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Hello. I am still learning about Einstein Bots and had a few questions all related to using Einstein Bots and Live Agent with our corporate website with our inside sales reps acting as "agents". Basically if someone comes to our website and looking for information, we want to engage with them and send them to information.

 

Can Einstein Bots:

  • Direct website visitors to information they are interested in with as little human intervention as possible?
    • Example:  If someone from a specific company visits our site, can the Bot recognize this and serve up personalized content with a specific greeting that directs them to a whitepaper or page that corresponds to the users industry?
  • Offer meetings (ties into Outlook calendar) for the appropriate sales rep. ? (Tie-in with Inbox?)
    • Can it allow sales and the prospect the ability to choose preferred meeting date/time based on availability?

Thanks,

Rick

4 comments
  1. Aug 23, 2020, 2:05 PM
    @Rick Nania - more on scheduling. We were able to make Apptoto.com work in our custom LWC for LiveAgent Chat window and Bot. In that case, everything renders inside the chat window. IF you don't mind the customer popping up another window, a simple link to Calendly or any of the other Group Calendar invite solutions would work.
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