Salesforce Einstein

Content on this page is for a product or feature in controlled release (CR). If you are not part of the CR group and would like more information, contact your CXone Account Representative.

Salesforce Einstein is a third-party platform that provides chat-based virtual agents. Virtual agents interpret what your contacts type in the chat window and respond appropriately. They do this using technologies such as:

Virtual agents are flexible and can provide a range of functions to suit the needs of your organization. For example, you can design your virtual agent to handle a few simple tasks or to serve as a complex interactive agent.

The Salesforce Einstein platform only supports text virtual agents. However, you can voice-enable your virtual agent in CXone so it can handle voice interactions. This requires custom scripting and uses text-to-speechClosed Allows users to enter recorded prompts as text and use a computer-generated voice to speak the content. and speech-to-textClosed Also called STT, this process converts spoken language to text. services to convert each turn of the conversation from audio to text and vice-versa. For more information about voice-enabling a text virtual agent, contact NICE CXone Expert Services.

Conversation Flow for Text Virtual Agents

Contacts start a conversation using a chat window. The location of the chat window varies depending on the specific channelClosed A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on. you use. For example, it might be located on your website or the contact could start the conversation from the location of a third-party service, such as Google Business Messages. The contact's utterances are already in text format, so they don't need to be transcribed. They're passed on directly to the virtual agent.

After the conversation has started, the virtual agent analyzes the contact's utterances to understand the purpose or meaning behind what a person says. This is known as the contact's intent. When the intent is identified, the virtual agent sends an appropriate response to the contact.

Requests and responses are sent via Virtual Agent Hub and the script with each turn. This option allows for customization of the virtual agent's behavior from turn to turn.

At the end of the conversation, the virtual agent sends a signal to the Studio script. It can signal that the conversation is complete, or that the contact needs to speak with a live agent. If the conversation is complete, the interaction ends. If a live agent is needed, the script makes the request. The contact is transferred to an agent when one is available.

Once the conversation is complete, post-interaction tasks can be performed, such as recording information in a CRMClosed Third-party systems that manage such things as contacts, sales information, support details, and case histories..


To use Salesforce Einstein virtual agentsClosed A software application that handles customer interactions in place of a live human agent. with CXone, you need:

  • Salesforce account with administrative privileges.
  • A Salesforce Einstein virtual agent configured and trained to provide responses that fulfill your contacts' requests.
  • Postman API (optional).

Components of an Integration

The integration of Salesforce Einstein involves the following components: 

Conversation Transcripts

You can capture the transcript and intent information from all Salesforce Einstein chat conversations. You can use the captured data in any way you want. For example, in cases where an interaction is transferred to a live agent, you could display it for that agent. Another option could be to save it as a permanent record of the conversation. You can choose to capture just the transcript, just the intent information, both, or neither.

If you want to capture this information, you must enable it in the Salesforce Einstein configuration settings in Virtual Agent Hub. You must also configure a Studio script used with your virtual agent. The script must include a action configured to manage the captured data. Captured data is stored temporarily for the life of the contact ID. If you need to save it, you can configure the script to send it to an archive. You are responsible for scrubbing all saved data for PII (Personally Identifiable Information).

Custom Scripting Guidelines

Before integrating a virtual agentClosed The meaning or purpose behind what a contact says/types; what the contact wants to communicate or accomplish, you need to know: 

  • Which script you want to add a virtual agent to.
  • The virtual agent Studio action you need to use.

  • Where the Studio actions must be placed in your script flow.
  • The configuration requirements specific to the virtual agent you're using.
  • How to complete the script after adding the virtual agent action. You may need to: 
    • Add initialization snippets as needed to the script using Snippet actions. This is required if you want to customize your virtual agent's behavior.
    • Re-configure the action connectors to ensure proper contact flow and correct any potential errors.
    • Use the OnReturnControlToScript branch to handle hanging up or ending the interaction. If you use the Default branch to handle hanging up or ending an interaction, your script may not work as intended.
    • Complete any additional scripting and test the script.

Ensure that all parameters in the virtual agent actions you add to your script are configured to pass the correct data. The online help pages for the actions cover how to configure each parameter.

Additionally, ensure that you completely configure your virtual agent on the provider side. Verify that it's configured with all possible default messages. This includes error messages or messages indicating an intent has been fulfilled.

You may be able to obtain template scripts for use with virtual agent integrations from NICE CXone Expert Services. If you need assistance with scripting in Studio, contact your CXone Account Representative, see the Technical Reference Guide section in the online help, or visit the NICE CXone Community A square with an arrow pointing from the center toward the upper right corner. site.

Supported Action for Text Virtual Agents

You can use the Textbot Exchange action when integrating a Salesforce Einstein text virtual agent.

The TextBot Exchange action is for complex virtual agents or for when you need to customize the virtual agent's behavior from turn to turn. It monitors the conversation between the contact and the virtual agentClosed A software application that handles customer interactions in place of a live human agent. turn by turn. It sends each utteranceClosed What a contact says or types. to the virtual agent. The virtual agent analyzes the utterance for intentClosed The meaning or purpose behind what a contact says/types; what the contact wants to communicate or accomplish and context and determines which response to give. TextBot Exchange passes the response to the contact. When the conversation is complete, the action continues the script.