1. Obtain a Service Cloud license and a Live Agent license. Each org is provided with 25 Einstein Bots conversations per month for each Live Agent User with an active subscription. To make full use of the Einstein Bots Performance page, obtain the Service Analytics App.
2. Enable Lightning Experience.
3. Run the Live Agent guided setup flow.
4. Enable Salesforce Knowledge if your Einstein Bot serves Knowledge articles to customers.
5. Publish a Salesforce community (preferable) or a Lightning Platform site.
6. Provide a Snap-ins chat button for your customers on your community or site.