[Optional] Learn how to sign up for a free Developer Edition Salesforce org to use for your Einstein Bot.

Learn how to enable Chat in your Salesforce org as a prerequisite.

If you are using a Developer Edition org, you must complete these steps to enable Einstein Features from the Dev Hub.

Learn how to enable Einstein Bots within your Salesforce org.

Learn how to enable Omni-Channel functionality as a prerequisite for your bot.

Learn how to create an omni-channel queue as a prerequisite step.

Learn how to create a new Chat Button as a prerequisite for your Bot.

A Site or community (Digital Experience Site) in Salesforce is required to create an Embedded Service chat window.

Learn how to create a Chat Deployment in Salesforce as a prerequisite step for your bot.

Create an Embedded Service (formerly called Snap-In) in Salesforce to house your Einstein Bot inside of a chat window.

Get started with your first Einstein Bot by creating a new bot inside your org.

A quick note about recent changes to the Einstein Bot Builder's user interface with the Summer '22 release of Salesforce.

Learn the basics of the Dialogs component of the Einstein Bot Builder.

Familiarize yourself with the Bot Overview screen and the various configuration items.

Walkthrough the Entities and Variables screens inside of the Einstein Bot Builder.

Learn about the Performance and Model Management sections inside of the Einstein Bot Builder.

Let's take a step back and think about use cases that we want the bot to achieve.

Learn how to add basic FAQ responses into your Einstein Bot.

Add customer FAQs to your bot's main menu to increase deflection and self-service from your customers.

Use the Exact Match functionality to build a primitive understanding of your users input.

Einstein Machine Learning-based NLP allows your bot to understand the user without needing an exact match of the utterance. Creating an intent set is the first step to enable this functionality.

Use your intent set(s) to enable Einstein ML NLP and have your bot answer your customers from their natural language input.

Let's set up the required dialogs to allow our Bot to open Salesforce Cases on behalf of users.

Now it's time to create a Flow that can be called from our Bot to insert a Case in the Salesforce org.

With the Flow created, we can now hook it up to the Bot to create cases.

It's important to understand the permissions model of Einstein Bots and how the Basic Chatbot User works with Bot Actions.

Lets create some dialogs to prepare our Bot to call Apex Code to perform a search of Salesforce Objects.

Now it's time to write the Apex Code that we can call from our Bot using the InvocableMethod annotation. See the attached Resource file for a complete copy of the code.

With our Apex code implemented, lets see how we can use it inside of our Einstein Bot.

Lets learn about the ways we can test and troubleshoot errors that might occur in an Einstein Bot.

Adding your Einstein Bot to a Digital Experience Site (formerly Communities) is easy, lets learn how.

Lets see how we can generate a code snippet that we can use to place an Einstein Bot on an external HTML site.

Over time, user interactions will allow us to re-train our bot's language model to better understand our customers.

Whether you are using Change Sets or a CI/CD pipeline, lets discuss strategies to keep your bot up and running.

Have your bot transfer to a live human agent when it needs to escalate using omni-channel.

Learn how to use the new Article Answers smart feature to expand the knowledge of your Einstein Bot using your existing Salesforce knowledgebase.

Thank you very much for joining me in this course! Please reach out with any questions or feedback.