Enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, coupled with the capability to summarize chats into clear, concise summaries that capture essential information for improved understanding and follow-up actions.
Enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, coupled with the capability to summarize chats into clear, concise summaries that capture essential information for improved understanding and follow-up actions.
Objects Referenced
Accounts, Billing Account, Energy Service Agreement, Case, Product, Interactions, Contract
Data Sources
CRM
Template Type
Record Summary
How to use
Generate an overview at the touch of a button within your workspace.
Availability
GA Oct. '24
Deliver informed and efficient service with a concise overview of all recent customer interactions.
Objects Referenced
Interaction, Case, Contract
Data Sources
CRM
Record Summary
How to use
Generate an overview at the touch of a button within your workspace.
Availability
GA Oct. '24
Gain quick insights into a customer's recent issues, enabling more personalized and efficient service with a concise overview of all open cases, linked to specific billing accounts and locations.
Objects Referenced
Case, Billing account, Location
Data Sources
CRM
Record Summary
How to use
Generate an overview at the touch of a button within your workspace.
Availability
GA Oct. '24
Generate concise, accurate summaries post-chat that can be added to cases, sent to customers, or stored in knowledge bases, streamlining case closure and improving inquiry handling.
Objects Referenced
Account, Case
Data Sources
Chat Transcript
Record Summary
How to use
Generate an overview at the touch of a button within your workspace.
Availability
GA Oct. '24
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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