Fastcall seamlessly integrates with Einstein Bots to elevate customer support and engagement through AI-powered chat capabilities.
Before diving into bot creation, ensure your Salesforce org is configured to use Einstein Bots. You can find guidance on how to set it up here.
Einstein Bots supports invocable actions for calls and SMS, making it easy to integrate communication into your bots. Learn more about using invocable actions with Fastcall here.
What Are Einstein Bots?
Einstein Bots are multi-channel, multilingual bots that integrate with your Salesforce data to automate routine tasks, empowering your teams to achieve more. By handling common customer queries, these bots not only enhance customer satisfaction but also reduce operational costs and increase revenue.
How Do Einstein Bots Work?
Einstein Bots interact with customers to resolve simple issues or qualify and route more complex ones. When a bot is unable to resolve a problem, it can efficiently escalate the issue to a support agent. By serving as the first point of contact, bots help your support team focus on more intricate problems, ultimately improving response time and handling a greater number of support cases
Whether a bot resolves a query on its own or escalates it appropriately, it contributes to a smooth and positive customer experience.
Why Use Einstein Bots?
- Efficiency: Bots help resolve customer issues faster, often before a case needs to be opened, reducing chat duration and enabling immediate self-service.
- Cost Savings: By automating repetitive tasks, bots save your agents time, allowing them to focus on high-value, complex issues, which translates to significant cost savings for your business.
- Customer Satisfaction: Bots can be trained to understand and respond intelligently to human language using Natural Language Processing (NLP), making interactions feel seamless and personalized.
Create an Einstein Bot
You can create an Einstein Bot using a template or build one from scratch. Start by using the Guided Setup Flow or cloning an existing bot, and choose between creating a Standard Bot or an Enhanced Bot depending on your needs.


When naming your bot, choose a name that reflects your company’s culture or clearly communicates its function.


Finally, fine-tune the details of your bot in the Einstein Bot Builder to match your customer service goals.

Last updated: Fastcall v8.7.2, 2024-09-12