Build Intents Quickly by Adding Customer Inputs with the Data Loader

If you use dialog intents to understand what your customers want, you need at least 150 inputs to build an effective intent model. Adding all these customer inputs manually is tedious and time consuming. One way to add customer inputs more quickly is with the Data Loader.

Where: This feature applies to both Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Setup for Einstein Bots is available only in Lightning Experience.

Who: Einstein Bots is available to orgs with both Service Cloud and Live Agent user licenses. Each org is provided with 25 Einstein Bots conversations per month for each Live Agent user with an active subscription. To make full use of the Einstein Bots Performance page, you also need Service Cloud Analytics.

How: In the Einstein Bot builder, create the dialogs that use the intents that include your customer inputs. Enable the dialog intent for each dialog. Enable Dialog Intent button

Add your customer inputs to a CSV file, and use the Data Loader to upload it.

Your uploaded customer inputs appear in the dialog intent. Dialog Intent tab with new customer inputs added

Build Intents Quickly by Adding Customer Inputs with the Data Loader

See Also