Build a Chatbot on Salesforce using Einstein Bots
What you’ll learn
Build and deploy an Einstein Bot on the Salesforce platform
Understand the fundamental concepts of building a NLP-powered chatbot
Create basic dialog flows using declarative no-code configuration
Learn how to extend out-of-the-box functions using simple Apex classes
Use best practices for managing and optimizing your Bot
Deploy your Bot on to your website or community
Requirements
Basic Knowledge of Salesforce and Service Cloud
Description
This course will teach you how to build chatbots directly on the Salesforce Platform using Einstein Bots. The Einstein Bot Builder provides a very easy to use graphical interface to create a full-fledged bot in a matter of just a few hours. This course focuses on setting up a basic chatbot to meet the needs of a small business looking to increase deflection and self-service in the contact center.You will learn the following:How to set up and prepare your org for Einstein BotsHow to teach your bot to answer basic customer FAQsAdd Natural Language Processing (NLP) to have your bot deeply understand what your users are sayingIncorporate Flows and Apex Code to execute custom business logic within SalesforceStrategies to maintain and optimize your bot as it scalesAnd much more…You do not need to know how to write Apex for this course, as it is focused on using no-code declarative solutions to get your bot off the ground. With Einstein Bots, you can tap into all of the existing objects and data you have in your org without any third party integrations. It’s time to take your contact center into the 21st century with Einstein Bots!This course uses a free developer edition org to develop in. Your company’s org may require additional licensing to enable Einstein Bots within your production org. Contact your Salesforce AE for more information on licensing terms.
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Setting Up Your Org
Lecture 2 Signing Up For a Developer Edition Org
Lecture 3 Enabling Chat in your org
Lecture 4 Enabling Einstein Features in your org
Lecture 5 Enable Einstein Bots in your org
Lecture 6 Set Up Omni-Channel Routing
Lecture 7 Create an Omni-Channel Queue
Lecture 8 Create a Chat Button
Lecture 9 Create a Site for your Bot
Lecture 10 Create a Chat Deployment
Lecture 11 Create an Embedded Service
Section 3: Getting Started with the Bot Builder
Lecture 12 Creating your first Bot
Lecture 13 Note about Summer ’22 updates to the Einstein Bot Builder
Lecture 14 Intro Walkthrough: Dialogs
Lecture 15 Intro Walkthrough: Bot Overview
Lecture 16 Intro Walkthrough: Entities and Variables
Lecture 17 Intro Walkthrough: Performance and Model Management
Lecture 18 Identifying Bot Intents and Use Cases
Section 4: Add Customer FAQs to your Bot
Lecture 19 Creating your first FAQ responses
Lecture 20 Adding FAQs to the main menu
Section 5: Use NLP to understand your users
Lecture 21 Add “Exact Match” NLP to the Bot
Lecture 22 Create an Intent Set for Einstein ML NLP
Lecture 23 Use Intent Sets for Deeper Understanding
Section 6: Use Flows inside your Bot
Lecture 24 Setting up Case creation dialogs
Lecture 25 Creating a Flow to insert Cases
Lecture 26 Invoke a Flow from the Bot
Lecture 27 Understanding Einstein Bot Permissions
Section 7: Advanced Topic: Use Apex Code with your Bot
Lecture 28 Get your Bot ready to use Apex
Lecture 29 Writing an InvocableMethod Apex Class
Lecture 30 Call the Apex Class from your Bot
Lecture 31 Testing and Troubleshooting your Bot
Section 8: Deploying your Einstein Bot
Lecture 32 Adding your Bot to a Community (Digital Experience Site)
Lecture 33 Embedding your Bot on an External Website
Section 9: Maintain and Optimize your Bot
Lecture 34 Optimize your Language Model
Lecture 35 Tips for Salesforce Component Deployments
Lecture 36 Bonus Lecture: Transfer to Live Agents
Lecture 37 Bonus Lecture: Use Knowledge Article Answers
Section 10: Conclusion
Lecture 38 Thank you
Salesforce Developers looking to implement Einstein Bots in their org,SFDC Admins who want to understand Einstein Bots’ features and ROI,Contact Center professionals who want to achieve greater efficiency and higher customer satisfaction using a chatbot on Salesforce
Course Information:
Udemy | English | 2h 46m | 892.35 MB
Created by: Mike Curry
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