How to Create Chatbot in Salesforce

 Does Salesforce have a chatbot? Yes! 

Welcome to this article, If you really want to know How to create an Einstein bot in Salesforce? Follow this article.

Basically, Users of Salesforce have two options for building chatbots: developing them in Salesforce Einstein Bot or using an external platform and linking the results using Salesforce Lightning.

What’s a chatbot?

A chatbot is a software programme that mimics spoken or written human dialogue. A customer can converse with a computer in place of a person, such as a sales representative or support agent. A chatbot can communicate with customers whether they prefer to type or speak.

Chatbots are available to customers on their preferred communication channels, wherever they are:

• Platforms for texting and messaging, such as SMS, Facebook Messenger, WhatsApp, and LINE

• Smart home gadgets and speakers

• Tablets and smartphones

• Desktops

Customers gain from chatbots because they may get assistance and quick responses from businesses (or at least feel heard). They are advantageous to service teams because they allow workers to concentrate on more complex, original problem-solving by relieving them of mundane, repetitive activities like changing passwords or monitoring order statuses. Imagine if a new technological advancement allowed you to add a few extra hours to your day so you could concentrate on more critical tasks. Increase that productivity now across teams or businesses.

Salesforce

Salesforce's guiding principle is to give users the tools they need to build code-free applications. It makes another progress in this approach with its chatbot technology.

The majority of chatbots are designed with task automation in mind; this involves developing an interface that can respond to certain user inputs and then carry out an activity or start a workflow. To make this interface and procedure simpler, the Salesforce platform incorporates the prebuilt moving elements within the platform.

How to create a chatbot

A chatbot, also known as an agent, is an API front end that has been prepared for a chatbot-style user interface. The agent connects to the Salesforce Lightning rules engine and uses Salesforce to carry out activities and workflows.

To construct a chatbot, adhere to these three steps:

• Decide on a platform for creating agents. Users have a variety of options, including DialogFlow, which Google provides.

• Create the bot as directed by the platform. It must be configured by users, who must also build up user expressions with the purpose for the bot to reply to and recognize items in the expressions (entities).

• Educate the bot. Test the objects' functionality using the expressions to check if they function as intended, and add intents and entities as necessary. Additionally, users must allow for mistakes.

Most platforms enable users to accomplish all of this without using code.

How Salesforce chatbot implementation works

A Salesforce user must learn how to connect a chatbot to Salesforce after creating one. Users have two options for implementing this implementation: using an internal tool like Einstein Bot or through an external platform.

Connecting a chatbot through an external platform

A user must link a chatbot they develop outside of the Salesforce platform to Salesforce Lightning. The API is useful in this situation. The chatbot platform occasionally recommends integration tools, such as software development kits with the necessary classes pre-built, but other times it doesn't. If not, some middleware types can use the API. Users can then choose the chatbot component and set up the app in the Salesforce Lightning app manager before adding it to the utility bar.

On the Salesforce platform, users can find it simpler to build a chatbot without connecting to it externally. Einstein Bot is accessible in that case.

Building a chatbot in Salesforce

The initial stage in Salesforce Bot Builder is to create the intent model with the help of a manager, even including chatbot response pauses to make interactions seem more human-like. The bot must then be turned on and prepared for training as previously mentioned. Within the Einstein Bot procedure, the bot can train on a sizable pre-made body of previous agent training data.

The bot can now utilize all of Einstein's abilities. To access customer profiles and historical data, start workflows, and save information gathered during user exchanges, users can connect the bot to a wide variety of Salesforce products and processes. Salesforce offers Einstein Bots for Developers, where developers may perform intricate custom coding, for extremely complicated bots.

Conclusion

So, that’s all about how to create a chatbot in salesforce. We discussed two ways for building chatbots einstein chatbot & chatbot in salesforce lightning.

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