Questions tagged [einstein-chatbot]

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10 views

Einstein Bot License and Access Doubt

I had a requirement of setting up Einstein Chatbot for various storefronts and I had few questions which as posted as below: If a Einstein Chatbot is placed on various storefronts (CloudCraze/B2B ...
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14 views

Getting error on adding LWC in chatbot window

I created a custom metadata for getting links and name and using same in chatbot. But nothing seems to work in window.Error- This page has an error. You might just need to refresh it. [ANY_TEXT is not ...
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21 views

FIle Transfer in Chat (Einstein Bot)

when i am requesting file from the visitor using einstein bot the user uploads a file under 5mb but it does not show up in the agent chat it shows waiting for visitor.attaching what i am seeing.what ...
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30 views

Permissions required for Reporting on Conversation Definition Dialog Daily Metrics object

We can create some reports on chatbot data according to this link https://help.salesforce.com/articleView?id=release-notes.rn_einstein_bots_performance_dashboard.htm&release=230&type=5&...
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19 views

Auto Popup live chat option

For one of my clients, I'm implementing live chat with the Einstein Chatbot. I'm want to auto open the chat option with some predefined text like Need any help Currently, all the users have to click ...
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18 views

Einstein bot chat notifications

I have an Einstein chat bot deployed on my website and need to take some action when the chat session ends. Not when the chat window is closed... just when the chat has ended (the window can still be ...
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1answer
26 views

Are there restrictions to Bot Event Logs on Developer Orgs?

I am having an issue where no event logs are created for conversations with Einstein bots in my developer org. I am able to get a session ID for each conversation, but when I open the event logs under ...
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16 views

Einstein Chatbot advanced Analytics

I'm working on a big Einstein Chatbot project at the moment and I noticed that there isn't really much Analytics provided by Salesforce itself about the Users in the Chatbot, apart from all the basic ...
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1answer
103 views

How to change default HTML/CSS for Einstein chat-bot Help Button

By "Help Button" (referenced in post title), I mean the <button> element that is added to the page that you click in order to launch the chat frame. In my implementation, it is just a ...
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10 views

Deep link to start Einstein bot conversation

For legal reasons, we need a link that not just takes the customer to the help page (easy) where the bot is embedded, but for the bot to open (at a minimum) and if possible, with a specific greeting ...
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40 views

Einstein Bot with Apex Rest Callout Error: INSUFFICIENT_ACCESS

My Einstein Bot is asking for some parameters and should call an Apex Class with those parameters. There is one Class kinda like a Controller which is called by the Einstein Bot itself, which calls ...
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23 views

Translate pre chat label

it's possible to translate the pre chat form from Salesforce configuration? I try but not find anything. My problem is to translate "First Name" and "Last Name" into pre chat form.
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40 views

Einstein Bot Custom vs Context Variable

What is the difference between context vs custom variable when configuring Einstein bot?
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9 views

Bot transferring to an agent with saved variable that either creates contact and case or creates case and links to contact

I have a bot. I don't really want a Pre-chat form but before transferring the customer to an agent I ask the customer first name, last name and email address. I would like to use the stored info ...
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63 views

How to use Hyperlink in Einstein ChatBot

Need to show Hyperlink in Einstein ChatBot. For example - Link - www.google.com rather than giving the full URL, I will show "Click Here" from the chatbot and once a customer clicks on the ...
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1answer
47 views

can I underline bold or change the color of HTTPS links in chat bot dialogue

My team is looking to begin utilizing chat bots to serve up knowledge articles to visitors of our webpage and we have noticed that any links that we set up with merge tags do not explicitly show that ...
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71 views

Update the Chat Visitor record with predefined values in prechat for salesforce bots

Biggest thing first I am not much of a developer but more an admin, my team is working on passing through a specific visitors UUID from our webpage into salesforce. We are looking to have this UUID ...
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1answer
23 views

Is adding bots to an unlocked package supported?

Running into the following error trying to create an unlocked package for Bots: sfdx force:package:version:create --package 0Ho3t000000PB6RCAW --installationkeybypass --wait 10 --json -v dev-hub-org {...
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14 views

Schedule Einstein Chatbot Activation

I want to activate Einstein chatbot at certain hours, like i want to automate the activation of it. For example, Schedule activation each day at 6AM to 6PM. How can i do that?
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195 views

How to get window.location.href as a variable in einstein bot

I need to get the URL of the webpage that my einstein bot is sitting on. The reason is because we are using the same bot on multiple websites, and want to change the message display widgets based on ...
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18 views

Einstein Bots and Messaging Routing

In a bit of a jam here.... with Einstein Bots and Messaging As of today, I am using Bots and Messaging channel to route the Messaging Sessions(Whatsapp) to different queues based on the user selection ...
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68 views

Salesforce chatbot Post Survey Option disabled

Can anyone guide on how to enable the Chatbot Post survey option? Do I need a License for a Post chat survey? Surveys are already enabled in Org.
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36 views

Using components from appexchange within Einstein Bot

I need to embed youtube videos in my einstein bot. Can I use either of these prebuilt items and use them to include a youtube video in my bot? https://appexchange.salesforce.com/appxListingDetail?...
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38 views

Capture UTM parameters in Salesforce with live chat

I need a way to capture UTM parameters and create as lead in Salesforce with live chat. Ex, if user started live chat or live agent and enquired somthing then I need to create a lead with UTM ...
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1answer
18 views

routing omnichannel message to our own custom-made chat plugin

I have integrated the web bot on a community page in Salesforce and configured the appropriate Einstein Bot using Dialog and Intent successfully. Now, in order to receive the message from a customer ...
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72 views

Custom pre-chat before Live Chat

I have a tricky question to ask. I have to transfer the chat from the Einstein Bot to the Live Chat. I'm aware of the Pre-Chat settings where we can insert custom code (lwc, aura) on the E.Bot. My ...
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110 views

`ConversationDefinitionEventLog.EventLabel` cannot be grouped in SOQL or via Einstein Analytics - always returns `0`

I'm trying to do what should be a relatively simple dashboard for our Einstein Bot, we just want to figure out what the most popular dialogs are. I've found the data and it is stored in ...
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52 views

Apex Action calls in Chat Bot does not work with LWC

I am trying to set up hyperlinks in chatbot using LWC. But when I implement this, links are working but the apex action calls in the bot stopped working. It skips automatically. How to solve this. (I ...
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67 views

Bot - Why I can't enable logging conversations?

In Enable Einstein Bots docs there's a step-by-step guide of how to store the conversation data. Screenshots suggest that there should be a setting to enable this in Enstein Bots Setup: However in my ...
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170 views

Configure Greeting Message on Einstein Bot before connecting to Agent without Prechat form

I have saved the user data such as the name on the custom field on LiveChatTranscript.I would like to show the name when the bot is connecting. Now it shows "Hello Guest " without pre-chat ...
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232 views

How to respond to Einstein Bot after-hours message during business hours?

Background A Facebook Messenger Einstein Bot has an business-hours check as the first action, if it is out of business-hours it sends a message informing them that no one is available. Question How ...
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126 views

Backup of Einstein Bot

Is there anyway to make a Backup of Einstein Bot and put it on Github or another place? An example is Metadata API or anything like that can download the Einstein Bot? We will lose the Bots Licenses ...
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1answer
137 views

Einstein Bot Builder Error when Build Model clicked: 'Your Model Requires Attention.' How to troubleshoot?

Unable to Build Model. I have adequate intents and utterances.
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135 views

Einstein Bot - Passing boolean into Apex action

I need to pass boolean value (NOT asked to the customer) to apex action and need to hard code it. I have an invocable method which takes a list parameters like (psuedo code) public class SomeClass{ @...
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117 views

Einstein Reply Recommendations not visible in setup

As per Summer'20 Release notes Help Chat Agents Respond Faster with Einstein Reply Recommendations is generally available. But I don't see 'Reply Recommendations' in setup, both in Lightning and ...
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218 views

How can we change the header text and its color for the Salesforce Einstein chatbot?

The Einstein Chatbot header has default greeting text as "Hello Guest! An agent is on the way. And this text on header is white in color. I want to change it into a different color, probably ...
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49 views

Can Einstein Bot recognise two different Intent associated with same Dialog?

I'm not able to build Model for Einstein Bot, for that it's asking me to have at least two Intent. I already have more than 2 intent with Some Dialogs, but they are not present in the Menu option. ...
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22 views

Ask questions to a user with Einstein bot

I test a community with Einstein bot. I would like to know if it's possible to replace the form at the beginning of the chat with few questions, one after one and at the end use answers to create a ...
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189 views

Einstein Bot, general error handling

i've made a bot that execute some call to Apex Classes methods, and redirect user through different dialogs. For example, when an Apex Actions lasts more than 10 seconds, an exception will be raised ...
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478 views

What license do I need to enable Einstein in Chat Bot?

I have created a chatbot in my org. I want to enable Einstein for that Einstein chatbot in my org. Is there any specific license that I need? It looks like before enabling that, the bot will just ...
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19 views

Getting an error while setting up Embedded Service Deployment

When i click on Embedded Service Deployment in salesforce setup getting an please contact your administrator for setup embedded service setup,Please check below image.
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24 views

Can we use Entity Name used in one Dialog in another Dialog of Einstein Bot

I'm following the Einstein Bot developer cookbook, and I'm in this step. I'm trying to use the Entity Name "OrderNumberString" already used in Order Status dialog in Cancel An Order Dialog, but it is ...
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540 views

Get Pre chat data in Einstein Bots

I have a bot deployed using Embedded Service. I'm following Einstein Bots Developer Cookbook. In my PreChat form, I'm getting customer Name, which I want to use while greeting. I have added below ...
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130 views

Salesforce Einstein vs DialogFlow

I am planning to build a 'smart' BOT in my Salesforce org. The BOT should be able to have: A guided flow to help community users to: a. Forgot Password/Reset Password/Login Issue. b. Query the Case ...
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81 views

Einstein Bot URL is not working in Visual Force pages

I have configured my Einstein Bot Successfully, but the problem is in the response of that Bot i am showing some value which contains URL values and those are not clickable. Note: I have embedded ...
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15 views

Match Financial Account Number in the Financial Account Record to User Entered value in Einstein Bot

I'm currently working on Einstein Bot and I have an Apex Action to match the User Entered Mortgage_Number in the Bot, with the available Financial_Accounts records. (The bot will only progress other ...
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1answer
230 views

How to set current fiscal year as on load filter in Einstein Analytics?

I have created one Einstein Analytics dashboard for opportunity and in which i want to set filter on load of dashboard as current fiscal year which will show data of opportunity of current fiscal ...
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218 views

When calling Apex action from Einstein Bot , the object data is missing or few keys are not present

I'm doing a callout from Einstein bot using apex action, I'm storing the data in Object Variable in the chatbot. however, when I try to access the same variable in apex again by passing it as an ...
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1answer
24 views

Issue in creating Community with Customer Support Template

I am trying to create a community with "Customer Service" Template but the option is disabled. P.S: I am System Admin. Just to confirm, I also want to know can we built Einetin Bot on other ...
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796 views

Einstein Chatbot Agent Offline in Community Preview

I have set up an Einstein Chatbot, and I would like to test it in my community preview, however, it says: "Agent Offline", and I cannot get it to activate when previewing the community. Here is the ...