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Einstein Bots for Financial Services Cloud
Einstein Bots for Financial Services Cloud
- Industries
- Financial Services
- Business Need
- Agent Productivity
Let your financial services agents focus on complex customer questions, and get the Einstein Bots to handle the easy ones. Our bots lower your support costs and increase your customers’ satisfaction.
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It does not work with Person Accounts
Like most financial institutions these days we work with Person Accounts. The supporting data that this package installs relies on Contacts/Accounts and errors out with Person Accounts.
Works well once setup correctly
Its a very good app for showing Einstein bot in FSC. Set up instructions bit hard to find however following this guide was very helpful. Adding the link for others who find it difficult to setup. Not for this packing but very similar setup. https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_bots.htm
This app can't be installed
This app looks very promising and want to try it. But I need your help to install this app. Whenever I try to install this app, I get this message "The AppExchange package has been deprecated and can no longer be installed. Please try installing a newer version, or contact the package owner directly to resolve." Can I get some help?