Sunday, 15 July 2018

Einstein Bot Creation Step By Step

What is Bot ?

A bot (short for "robot") is an automated program that runs over the
Internet.

Bots are like virtual assistants.

Ex Virtual Assistant [Voice,Text Based]: 
Alexa, Siri,Cortana, Google Assistant, Slack, WeChat, Kik, Facebook Messenger, Telegram,Xiaoice

Some bots run automatically, while others only execute commands when they receive specific input.

What  is the current & future news on Bots?


Bots are becoming the main interface between humans and machines,

Conversational interface is future. That can be seen within few years.

Many apps are struggling to get into Mobile / Tabs ,Future is Bots.

Use case for Bots ?


Customer Service Industry,

In this area we can see lot of routine/repeated request from different customers.
Automating this with Bots help in providing better service which improves performance & save’s lot of money.

Name few Bot frameworks ?

  • Microsoft Bot Framework
  • IBM Watson
  • Einstein Bot Framework

Explain Einstein Bot Framework ?


Salesforce believes AI will bring tremendous value to business and wants to make its AI powered platform easily available: through point and clicks, declarative, no code.

Ex: chatbot

What is Chatbot ?


A Chabot, in general, is a service that is powered by predefined business rules, scripts and artificial intelligence through a conversational interface.

What is Einstein Bot builder?


The Einstein Bot Builder is the new point-and-click setup tool that allows us to build dialog in a bot. 


Steps to create & Successful train Bots?


Step 1 :

Switch to lightning experience  --> Service --> Service Cloud Einstein --> Einstein  Bots --> Select to turn on 


Step 2 :

Once the Einstein Bots are turned on,It will trigger an email to your registered mail id to link your Salesforce Einstein Platform Services account to a certificate in your Salesforce Org.



 After creating certificate from the mail click on the select a Salesforce Certificate,It will redirect to below screen,Select the created certificate




Step 3 :
Create new Bot 




Create new dialogues intents : 


Step 4 :Go to Overview and click on Train Bot,It will change the status from New --> Queued --> Success / Failure


Step 5 :This is to enable Bot to Snap-In Chat,Click Set up Snap-In Chat

Step 6: Verify the activated Bot is configured in "Chat Buttons and Automated Invitations 



Step 7 :Preview the Bot connectivity,It's important to fill Pre-chat info (Or) Change the Snap-in to the basic scenario


Step 7 :Finally submit and it will connect to Bot instead of any live agent




Step 8: Place this chat button in any Force.com Site / Community 


Finally Successfully created,trained and connected a Bot :)


11 comments:

  1. Replies
    1. Creating an Einstein Bot in Salesforce involves several steps. Salesforce Einstein Bots are powered by artificial intelligence and can be used to automate customer service tasks. Here's a step-by-step guide to creating an Einstein Bot:

      Step 1: Enable Einstein Bots
      Log in to Salesforce: Make sure you have the necessary permissions.
      Go to Setup: Click on the gear icon in the top right corner and select "Setup".
      Search for Einstein Bots: In the Quick Find box, type "Einstein Bots" and select it.

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      Enable Einstein Bots: Click the toggle to enable Einstein Bots. You may need to agree to the terms and conditions.
      Step 2: Create a New Bot
      Navigate to the Bot Builder: In the Setup menu, search for and select "Bot Builder".
      Create a New Bot:
      Click "New".
      Enter a name for your bot.
      Choose a language.
      Click "Next".
      Select a Template: You can start from scratch or use a predefined template. Select the appropriate template and click "Next".

      Delete
  2. Hello guys and thanks for the blog. My bot is ending the chat when I try to invoke a action(invocable method). I am able to train it and rest works well... Has anybody run into this issue?

    ReplyDelete
    Replies
    1. i am facing same issue ,did you get any workaround for the issue

      Delete
  3. @Unknown, to give your bot access to Apex and Salesforce objects, update sfdc.chatbot.service.permset. See Setting Apex Class Access from Permission Sets (https://help.salesforce.com/articleView?id=perm_sets_setting_apex_access.htm&type=5)

    Hope this helps.

    ReplyDelete
  4. Can we show / hide bot based on office hours we want to show live agent in office hours instead of bot?

    ReplyDelete
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