1. Click New and follow the steps to create a basic Einstein Bot.
2. Give your bot a name and description.Use the description to identify the bot’s purpose for future reference. It’s not visible to customers.
3. Design a greeting to display to your customers and, optionally, a menu to display in the chat window after the greeting.TipPeople can usually smell a rat. So we recommend that you identify the bot as a bot, not a human, and let your customers know how the bot can help. For example:“Hi, I’m Service Bot. Here’s how I can help with your order: Place an order, Change an order, Delete an order.”Remember, even though your bot isn’t human, your bot’s welcome is the first “voice” that many of your customers hear. So keep it conversational, to the point, and consistent with your company’s personality.Note The menu you display in the chat is different from the Bot Options menu you can add to your chatwindow.Use the Bot Builder menu to navigate between pages (1). The Overview page displays basicinformation about your bot. To update the bot name and description, click Edit (2). The Einstein Intent Management area (3) lets you train yourbot to understand intents and keeps track of your bot’s training status. The Settings area (4)lets you add a pause before the bot responds to your customers to simulate a humaninteraction. You can use a preset, optimized delay or create your own. When you’re ready toput your bot to work, click Activate (5).
4. Next, use the Einstein Bot Builder menu to switch to the Dialogs page and start building your bot. To get started, see Understand Einstein Bot Dialogs.