How to create a chatbot
Creating a chatbot in Salesforce requires the Service Cloud Einstein license (additional cost), configuring dialogs, intents, entities, and connecting a Chat or Messaging channel before it can be deployed. The complete process takes around 90 minutes. In Teeo, you describe what the chatbot needs in one message and it goes live immediately across all your channels.
How to do it in Teeo
“Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process”
Your chatbot is created, configured, and active across all your communication channels.
How to create a chatbot in Salesforce: step by step
Requirements
- ·Einstein Bots requires a Service Cloud Einstein license, which has a significant additional cost on top of the base Service Cloud license.
- ·Before creating the bot, you need to have at least one Chat or Messaging channel configured in Salesforce. Without an active channel, the bot cannot be deployed.
- ·Einstein Bots use basic NLP (natural language processing). For advanced conversational AI capabilities, Einstein GPT is required, which costs even more.
Log in to Salesforce as an administrator
Go to login.salesforce.com and enter your administrator credentials. You need system administrator permissions and an active Service Cloud Einstein license to access Einstein Bots.
Access Setup
Click the gear icon (⚙️) in the upper right corner of the screen and select 'Setup'. This opens the Salesforce administration console.
Navigate to Einstein Bots
In the Setup quick search field, type 'Einstein Bots' and select the corresponding option. If it does not appear, verify that the Service Cloud Einstein license is active in your organization.
Create a new bot
Click the 'New' button to create a new bot. Assign a descriptive name to the bot, for example 'Web FAQ Bot'. Optionally add a description. Click 'Create' to continue.
Define the bot's name and initial configuration
On the bot configuration screen, set the primary language, the welcome message users will see when starting a conversation, and the transfer-to-human-agent message for when the bot cannot resolve the query.
Create the main dialogs
In the 'Dialogs' section, click 'New Dialog' to create each thematic conversation. For example: 'Pricing Inquiry', 'Services Information', 'Buying Process'. Each dialog represents an independent conversation flow.
Add intents to each dialog
For each dialog, define the intents that will trigger that flow. For example, for 'Pricing Inquiry' add intents like 'ask price', 'how much does it cost', 'see rates'. Intents are the patterns the bot will recognize in user messages.
Add relevant entities
In the 'Entities' section, define the entities the bot needs to capture, such as product names, service types, or price ranges. Entities allow the bot to extract specific information from user messages.
Create responses for each dialog
Within each dialog, configure the response steps. Write the messages the bot will send to respond to each intent. You can use static text, dynamic variables, or calls to Salesforce records.
Configure the deployment channel
In the 'Channels' section, connect the bot to an active channel. Select the Chat or Messaging channel already configured in your organization. If you don't have a channel configured, you'll need to create one first under 'Embedded Service' or 'Messaging' in Setup.
Test the bot in Preview
Use the 'Preview' panel to simulate conversations with the bot and verify that intents are triggered correctly and responses are as expected. Adjust dialogs and responses as needed based on the tests.
Activate the bot
Once the bot works correctly in tests, click the 'Activate' button to activate it. The bot will be available on the configured channel and will begin responding to user queries automatically.
Frequently asked questions
Is Einstein Bots available on all Salesforce plans?
No. Einstein Bots requires the Service Cloud Einstein license, which is an additional license on top of Service Cloud. It is not included in Sales Cloud or basic Service Cloud. The cost is significant, especially for small and mid-size teams.
How many steps does it take to create a chatbot in Salesforce?
There are 12 steps: log in as administrator, access Setup, navigate to Einstein Bots, create the bot, configure language and initial messages, create dialogs, add intents, add entities, create responses, configure the channel, test in preview, and activate. The process takes approximately 90 minutes.
What is the fastest way to create a chatbot for sales?
With Teeo, you describe in one message what the chatbot should answer—pricing, services, buying process—and it goes live immediately across all your channels with no technical configuration, no additional licenses, and no intermediate steps.