Manufacturing
Get Customer Interactions Insights
Summarize past customer interactions to empower service agents with a comprehensive view of the interaction timeline, enhancing customer service efficiency and satisfaction.
Interaction Summary
Customer service agents need a quick summary of past interactions to provide better support. This feature summarizes the interaction timeline, giving agents a comprehensive view of customer history, improving service quality and response times.
Object Referenced
Contact, Case, Interaction
Data Sources
CRM, Interaction Timeline
Record Summary
1. Navigate to desired customer account page
2. Click the Einstein window open
3. Select the prompt ""Interaction Summary""
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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