An AI-powered assistant that helps you to write messages, search for information, and handle other tasks. Each AI agent is fine-tuned to perform a specific action, e.g. automate routine processes, offer insights, or respond to user requests. For instance, an agent might pull answers from a knowledge base or generate a summary of records.
Empower your corporate sales teams with actionable insights from client conversations and key opportunities for coaching. Both managers and sales representatives will be able to review call recordings to pin down crucial points—e.g. mentions of competitors, products, specific keywords, pricing talks, and agreed-upon subsequent measures.
This Salesforce AI tool reveals invaluable connections by analyzing a wide range of datasets, from unstructured content pieces like web pages to structured sources, including Salesforce records. This will enable your sales teams to make the right contacts, engage with high-potential prospects, and drive more deals to the finish line.
This feature of artificial intelligence in Salesforce creates concise overviews of specific records, with the results tailored to both the record type and the available prompt templates. For instance, asking to “Summarize the Acme account” will produce a succinct, bespoke summary of that particular account.
This aspect of Salesforce AI implementation responds to inquiries regarding voice or video calls by assessing call transcripts. For instance, if someone asks Einstein, “What was the customer sentiment during the call?” the system generates an answer in the language the customer used.
This group of Salesforce AI tools provides accurate responses to questions by drawing on knowledge base articles. When a user submits a query (for example: “What’s our return policy for online purchases made during a promotional sale?”), it will search available documentation and deliver clear answers based on pertinent data.
This assesses the user’s input to identify the relevant object being referenced, then returns a list of matching object names to enable further actions. Among other things, if you type “Acme,” the system searches and presents all objects with “Acme” in their name, allowing you to quickly select the intended record and continue.
Custom actions are tailored operations that can be triggered during an AI-driven conversation to meet specific business goals. They allow AI to go beyond general responses and perform real-time tasks based on your input. A user could request, “Show me all open high-priority cases for this contact,” and AI would execute the appropriate logic.
Equip sales teams with conversational analytics and identify points for coaching and improvement. By reviewing voice and video call recordings, managers and representatives uncover references to competitors, products, keywords, pricing, and follow-ups. Leaders can also analyze broader conversation trends and access insights to refine strategy.
In the context of Salesforce AI solutions, bots elevate the web-to-lead experience and support your sales team in closing more deals. Each buyer assistant uses CRM-driven dialogs and automation flows to engage clients, pitching products after hours, routing leads, notifying team members, and scheduling meetings. Once created, the bot can be customized to match your conversation style and corporate priorities.
Here, seamless AI Salesforce integration with Andersen will help you discover key connections by assessing a wide range of data—from unstructured content like web pages to structured Salesforce records. Each identified relationship is backed by contextual evidence, giving your team the clarity required to engage the right people, pursue high-potential leads, and close deals with confidence.
AI creates a condensed and easy-to-read overview of a specific record, with the output tailored according to the record type and the specific prompt templates the user has access to.
Smart assistants deliver accurate, well-supported answers to user questions by searching through and extracting information from the most relevant and up-to-date knowledge base articles.
These are the trigger flows, Apex code, or prompt-based logic behind AI conversations for tailored tasks. For example, you can retrieve all open high-priority cases linked to a specific name, based on real-time input.
AI assists teams with learning from calls by highlighting key aspects and trends. Representatives and managers can review recordings to spot mentions of competitors, products, pricing, and the next steps.
This feature recommends field values by analyzing past cases and chat transcripts. Thus, agents gain insights during chats, and Einstein suggests case details once the conversation ends.
Einstein automates case summaries by predicting key details like the issue and resolution. As chats progress, it refines its output, generating accurate summaries to boost efficiency and improve service.
In this respect, Salesforce AI integration with Andersen makes guesswork unnecessary and accelerates case resolution. AI, trained on closed cases, suggests field values as soon as a case is created.
Service Analytics helps managers and agents turn data into action. Prebuilt dashboards offer KPIs, case snapshots, and client insights, accessible on any device and customizable to your corporate needs.
AI reviews subject lines from the past 90 days of English emails to suggest improvements based on language patterns, emotional tone, and top-performing phrases, helping users boost engagement.
Artificial intelligence in Salesforce delivers real-time, automated email personalization the moment a message is opened, providing intelligent, scalable, and dynamic content for each recipient.
Salesforce AI implementation with Andersen empowers customers to streamline image management by auto-tagging files in the content library with searchable labels.
Here, Salesforce AI consulting and implementation with Andersen maximize engagement by sending emails and push notifications when each subscriber is most likely to respond.
Salesforce AI solutions make it possible to segment subscribers by analyzing their email behavior, e.g. opens, clicks, and unsubscribes and forecast future engagement, as well as assign predictive scores and help you reach the right audience.
Smart technology improves email campaign performance by using past engagement data to find the most efficient send frequency, helping to reduce unsubscribes by tailoring email volume to each client.
Modern Salesforce software boosts campaigns with tailored recommendations, drawing from the asset catalog to display relevant items when the email is opened, driving higher engagement and conversions via personalized content.
Employing this Salesforce AI tool for B2B marketing automation makes it possible to monitor the potential customer's activity, detect buying intent, and adjust scores accordingly—all displayed via a Lightning component for easy access.
Salesforce AI powers intelligent automation, predictive insights, and seamless customer experiences
The Einstein Trust Layer is a comprehensive and dependable framework designed to safeguard company data, ensure AI output is accurate and secure, and support the ethical usage of AI throughout the entire applicable Salesforce platform.
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
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