Deliver faster service with Flow.

Reduce costs and easily manage data by automating customer service tasks.

Streamline cases.

Reduce service costs by eliminating repetitive tasks and manage complex processes with automatic case creation.

Connect teams.

Improve team efficiency by automating complex routing requirements to dynamically send the right work to the right agent.

Resolve inquiries faster.

Increase case deflection by deploying chatbots and using built-in templates for common use cases.

Automate incident response.

Make incident detection and response fast and scalable using pre-built solutions.

Create a Case

Eliminate repetitive tasks and reduce errors by automating case creation. Field questions or manage complex processes like claims, onboarding, or service requests.

Omni-Channel Service Flow

Automate complex routing requirements and dynamically send the right work to the right agent. Use prebuilt templates to unify the routing setup for all supported channels.

Intro Chatbot

Save your agents’ time by employing built-in chatbot templates for common use cases. Add case comments, get pre-chat context, and check order status automatically.

Incident Management Flows

Reduce costs, boost operational efficiency, and enhance the customer experience with pre-built templates that automate incident detection and response, and streamline communication.

Get started with prebuilt automations for service.

Service

Create a Case		Automate the process of creating a case in Salesforce.

Verify a Customer		Automate the process of verifying a customer's identity.

Reset Password		Automate the process of resetting a user’s password.

Flow Automation Pack		Make complex, multi-user processes easy and scalable with easy integration steps and pre-built templates.

Flow Automation Pack for Incident Management		Automate mission critical incident response with automated processes and proactive communications

Intro Bots - Add Case Comment		Leverage the power of bots and automate the process for adding a case comment in Salesforce.

Intro Bots — Create Lead		Leverage the power of bots and automate the process for creating a lead in Salesforce.

Intro Bots — Look Up Case		Leverage the power of bots and automate the process for looking up a case in Salesforce.

Intro Bots — Create Case		Leverage the power of bots and automate the process of creating a case.

Intro Bots — Get Pre-Chat Context		Leverage the power of bots and automate the process for capturing customer pre-chat information.

Intro Bots — Look Up Order		Leverage the power of bots and automate the process for looking up an order in Salesforce.