The native reports cover the headlines, but most teams want richer visuals and savings figures in one place. The Einstein Bots Value app is a CRM Analytics template you download from AppExchange and configure for your org. Here is the path.
- Get the template and the right access
Download the Einstein Bots Value template from AppExchange. Confirm permissions first: builders need Customize Application, Modify Metadata, or Manage Bots, and analytics users need Access Service Cloud Analytics Templates and Apps plus Use CRM Analytics Templated Apps.
- Create the app in Analytics Studio
Open Analytics Studio from the App Launcher. Choose Create, then App, then search for and select the Einstein Bots Value template to start the guided setup.
- Run the setup wizard with your cost inputs
Step through the wizard and supply your organization's cost data, such as the loaded cost of a human-handled contact, so the app can calculate savings rather than just activity.
- Review, then set a cadence
Open the generated dashboard, confirm the KPIs and chat-data panels look right against a known period, then add it to a weekly review so the numbers drive action instead of just accumulating.
The AppExchange CRM Analytics package that visualizes bot value, KPIs, and cost-benefit against your business objectives.
Your own figure for what a human-handled interaction costs; the app multiplies contained sessions by this to estimate savings.
Scope the dashboard to a specific bot and window so multi-bot orgs do not blend unrelated traffic.
A scheduled write of key metrics to a custom object, since hourly data lasts 14 days and daily data lasts 180.
- Native retention is short: hourly metrics live 14 days and daily metrics live 180, so long retrospectives need your own snapshot job.
- Reporting data lands within about an hour of collection, so today's numbers are not real time.
- The Value app needs accurate cost inputs; garbage cost figures produce a savings number no one will trust.
- Agentforce agents report through Agent Analytics and Agentforce Observability, not the Einstein Bot session objects, so do not point a new agent at the old dashboards.