Monitor Einstein Bot in Salesforce
Option 1: 1. Create a Report Type on Chat Transcripts object. 2. Create a report on the custom report type from step 1. Set "Is Chat Bot Session" to true ....
Tag: Salesforce Einstein Bot
Einstein BOTs Salesforce
How to handle incoming SMS Messages without an Agent in Salesforce?
Einstein Bot can be used to handle incoming SMS Messages without an Agent. If the user need to connect with an Agent, we can transfer the session to an Agent ....
Einstein Bot to Service Agent Transfers in Salesforce
Salesforce Einstein BOT conversations can be transferred to Queue(Omni-Channel Queues) Another Bot Skills(Skill Based Routing) Note:Once the Bot transfers it, Omni-Channel process kicks in. Help Articles:1. To Queuea. https://help.salesforce.com/articleView?id=000351918&language=en_US&mode=1&type=1b. https://help.salesforce.com/articleView?id=sf.bots_service_transfer_queue.htm&type=5 ....
How to show Dynamic content in Salesforce Einstein Bot using LWC?
1. Create a Lightning Web Component that extends lightningSnapin__ChatMessage. HTML: <template> <div class={messageStyle}> <lightning-formatted-rich-text value={messageContent.value}> </lightning-formatted-rich-text> </div> <template if:true={showPhoneBool}> <div class={messageStyle}> Contact ....
How to store user entered values in Einstein Bot in Salesforce Object?
In the below example, I have configure Einstein Bot in a way to capture user entered values and creating a Case record. At the end, Case Number is shared for ....
How to handle multiple records from Flow for Einstein Bot in Salesforce?
1. Create a Collection variable in Einstein Bot builder. Use [System]Object and make sure to select Contains List. 2. Add Question in the Dialog and use Dynamic choice with input ....
Einstein Bot getting multiple values from Apex Class
Sample Code:Apex Class:public class EinsteinChatBotController { public class CaseOutput { @InvocableVariable( required=true ) public String sCaseNumber; @InvocableVariable( required=true ) public String sStatus; ....
How to call Apex from Einstein Chat Bot?
Sample Apex Class: public class EinsteinChatBotController { public class CaseOutput { @InvocableVariable( required=true ) public String sStatus; } public class CaseInput { @InvocableVariable( required=true ) public String sCaseNumber; } @InvocableMethod(label='Get ....
How to call Apex from Einstein Chat Bot?
@InvocableMethod annotation should be used to call Apex from Einstein BOT. Sample Apex Class: public class EinsteinChatBotController { public class CaseOutput { @InvocableVariable( required=true ) public String sStatus; } public ....
Einstein Bot in Salesforce
Salesforce Einstein BOTs are used to: Automate repeated tasks Reduce the workload on the service agents Provide self-service to simple and medium level questions Using the Salesforce Einstein Builder, we ....