How to create Einstein Chat Bot in #Salesforce

hi everyone now we are going to create einstein but okay we will go to setup this is my developer organization i will go to and search setup for einstein but simple steps and so easy to create and we can activate it first and approve try you can say create new einstein okay we can start from scratch i think this will give us opportunity to show you quickly how to create things let's say it's lily okay so [Music] the boot name will be lily and language will be english the welcome message will be hi i'm lily uh how can i help you a digital assistant or you're awesome or can we say and also what um how can [Music] i help you okay let's click next and from zero let's zoom out a little bit so that you can see on the screen custom thing oh let's proceed so it is now ready to go okay before anything we will have to activate and click and i will show you why because when you activate and delete preview it will ask you okay some of necessary chat components are missing setup sheet so i think this is the easiest way to create a bot you can just click this button setup sheet and you can start q name you have to create a queue let's say queue and check him name this group and add yourself and any user you would like to access the shade you would like to add to the queue okay next let's keep it five and twenty website url for now let's say um [Music] i will create salesforce happy corner 2020 i accept and for the website url for now let's say github i can show you why in the future why i selected github because i will upload i don't have a website so i will deploy the shared button to a page on the github but for now let's keep it like this next okay what is your type it will be connected to leads or cases and contact or contact only i prefer to keep it cases and contact gives me flexibility in case there is no live agent available for what would happen it should display an offline support i agree so i will expand this it asks me which field should be available in the pre-shared for i select the subject and repeat okay for now we can customize this later but for now just to deploy our bot we can do this now it give me a code i can use this code and implement it in any website so that i can use nexus now okay as you see here embedded service connection is connected to share team and it seems it's a little bit disappeared here in the preview channel i can zoom out more so that i can see if i click here what will happen it will give me a preset for containing the first and last name of the contact and subject to the case and with image let's fill the form by anything say test heavy this test subject to try whatever starch it let's see if it's created a contact so we can add contact created it here created it seems nothing has been created since oh oh this is heavy that's great so it's already created uh contact from the pre-shot form now hi i'm lily an awesome bot how can i help you okay sorry i didn't understand you because we haven't configured this chat yet in order to edit the um dialogues and variables you have to deactivate it first so i will deactivate it after hi i'm lily i know somebody how can i help you i can create message okay let's say i will say good morning i know or good evening whatever um good morning everyone um please okay let's say this for now just for test save activate you can edit an active bot okay chat with an expert test test test start chatting i am lily and the next message should be good evening thank you [Music] okay let's see the activate again um let me delete this one and show you another option we can ask them a question so [Music] what's your name let's remove how can i help you from here and the attitude okay how can i help you um yeah so the answer should be a text and it should be stored in a variable i can say this variable should be um [Music] request type okay and the choice should be static should be showing as menu i prefer menu let's say contact sales editor is let's say report an issue okay we can say contact sales will create a lead and report english will create a case okay [Music] you know what i will save i will and edit and embed it service deployment this is where i can get the code of my chat button i will go to shared setting and appreciate page i will disable it okay now if i went back here and i can add a question here like what's your name so that we don't have a form i can show you how can you transfer form entries into shape but because passing a variable from form entry to shadbot is a slightly tricky so let's say what's your first name and it should be thickest and stored in a variable called first name okay next what's your last name um yeah should be a thickest store in a variable called last name then email what's your [Music] image i will say it is an email address should be stored in a variable called ok then after answering these questions a new question will come um say how can i help you and you can select from contact sales or reposition let's save and test hit him sometimes it is buggy asian to fly disable yeah chat with an expert now after disabling get a preset page you will not see oh shouldn't it display this page let's refresh preview share with an expert still showing it before maybe it will take time to [Music] refresh let me refresh the whole page preview shift again let's see the overview here nothing related to three shut four okay activate again select the service connection set with unexpected aim [Music] let's make it inactive oh if you make additional changes to your shed after setup the result may take up to 10 minutes to appear so i will activate it again i'll try again so i will pause the video and the recording and i will continue after air fresh okay 10 minutes okay now it took nearly two minutes to refresh um [Music] now when i click because we disabled the preview shed page when i click share with an expert it will redirect you directly to the einstein book without the preset form okay so as we configured we said it should be what's your first name i can say happy that's your last name i can say corner okay and what's your email you can say heavy.com whatever how can i help you this is a choice we configured here contact sales or reporter and if you see here the next step after finishing the welcome dialog it will start another dialogue main menu but we didn't configure main menu so if i click the contact field it will stop okay so there is no action can be taken after contacts yet we can deactivate now and we can say um please tell me more about your request okay and here we can see it's thickest and the variable will be sales description description okay uh holy description whatever sales message will be message whatever okay so please tell me more about your request we can say the next step should be yeah here we go so we we just we reviewed how to create a message so we can say let's say for example thank us and in order to get a field merge we can say first name so we wanted to mention a variable because we stored his answer for the first name in this variable so i will say thanks first name and we will contact you soon and we can say your email just to confirm that his email is email so this is just a message next if you would like to preview also i prefer to preview whatever i change sometimes they take time to update but let's refresh preview [Music] okay deactivate activate again instead okay it will take time to rotate but during this time we can create a flow we can create another action so this message will display a message for the user our for your client and this question will display a question and store the answers inside variable action will create an action what type of actions we have we have apex action okay external service and the most important one flow so i will click flow i will click create lead or create keys okay for now i would like to see if it is a sales order so if he selected contact sales it will create a lead if he say report an issue it will create a case how can we do this simply we will create something called rule rule here you can check for a value so there is a condition and the action i can say in condition i can say if the variable request type equal contact sale okay the action will be call the loop we will call another dialog because there is no direct action here to start a flow an autolation flow so i will call dialog and select the log of course we can create a new dialog so sales order dialog okay i will save and i will create another rule for condition request type if it is equal report an issue it will call dilute and create new dialog and report ratio there ok then i will save this dialogue there will come they look and they will go to sales order they look and the first action here will be run of law action name will be created so these six um flows has been created automatically from salesforce this is a standard and automatically created we can show you surely how to create a flow that can be run from the chatbot but for now we will use the create lead functionality to read the standard flow and i will say so he asked me to import these values the most important values here is last name i can create last name here we didn't collect company name however it is required in lead but we will keep it blank for now we can check if it causes us an error we can create um um a conversation [Music] a question to ask the user the the client for his company let's say try to see first name routable id this is something related to chat transcript object and we can discover this more later phone number we could we didn't collect phone number and the email address we collect email address let's say it's email and the output lead id will be stored in a variable called lead id for now we will not use the output but just for demonstration that's a great then save we'll do the same with report and issue it will um import an issue they look will launch a flow the flow will be create a case okay email address for the case will be our email address field last name will be our last name field routable id this is standard field issue description we can say it is the uh sales description you can no problem okay phone number first name we collected first name and our custom variable here output we can create new variable and call it case id okay case number we can store it in case number okay can we test it now okay activate share it with an expert perfect test my last name email test at lost.com [Music] how can i help you yeah if i click contact sales i think this rule will be launched contact sales it will launch sales order so let's check our leads here we don't have lead here let's go to uh i think we can go to sales let's say all open leads created sort by created date okay uh what i imagine when i click contact sales it should launch the flow to create um [Music] elite so if i refresh now nothing happened wow bye tell me more about your request i need i could thank his first name we will contact you soon your email search and such unfortunately a system error occurred i will connect you to an agent there is no active agent there okay so it seems like first name variable hasn't been passed correctly maybe we can go to here and check variable first name variable yeah there is underscore let's copy go back to our dialog the last dimension message to thank him so deactivate first first name okay um so in overview you can store einstein but conversation data in order to debug so i faced an issue and i'm not sure what is the issue so in order to debug why there is an issue with your conversation you can enable the conversation then we can go to overview note overview we can go to performance maybe yeah event load and it seems yes this one contain errors let's go check what is the error so message sensitive data not available ok let's go back to our overview and activate i'm sorry for the log and preview and let's try again after activating the composition log um contact sales blah blah blah thank us thank you unfortunately a system error okay now if we wanted to performance event log we can refresh there is no error here but let's click here it will take time to give you the complete log let's keep it for now let's go back to our day loop to see who edit the airshow we can discover it by ourselves okay um you know i think it's related to company name i think i'm not sure still no lead has been created let's go to performance again event loads let's check the errors oh great hmm i think it is an issue with the finish i refresh error invoking action name setup let's see what is the message let's go to uh unknown exception i think it's related to company name let's ask the user the client for company name i already activate to be able to edit so after what's your email what's your company name question what's your company mean i will say it's the thickest and store it in a new variable called company save ok now in sales order dialogue i would like company should be company name [Music] where is company yes this one because this is a required field in creating a new lead and i think this is the reason why i couldn't create delete let's save activate preview let's agree same actually okay i will wait two minutes and come back okay let's try to test again [Music] try company how can i help you contact sales tell me more about your request test request message thank us we will contact you soon that's perfect now there is no errors so i hope it will create oh it has been created here successfully so if i went into details i will find the company name the email the lead name and everything is mapped correct perfect should we try the keys i prefer to check what is required to create a case before we try company name is required so in report issue they look i will add the company name also here we go company what else is required description leads that says the default value so don't have to worry about it but okay let's activate now share it with an expert what's your first name test case case last name what's your email try at yyyy.com [Music] tell me more about your show let's say okay thanks the case will contact you soon and this one so i went here and see all open cases i will find this case has been created successfully and the details of the case whip name test case case last name try company and the description [Music] what is blah blah blah yeah the subject is blah blah blah okay the case subject um yes now i would like to transfer the agent the client to a real agent if there is a live agent available let's deactivate this and the last step shouldn't be wait for customer input i will transfer um to an agent if there is an agent so let's make this let's say rule let's say in the condition um redirect to transfer okay let's keep it negative step transfer to an agent if there is an agent but if there is no agent it will display this message message unfortunately there are no agent available at this moment then we can display the end message like thank us can copy this one thanks first name we will contact you soon let's remove it from here and add it to no agent no agent screen save no agent message yeah like this and after this we can ask the client to initiate oh how about this yes i know what should we do let's go to welcome save what oh wait for customer input notebook i will go to welcome the last step here should display another menu in the shed or transfer to egypt if activate let's drag in but in order to test how it will act when there is an agent we have to be in a console app so now omni channel i am offline i will try to be available for and i will what's your name your last name tata [Music] company name issue yeah let's say contact field should ask me indicate or transfer to agent and because i am available online here if i click the transfer to agent it will notify me that there is a shared and request here i can accept it by clicking this right icon it will redirect me to chat transcript object contains the conversation and starting from here hi my name is xyz okay hey hi my name is welcome here it's welcome but what if i would like to end i can ask you the agent now to end and the agent can manually but i would like to give the client an option to end the so if you see here beside any if you click the edit we can show input option menu so if i market this as true save activate now i will show you how it will look like so now there is a menu here contains the end sheet okay let's make andy shed and transfer to agent available for the boot option menu save activate now in the boot option menu you will find transfer to agent or and directly right click the end sheet goodbye okay client can click here and the closer that's great so that's easy and if you would like to add it to a community and website so first of all as i remember we have create oh we have to enable it first and we can say salesforce heavy okay check [Music] availability and open new website now select your template let's say customer service template get started you can call it customer service okay create it will take a moment to create it perfect it has been created took nearly two to three minutes i can go to builder let's close this window and here yeah now we have an embedded service deployment called shed team okay if we went to the builder here and the component we can add it to the footer so it is available all over your community pages so component embedded service okay this one let's put it here and share deployment is oh what access to let's copy this url because we would like to allow your community to access this url or a layer with this url to be accessed from your community okay we can configure it later but now we would like to confirm that this is a shed team deployment display shut button there is no preset fields okay um that's great let's go to setting let's go to security and the privacy let's go to security level convert it to relax it csp allow and in the trusted oh that's great this is blocked before so i will allow it and i love this one also okay that's perfect now i will make my community public public and access and that's it i think if i saved now or publish and this is your url your website url you can copy it and you can go in google to test if we can access it publicly or not perfect this is our button you can click here and you will be directed to the agent or to the shutput we created i am really amazon let's test it again to check this one this time i will check if it has permission to create a lead or contact so from community let's call it my last name is from community and your email try at ui.com ui inc and how can i help you contact sales i am interested in your product xyz okay now he has the option to end or transfer to agent we removed the end message so this bad ending but you know how to do it and now and if we turn it back to salesforce i imagine elite has been created let's say lead to this service app yeah give it after cases see it let's see the woman of the leads perfect so it has been created successfully and it's working so now it has permission to create the platform integration user is created by platform integration user has permission to create a lead and i'm sure it will be able to create the case i hope you have been enjoyed my journey to create a shout put it's just a simple training and we can go deep and create flows and create more soft kit than complicated einstein but if you like the video please subscribe and to see more okay thank you

Channel: Salesforce Happy Corner

Views: 408

Keywords: salesforce, salesforce web chat, salesforce chat button, salesforce einstein bot, einstein chat bot, chat bot, salesforce service cloud, salesforce community

Id: NdIhy4rowlM

Length: 42min 43sec (2563 seconds)

Published: Fri Oct 22 2021