” dialog. In the “Bot Initialization” dialog, after we set the ShoppingCartValue and ChatRequestPage variables with pre-chat form actions, we can call the new Apex action that we built in the previous step.
Do you need to embed Salesforce surveys in chat?
Most companies need to offer surveys to get feedback from customers after they chat with an employee or bot to ensure they are delivering quality experiences and uncover opportunities for improvement. In this tutorial, I’ll walk you through how to embed Salesforce Surveys in Chat for both human and Einstein Bot interactions.
How to make a chatbot for Slack?
1. Build a working SMS chat-bot in 10 minutes. 2. Write a serverless Slack chat bot using AWS. 3. Chatbot using django rest framework + api.ai + slack. Now, open the Survey, click the Send tab at the top and drill into the Get Link card. Take note of the API name of your Survey for later:
Why do companies need to do surveys in Salesforce?
Salesforce Surveys for Chat. Most companies need to offer surveys to get feedback from customers after they chat with an employee or bot to ensure they are delivering quality experiences and uncover opportunities for improvement.
Create an Entity for Order Number
Now we can start writing message dialogs so customers can have a real conversation with the bot.
Add a Question and Create a Variable
A variable is a container that stores a specific piece of data collected from the customer. Let's create the variable OrderNumber and associate it with the entity OrderNumberString as we add a question to the Bot Asks field.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Why are chatbots important?
Much like using Service Cloud itself, chatbots are a great way to reduce the time agents spend asking for the same details from a customer before they can call up an account or get the process of solving a problem started . That’s only the first stage, though.
What is chatbot text box?
In just one sentence you’ve established that the chatbot text box or window is an interactive element, well-versed in common customer service issues and that they can take immediate action.
Do chatbots get training?
It’s a little different when a chabot becomes part of the customer service team. For starters, chatbots don ’t get the same kind of “training” that an agent would get -- it’s more a matter of feeding the system with the right data to ensure the information it offers and searches for is accurate and up to date.
Do chatbots have a grace period?
More to the point, chatbots represent a new way of interacting with customers in addition to making phone calls or sending an email. As a result, there’s no grace period or room for error when you’re using chatbots for customer service. The technology will work, of course, but there are ways to optimize the customer experience around ...
Before you get started
You need to ascertain the purpose of your Einstein bot and determine your target audience before you start building it. You must have an idea about what questions can be asked by your customers, and whether it’s all right to not have them answered by a human. Once you’re done analyzing this, make sure you have the following prerequisites:
Step 1: Enable Einstein Bots
In community builder, click on the menu, select ‘Salesforce Setup’, enter Einstein Bots in the Quick Find box and select Einstein Bots.
Piyush Singhal
Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry.