SF Einstein ChatBot Setup & Training

1.Go to Einstein Bot from Setup -> Enable the Bot -> Enable Log Conversation & Live Agent.

2.Create new Bot (Complete all the steps)

3.Once Bot is created all the basic operations/features of Bot can be used, except Training Chatbot. Create “Dialogs” & and interlink them according to requirement using following 4 functionalities.

4.To start Training the Bot, follow these steps:

a. Enable “Dialog Intent” of the respective dialog, on which bot should learn.

b. Sign-up for “Einstein Platform Services” by visiting the following

Link: https://api.einstein.ai/signup

c. After downloading the KEY (.pem file) & we have to upload it to our Salesforce Org -> By going to ‘Files’ by clicking

5. Go to Setup -> Create a ‘Remote-Site’.

·         Remote Site Name: EIS_API

·         Remote Site URL: https://api.einstein.ai

6. Go to Setup -> Security -> Certificate & Key Management -> Create a ‘Self -Signed Certificate’.

(You can give any Name & leave remaining settings as it is)

7. Go to Setup -> Einstein Platform -> Einstein.ai -> Edit -> Choose the Name of the certificate you just created in above step -> Save.

8. To train Bot it needs data to be fed to it (like a Question Bank). 20 questions are minimum. More different type of questions are provided to it, more intelligent it gets.

Go to Setup -> Einstein Intent Sets -> New -> After creating, click Edit on that Set -> Create New Intent -> Edit New Intent -> Enter 20 Questions.

9. Open your newly created Bot -> Open required ‘Dialog’ -> Select ‘Dialog Intent’ -> Add Intent -> Select the required Intent.

(Select Question-Bank which you created)

10. Go to ‘Overview’ -> Click ‘Build Model’ -> Training starts (Status becomes RUNNING) -> After some time Training get complete (Status becomes SUCCEEDED)

11. Test it..!!