Conversational Assessments

Assessments represent a conversation where a score, recommendation or feedback is provided to end users based on their responses. The goal of this project is to provide a framework for building such assessments through simple configuration using Einstein Bots + Digital Engagement. Assessments built in this framework provide out of the box support for signal detection, reporting and transcript deletion.

Assessment definition decision trees can be configured through Custom Objects included in this package and a pre-configured Einstein Bot will be able to interpret and serve the assessment definition.

Overview video available here.

Setup Instructions

Pre-requisites

A Salesforce org with Chat and Einstein Bots enabled. Steps on how to enable these are available here

Installation steps

Method 1 : Un-managed package deployment

You can install this application by using one of the package installation links available in the "Releases" section of this repository. Once you go to that link, it will guide you through the setup process. Select the "Install for Admins Only" option, once installed you should see the package listed under Setup > Installed Packages.

Method 2 : Scratch Org quick deploy

NOTE : Requires ChatbotEinsteinPilot feature enabled in Dev Hub org

Method 3 : Scratch Org CLI deploy (requires ChatbotEinsteinPilot feature enabled in Dev Hub org)

NOTE : Requires ChatbotEinsteinPilot feature enabled in Dev Hub org

1. Install Salesforce DX. Enable the Dev Hub in your org or sign up for a Dev Hub trial org and install the Salesforce DX CLI. Follow the instructions in the Salesforce DX Setup Guide or in the App Development with Salesforce DX Trailhead module.

2. Clone this repository:

   git clone https://github.com/forcedotcom/assessment-bot
   cd assessment-bot

3. Run the org-init.sh shell script provided in this repo. This script will generate a scratch org pre-loaded with a couple of Assessment Definitions.

    ./org-init.sh

Post-installation steps (One-time setup)

Once you've installed the Conversation Assessments package, you will need to configure the complete the following steps for the package to fully work.

1. Update Page Layout Assignment
2. Enable Omni-Channel
3. Create a Chat Deployment and Chat Button
4. Enable Communities and create a Community
5. Create an Embedded Service Deployment
6. Update Assessment Manager custom setting
7. Add a new CORS entry in your org
8. Update the Assessment Bot configuration
9. Assign the Assessment Admin permission set to your user
10. Open the Assessment Manager app
11. Create and test your first Assessment
12. Schedule Assessment Session apex jobs

User Guide

To learn more about how to create, report and deploy assessments you can refer to the User Guide