Salesforce鈥檚 Winter 鈥�24 release will supercharge Einstein bots, with an AI integration for Einstein GPT and further decision optimization. With so much on offer, it鈥檚 no wonder more and more teams are taking advantage of Salesforce鈥檚 AI tools.
But while Einstein bots are a great tool for your Salesforce end users in support or customer success, they can be a headache on the development side. Read on to learn more about Einstein bots, common errors and top-tips for deployment success.
What are Einstein bots?
Einstein bots are part of Salesforce鈥檚 Service Cloud, and are one of the four tools that Salesforce teams use to manage their customer support:
- Case management 鈥� tracking a customer request, monitoring the support they鈥檙e given and providing a fix.
- Channels 鈥� providing various channels for customer support, such as phone or web chats.
- Knowledge 鈥� managing a centralized knowledge base of articles. These can be both public facing articles that help answer FAQs and internal articles that your support team can access to resolve a case.
- AI and bots 鈥� automating aspects of customer service to provide faster support and free up your team鈥檚 time.
The four pillars of Salesforce鈥檚 Service Cloud depend on one another, and none are effective in isolation. For example, if case management and channels are totally separate then you run the risk of a customer phoning one agent and emailing another with the same request 鈥� a waste of your support team鈥檚 time and a confused customer experience. To avoid annoying errors like this, careful consideration must be put into making sure the four pillars run harmoniously.
Einstein bots are part of the fourth pillar 鈥� they automate text-based customer support by simulating the conversation that an agent would have with a customer. This makes Einstein bots helpful in a variety of use cases:
- They can raise a case record within your existing case management system, and update the customer on the status of their case. Einstein can also book appointments on behalf of a customer and send reminders with their appointment times.
- Einstein is compatible with a variety of customer support channels, from Slack through to WhatsApp. For systems that aren鈥檛 natively supported by Salesforce, such as Twitter, an integration can be created through the Einstein Bots API.
- Your knowledge system of articles can be accessed by Einstein bots and fed back to a customer. For example, certain keywords in a customer request can trigger the Einstein bot to respond with relevant articles that may help answer their question.
TDX
Why do teams use Einstein bots?
Einstein bots are critical to support teams looking to improve customer satisfaction. In the digital age, most customers expect companies to respond instantly, but managing this with only agents can be difficult at busy times. Chatbots help by providing an immediate customer interaction 鈥� even if the chatbot can鈥檛 solve a request, it will update your customer with the status of their case and can provide extra information in the interim.
You can also set your chatbots to respond with automated answers to the most common questions, freeing up your customer support agents鈥� time to focus on the more complex queries. This not only keeps the customer satisfied, but also allows you to operate a large-scale customer support service with fewer agents.
What are the different types of Einstein bots?
Einstein bots are able to solve a variety of customer support problems through careful configuration by your Salesforce admins and developers. There are lots of different types of bot, and each Salesforce team will want to customize them to their specific needs 鈥� but there are some key functionalities that teams will want to be aware of:
AI functionality
Salesforce is harnessing the power of AI throughout their Einstein offering, but it can be a particularly useful addition to your chatbots. Currently, Einstein bot uses Salesforce鈥檚 native natural language processing to provide 鈥渟mart answers鈥� to customers. But with the launch of Salesforce鈥檚 Agentforce, its responses have been enhanced through the use of Generative AI..
For teams wanting more control over their chatbot鈥檚 responses, it鈥檚 possible to configure automated responses. These are manually written out by your Salesforce team and are prompted by specific keywords or actions.
Different automations
If you are automating your chatbot鈥檚 answers, then you have the choice between using Apex Actions or Flow Actions in your Bot builder. As a rule of thumb, you should use Flow Actions for routine tasks, such as booking appointments, and Apex for more complex tasks, like returning a customer鈥檚 order status. It鈥檚 also possible to add Apex Actions to a Flow, centralizing your chatbot鈥檚 support functions.
Rich content display
In the Summer 鈥�22 update, Salesforce released a new bot type called 鈥渆nhanced bots鈥�. These differ from classic Einstein bots by providing rich content displays in the chat, such as photos or previews of articles. These can be used with either automated or AI chatbots.
Multilingual bots
Einstein bots are built in one 鈥減rimary language鈥� by the team that configured them, but they can also be multilingual to respond to users in their native language. This can be done either with automated or AI chatbots.
For an automated chatbot, you鈥檒l need to manually add 鈥渟econdary bot languages鈥� and the appropriate bot responses in these languages from your Bot builder. But, using AI, a chatbot鈥檚 natural language understanding can give 鈥渟mart responses鈥� in 17 different languages.
Choice of channel
Einstein bots can be hosted and accessed on a variety of channels. Salesforce鈥檚 鈥渃lassic chat鈥� was the first web chat provided for use by either agents or bots, but it doesn鈥檛 allow a customer to move off of the window while staying connected.
To fix this, Salesforce released the 鈥渆mbedded service chat鈥�, which still appears as a chat window on any page of your website. This allows your customer to stay connected to your live agent or Einstein bot while browsing other pages on the site.
鈥淢essaging chat鈥� takes this a step further by providing an embedded service chat on a variety of channels, like Whatsapp, allowing customers to receive support on an app they already have.
How to deploy Einstein bots in Salesforce
Once your Einstein bot is live, making a chat window available across your website is simple 鈥� Salesforce will generate the deployment code for you and you can paste this into the HTML of your website. However, actually deploying an Einstein bot to production with change sets can be a real challenge. To do this, you鈥檒l need to:
- Add the bot from your source org to your Change Set Components section as you would do with any other metadata deployment. You鈥檒l also need to click View/Add Dependencies to select the bot version you want to include and any custom flow definitions of Apex classes that your bot references.
- Now you鈥檙e ready to upload the outbound change set, and should be able to access the new bot in the target org from the Einstein Bots setup page.
This basic workflow is the same as any other metadata deployment, but there are a few different Einstein bot customizations that may complicate deployments.
Deploying active bots
Salesforce doesn鈥檛 support modifying an active bot by deployment. If you try to, you鈥檒l get the error message Can't edit an active bot version. To resolve this, you鈥檒l need to deactivate your bot before deploying or updating it.
Deploying a flow to an org with an active Einstein bot
If you deploy a new flow to your target org, you have to activate it in the target org before you open your Einstein bot. Otherwise, your Einstein bot will not be compatible with this new flow.
Deploying multilingual bots
While multilingual bots help you to provide wide-scale support, they come with some extra dependencies that you鈥檒l have to deploy. You鈥檒l need to select the Language Translation component type and include your secondary languages when deploying a multilingual bot.
How to deploy Einstein bots with 91导航
Though Einstein bots can be tricky to deploy, 骋别补谤蝉别迟鈥檚 smart comparison engine can help! If you want to follow along with this walkthrough, start a .
1. Select your source and target orgs
To begin, you鈥檒l need to go to the Compare and deploy screen of the 91导航 app and select your source and target orgs. Click Compare Now.
2. Compare metadata across both orgs
91导航 will show you all changed, new and deleted metadata between your source and target orgs. Use the filters on the left to find your Einstein Bot in the filters. Select the metadata changes that you want to move and click Next.
3. Problem analysis
骋别补谤蝉别迟鈥檚 smart comparison engine also includes problem analysis that can identify and resolve issues within your deployments.
For example, if you鈥檝e selected one of your users as a 鈥淏otUser鈥� in your source org but they鈥檙e not present in your target org, then you may receive the Salesforce error message: Invalid value for Bot User field given. 骋别补谤蝉别迟鈥檚 problem analyzers will not only pick up on this issue, but will also suggest a fix or apply one for you automatically so that a BotUser error doesn鈥檛 scramble your deployment.
Happy deploying!
All that鈥檚 left is for you to click Deploy now and get your Einstein bot live in your target org. It鈥檚 as easy as that!
Metadata made manageable
骋别补谤蝉别迟鈥檚 Salesforce metadata deployment solution handles tricky deployments so you can focus on configuring your orgs for end user experience. With the smart metadata comparison engine and problem analysis, you can deploy Einstein bots, and other complex metadata types, with confidence. Try it for yourself with a of 91导航.
