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A customer service agent prompts Einstein Copilot by asking how likely an account is to churn and gets an answer.
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Resolve a Customer Issue

To identify and resolve customer issues quickly, you need to understand customer history and context, and that can be complex. Einstein Copilot’s generative AI can analyse customer data and generate solutions and step-by-step guides, resolving issues efficiently and effectively.

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Complaint Attribute Generation

Overview
Use the description of a complaint to identify its attributes, including type, subject, incident date, product mentioned, and the channel where it was logged. Insert that information into a JSON record.

Template Type
Field Generation

Objects Referenced
Public Complaint

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
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