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Consumer Chatbot Technology

Consumer Chatbot Technology

The Reality Behind AI Chatbots and the Path to Autonomous AI In the rush to adopt the latest Consumer Chatbot Technology, it’s easy to overlook a fundamental reality: consumer chatbot technology isn’t ready for enterprise use—and it likely never will be. The reason is simple: AI assistants are only as effective as the data that powers them. Most large language models (LLMs) are trained on data from public websites, which lack the specific business and customer data that enterprises need. This means consumer bots can’t adequately assist employees in selling products, marketing merchandise, or improving productivity, as they lack the necessary personalization and business context. To achieve the vision of AI that goes beyond simple chatbots performing basic tasks—like drafting emails, essays, blogs, or graphics—to a more advanced role where AI acts autonomously and addresses business-critical needs, a different approach is needed. This vision involves AI taking action with minimal human intervention, using digital agents to identify and respond to these needs. At Salesforce, we are pursuing a clear path to AI that not only takes action but also automates routine tasks, all while adhering to established business rules, permissions, and context. Instead of relying solely on LLMs, which primarily focus on generating human-like text, future AI assistants will depend on large action models (LAMs) that integrate decision-making and action-taking capabilities. The Journey Toward AI Autonomy Our journey towards this vision began with the Salesforce Data Cloud, a robust data engine built on the Einstein 1 Platform. This platform integrates data from across the enterprise and third-party repositories, enabling companies to activate their data, automate workflows, personalize customer interactions, and develop smarter AI solutions. Recognizing the shift from generative AI to autonomous AI, Salesforce introduced Einstein Copilot, the industry’s first conversational, enterprise-class AI assistant. Integrated across the Salesforce ecosystem, Einstein Copilot utilizes an organization’s data, whether it’s behind a firewall or in an external data lake, to act as a reasoning engine. It interprets user intents, interacts with the most suitable AI model, solves problems, generates relevant content, and provides decision-making support. Expanding the Role of AI in Business Since its launch in February 2024, Salesforce has been expanding Einstein Copilot’s library of actions to meet specific business needs in sales, service, marketing, data analysis, and industries like ecommerce, financial services, healthcare, and education. These “actions” are akin to LEGO blocks—discrete tasks that can be assembled to achieve desired project outcomes. For example, a sales representative might use Einstein Copilot to generate a personalized close plan, gain insights into why a deal may not close, or review whether pricing was discussed in a recent call. Einstein Copilot then orchestrates these tasks, provides recommendations, and compiles everything into a detailed report. The ultimate goal is for AI not only to gather and organize information but also to take proactive action. Imagine a sales representative instructing their digital agent to set up meetings with top prospects in a specific territory. The AI could not only identify suitable contacts but also suggest meeting times, plan travel schedules, draft emails, and even create talking points—all of which it could execute autonomously with the representative’s approval. Tectonic dreams of the day AI is smart enough to interpret our search engine typos and produce the results for what we were actually looking for! The Future of AI Autonomy The possibilities for semi-autonomous or fully autonomous AI are vast. As we continue to develop and refine these technologies, the potential for AI to transform business processes and decision-making becomes increasingly tangible. At Salesforce, they are committed to leading this charge, ensuring that our AI solutions not only meet but exceed the expectations of enterprises worldwide. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. It will not happen overnight. The technology needs to advance, organizations and people have to be able to trust AI and be trained to use it in the right ways, and more work will need to be done to ensure the right balance between human involvement and AI autonomy. But with our continued investment in CRM, data, and trusted AI, we will achieve that vision before too long. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. Jayesh Govindarajan, Senior Vice President, Salesforce AI Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Trust Einstein Copilot for Tableau

Trust Einstein Copilot for Tableau

Are you prepared to utilize the capabilities of Einstein Copilot to expand your organization’s analytical advantages? This robust tool facilitates data exploration, insights generation, and visualization development at an unprecedented pace. However, before immersing yourself in its capabilities, it’s crucial to grasp how Einstein Copilot upholds Tableau and Salesforce’s core value: Trust. Let’s discover how the Einstein Trust Layer safeguards your data, ensures result accuracy, and facilitates auditing, addressing common questions and concerns raised by our customers.Trust Einstein Copilot for Tableau. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can increase data privacy by producing non-traceable data for analysis.  Fulfilling the promise of generative AI, Einstein Copilot for Tableau presents an efficient, insightful, and ethical approach to data analytics. Think of it as an intelligent assistant integrated into the Tableau suite of products to make everyone successful in their analysis workflow—whether they’re an experienced data analyst or a data explorer. As your intelligent analytics AI assistant, Einstein Copilot for Tableau guides you through the process of creating data visualizations in Tableau by assisting you with recommended questions, conversational data exploration, guided calculation creation, and more. Understanding the Einstein Trust Layer The Einstein Trust Layer constitutes a secure AI architecture embedded within the Salesforce platform. Comprising agreements, security technology, and data privacy controls, it ensures the safety of your data while exploring generative AI solutions. Built upon the Einstein Trust Layer, Einstein Copilot for Tableau and other Tableau AI features inherit its security, governance, and Trust capabilities. The Einstein Trust Layer is a secure AI architecture, built into the Salesforce platform. It is a set of agreements, security technology, and data and privacy controls used to keep your company safe while you explore generative AI solutions. Tableau has been on the journey to help people see and understand their data for over two decades. Thanks to data analysts, this mission has been a success and will continue to be a success. Data analysts are the backbone of organizations that champion data culture, capture business requirements, prep data, and create data content for end users. Data Access and Privacy Who Accesses Your Data? A primary concern among our customers revolves around data access. Rest assured, the Einstein Trust Layer enforces strict policies to safeguard your organization’s data. Third-party LLM providers, including Open AI and Azure Open AI, adhere to a zero data retention policy. This means that data sent to LLMs isn’t stored; once processed, both the prompt and response are promptly forgotten. Additionally, each Einstein Copilot for Tableau customer receives their own Data Cloud instance, securely storing prompts and responses for auditing purposes. Data Residency and Access Control Einstein Copilot for Tableau respects permissions, row-level security, and data policies within Tableau Cloud, ensuring that only authorized personnel within your organization access specific data. Whether using Einstein Copilot or not, data access is restricted based on organizational roles and permissions. Data Handling and Processing Data Sent Outside of Tableau Cloud Site Einstein Copilot for Tableau operates within the confines of your Tableau site, scanning connected data sources to create a summary context. This summarized data is sent to third-party LLM providers for vectorization, enabling accurate interpretation of user queries. Importantly, the zero data retention policy ensures that summarized data is forgotten post-vectorization. Personally Identifiable Information (PII) Data To enhance data privacy, Einstein Copilot for Tableau employs data masking for PII data. This technique replaces sensitive information with placeholder text, ensuring privacy without sacrificing context. While our detection models strive for accuracy, continuous evaluation and refinement are paramount to maintain trust. Result Trustworthiness Ensuring Safe and Accurate Results Einstein Copilot for Tableau employs Toxicity Confidence Scoring to identify harmful inputs and responses. By combining rule-based filters and AI models, potentially harmful content is filtered and flagged for review. Furthermore, accuracy benchmarks ensure that generated results align closely with human-authored ones, bolstering trust in the platform. Future Trust Enhancements Trust remains an ongoing focus for our teams. Initiatives such as a BYO LLM solution and improved disambiguation capabilities are underway to further enhance trustworthiness. Continuous feedback, testing, and iteration drive our efforts to maintain your trust in Einstein Copilot for Tableau and the Einstein Trust Layer. Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. Is Tableau replacing Einstein analytics? Einstein Analytics has a new name. Say hello to Tableau CRM. Everything about how it works stays the same, just with that snazzy new name. When Tableau joined the Salesforce family, we brought together analytics capabilities of incredible depth and power. What is the difference between Einstein analytics and Tableau? If you’re only planning on analyzing Salesforce data, Einstein Analytics would probably make the most sense for you. However, if you need to analyze information that is coming from all over the place, Tableau will give your users more options. Tableau GPT infuses automation in every part of analytics – from preparation to communicating

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Einstein Personalization and Copilots

Einstein Personalization and Copilots

Salesforce launched a suite of new generative AI products at Connections in Chicago, including new Einstein Copilots for marketers and merchants, and Einstein Personalization. Einstein Personalization and Copilots To gain insights into these products and Salesforce’s evolving architecture, Bobby Jania, CMO of Marketing Cloud was interviewed. Salesforce’s Evolving Architecture Salesforce has a knack for introducing new names for its platforms and products, sometimes causing confusion about whether something is entirely new or simply rebranded. Reporters sought clarification on the Einstein 1 platform and its relationship to Salesforce Data Cloud. “Data Cloud is built on the Einstein 1 platform,” Jania explained. “Einstein 1 encompasses the entire Salesforce platform, including products like Sales Cloud and Service Cloud, continuing the original multi-tenant cloud concept.” Data Cloud, developed natively on Einstein 1, was the first product built on Hyperforce, Salesforce’s new cloud infrastructure. “From the start, Data Cloud has been able to connect to and read anything within Sales Cloud, Service Cloud, etc. Additionally, it can now handle both structured and unstructured data.” This marks significant progress from a few years ago when Salesforce’s platform comprised various acquisitions (like ExactTarget) that didn’t seamlessly integrate. Previously, data had to be moved between products, often resulting in duplicates. Now, Data Cloud serves as the central repository, with applications like Tableau, Commerce Cloud, Service Cloud, and Marketing Cloud all accessing the same operational customer profile without duplicating data. Salesforce customers can also import their own datasets into Data Cloud. “We wanted a federated data model,” Jania said. “If you’re using Snowflake, for example, we virtually sit on your data lake, providing value by forming comprehensive operational customer profiles.” Understanding Einstein Copilot “Copilot means having an assistant within the tool you’re using, contextually aware of your tasks and assisting you at every step,” Jania said. For marketers, this could start with a campaign brief created with Copilot’s help, identifying an audience, and developing content. “Einstein Studio is exciting because customers can create actions for Copilot that we hadn’t even envisioned.” Contrary to previous reports, there is only one Copilot, Einstein Copilot, with various use cases like marketing, merchants, and shoppers. “We use these names for clarity, but there’s just one Copilot. You can build your own use cases in addition to the ones we provide.” Marketers will need time to adapt to Copilot. “Adoption takes time,” Jania acknowledged. “This Connections event offers extensive hands-on training to help people use Data Cloud and these tools, beyond just demonstrations.” What’s New with Einstein Personalization Einstein Personalization is a real-time decision engine designed to choose the next best action or offer for customers. “What’s new is that it now runs natively on Data Cloud,” Jania explained. While many decision engines require a separate dataset, Einstein Personalization evaluates a customer holistically and recommends actions directly within Service Cloud, Sales Cloud, or Marketing Cloud. Ensuring Trust Connections presentations emphasized that while public LLMs like ChatGPT can be applied to customer data, none of this data is retained by the LLMs. This isn’t just a matter of agreements; it involves the Einstein Trust Layer. “All data passing through an LLM runs through our gateway. Personally identifiable information, such as credit card numbers or email addresses, is stripped out. The LLMs do not store the output; Salesforce retains it for auditing. Any output that returns through our gateway is logged, checked for toxicity, and only then is PII reinserted into the response. These measures ensure data safety beyond mere handshakes,” Jania said. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Growing Family of Einstein Copilots

Growing Family of Einstein Copilots

Salesforce made several announcements this month, regarding the Growing Family of Einstein Copilots. By unveiling AI-powered Einstein Copilots for marketing and merchants. These new Copilots build on the previously announced Copilots for retailers and shoppers and are integrated into the Einstein 1 platform. They can communicate with each other, effectively bridging marketing and commerce, and have full access to Salesforce Data Cloud. “Welcome to the AI enterprise,” said Ariel Kelman, Salesforce President and CMO, during his keynote at Salesforce Connections in Chicago. Kelman outlined four waves of AI: Predictive (e.g., lead scoring), Generative, Autonomous, and AI General Intelligence. “We are starting to enter the third wave,” he stated, where AI will begin to take actions independently. Copilots are a step in that direction, although for now, a human remains in control. The Path to the AI Enterprise Kelman described five steps towards creating an AI enterprise: Regarding the last point, new Slack AI tools were demonstrated for summarizing interactions and importing actionable data from Data Cloud into Slack. The strategy for Einstein Copilots aims to empower business users in marketing, commerce, and other functions to execute complex tasks, such as creating personalized customer journeys, using natural language prompts. Einstein Copilots for Marketing and Merchants The marketing Copilot can generate marketing briefs and content, and create email campaigns. Through Data Cloud, it can ingest and execute a brand’s datasets, including customer data from repositories like AWS, Snowflake, and Databricks. By automating routine tasks and time-consuming projects like data connection and analysis, the Copilot aims to free up marketers to engage more thoughtfully with their audiences. The commerce Copilot, part of Salesforce’s commerce offerings, responds to natural language prompts to create online storefronts, improve product discoverability, write product descriptions, and make product recommendations. Other Announcements Availability Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Einstein Generative AI Added to Service Cloud

Einstein Generative AI Added to Service Cloud

Salesforce to Enhance Service Cloud with New AI Tools and Broaden Automated Customer Conversations Salesforce is set to roll out more Einstein 1 generative AI tools for Service Cloud users in June and October. But the big news? More places to deploy automated customer conversations are on the way. Unified Conversations for WhatsApp and Line Yesterday, Salesforce unveiled Unified Conversations for WhatsApp. This feature automates bot responses to customer queries related to targeted marketing messages on the popular messaging app. And that’s not all—later this year, Salesforce plans to support Line, the widely used messaging app in Japan. These services leverage Salesforce’s Einstein 1 generative AI platform. The bots aggregate structured and unstructured CRM, product, service, and other data via Salesforce Data Cloud to generate personalized responses. The new features allow these conversations to be routed to the channels where a Salesforce user’s customers are most active online. Expanding Channel Support Salesforce also plans to introduce a “bring your own channel” connector to support digital channels not natively covered by the platform. Think TikTok, Discord, and South Korea’s KakaoTalk, said Ryan Nichols, chief product officer for Salesforce Service Cloud. “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just do a great job of delivering customer service, but actually growing your business,” Nichols explained. Conversation Mining and Revenue Opportunities Salesforce Einstein Conversation Mining, currently in beta, aggregates conversations across customer channels to surface insights on the topics where customers need help. The goal is to turn inbound customer service from a cost center into a revenue center—a dream that speakers and vendors at conferences like Dreamforce and ICMI have been floating for years. Traditionally, performance metrics such as time-to-answer and hold-time reduction have pushed agents to minimize call durations. However, the integration of generative AI could transform this dynamic. Constellation Research analyst Liz Miller, who has previously been skeptical, now sees generative AI as a potential game-changer. Armed with data, bots, and their copilot counterparts, agents could save time and access the right information to up-sell customers during service engagements. Nichols hinted that Salesforce is working on up-sell automation features for contact center service bots, which might be unveiled later this year. A Leap Forward for Contact Centers Copilot-type technologies for contact centers could be the breakthrough needed to enable human agents to generate revenue during service interactions. “Contact center leaders have been trying to etch out a space of strategic importance for themselves in the business that isn’t just ‘how do we get angry people off the phone?’” Miller said. Einstein Generative AI Added to Service Cloud Generative AI tools can eliminate the mundane, repetitive tasks that consume much of contact center agents’ time. Miller added, “If they no longer had to summarize the call, and they could actually go to the next call? [Generating revenue] sounds really big, and it sounds really ridiculous, but if we took all the garbage off of these people’s plates that no one wants to do, we give them an awful lot of time to actually be better mouthpieces for their organizations.” In short, Salesforce is gearing up to transform customer service into a more efficient, revenue-generating machine with a little help from generative AI. And who knows, maybe your next customer service bot will be better at upselling you than your favorite barista. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Service Cloud Digital Engagement

Service Cloud Digital Engagement

Salesforce Enhances Service Cloud Digital Engagement for Unified Customer Interactions Salesforce has unveiled new enhancements to Service Cloud Digital Engagement, aimed at unifying unstructured conversational data from various digital channels, departments, and devices within a single platform. Built on the Einstein 1 Platform, these enhancements enable service leaders to gain a more holistic view of customers, enhancing the value delivered in every interaction. Importance of Enhancements Detailed Enhancements Service Cloud Digital Engagement is designed to deliver seamless, personalized conversational experiences across channels at scale. By connecting to Salesforce Data Cloud, which unifies structured and unstructured enterprise and customer data, companies can engage in more meaningful conversations. Key enhancements include: With Service Cloud built on the Einstein 1 Platform, companies can integrate sales, service, and marketing data into one platform, facilitating more relevant customer experiences and driving business growth. Salesforce’s Perspective Kishan Chetan, EVP & GM of Service Cloud, commented, “As customers interact with companies across more touch points and channels, they are looking for more personalization and a higher-touch experience. With Service Cloud built on the Einstein 1 Platform, companies can bring in sales, service, and marketing data on one platform to deliver more relevant customer experiences and drive business growth.” Customer Reactions Olivia Boles, Director of Operations Projects at PenFed, said, “Being able to see all the communication — chat transcripts, emails, phone calls — on the member’s profile page has totally transformed the agent and member experiences.” Availability Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Generative AI and Service Cloud

Generative AI and Service Cloud

Salesforce Service Cloud users are set to receive more Einstein 1 generative AI tools in June and October. A key development is the expansion of automated customer conversations across more sales and marketing platforms. Generative AI and Service Cloud family of tools is growing. This insight aims to uncover the numerous use cases of generative AI in the modern contact center. We’ll help you understand how generative AI can fast track your contact center’s efficiency, improve data analysis capabilities, streamline QA and coaching processes, and make customers’ experiences better. Today, Salesforce launched Unified Conversations for WhatsApp, which automates bot responses to customer inquiries related to targeted marketing messages on the popular messaging app. Additionally, Salesforce plans to extend support to Line, a messaging app popular in Japan, later this year. These services are built on Salesforce’s Einstein 1 generative AI platform. The platform’s bots aggregate structured and unstructured CRM, product, service, and other data through Salesforce Data Cloud to generate personalized responses. These new features enable conversations to be routed to the digital channels where a Salesforce user’s customers are the most active. And to move omnichannel as customers needs change. Salesforce is also introducing a “bring your own channel” connector to support digital channels not natively covered by the platform. Current examples might include TikTok, Discord, and South Korea’s KakaoTalk, according to Ryan Nichols, Chief Product Officer for Salesforce Service Cloud. Generative AI and Service Cloud “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just deliver excellent customer service, but also grow your business,” Nichols said. Salesforce Einstein Conversation Mining, a Service Cloud feature currently in beta, aggregates conversations across customer channels to surface insights on the topics customers need help with. This aims to turn inbound customer service from a cost center into a revenue center, a goal long pursued at conferences like Dreamforce and ICMI. This massive change drives more than revenue, it drives ROI. Performance metrics such as time-to-answer and hold-time reduction have traditionally pressured agents to minimize call duration to retain their jobs. Now Salesforce is going to help them. While some skeptics question if generative AI can achieve this ambitious goal, Constellation Research analyst Liz Miller suggests it might be possible. Having previously managed a contact center herself, Miller recognizes the transformative potential of generative AI. With the aid of data, bots, and copilot counterparts assisting humans, agents could save time and access the right information to upsell customers during service engagements. Here are some of the ways Generative AI will change customer service forever. 1. Monitor and Ensure Compliance Maintaining compliance is crucial for fostering customer trust, preserving a positive brand image, and avoiding hefty privacy and compliance fines. In a contact center, compliance mistakes can quickly escalate into costly lawsuits and revenue losses. Generative AI allows your compliance team to proactively manage compliance by quickly identifying trends and addressing issues in real time. Instead of waiting for a compliance issue to escalate, you can fine-tune your AI model to provide compliance insights whenever necessary. For instance, you can ask: This approach offers more comprehensive insights than scorecards, which often lack context and accuracy. Generative AI’s analytical capabilities provide actionable insights to improve compliance across your contact center. 2. Get Insights About Your Call Center Performance at a Glance Generative AI language models make it easier than ever to gain insights into your contact center’s performance. Simply ask the model for the information you need. For example, you can inquire about the real-time average handling time (AHT) by asking, “What is the average handling time today?” But that’s just the beginning. With an advanced language model, you can compare metrics across different quarters or generate ideas for coaching plans by asking for each agent‘s strengths and weaknesses and suggestions for improvement. 3. Automate Post-Call Work Generative AI assistants can act as real-time notetakers, summarizing 100% of calls and freeing agents from manual note-taking. This automation makes after-call work effortless, generating comprehensive and compliant notes with a single click. 4. Capture Coachable Moments Easily Incorporating real-world coachable moments into your sessions is essential for tangible performance improvements. Generative AI can identify areas where agents typically struggle without requiring hours of call listening and note-checking. Traditional methods mean compromising on the specificity of coaching due to time constraints, especially when managing large teams. Generative AI solutions, however, enable call center managers to obtain detailed insights about each agent’s performance quickly. This allows for personalized coaching plans that address individual shortcomings efficiently. You can ask: 5. Improve Decision Making With Efficient Root-Cause Analysis Effective decision-making can transform your contact center. However, many managers struggle to identify the root causes of performance issues. Generative AI algorithms can analyze vast amounts of data and customer interactions, uncovering patterns and trends in customer and agent behavior. These insights help pinpoint the issues most impacting performance and customer satisfaction, allowing you to make informed decisions. The process is nearly fully automated, freeing your team from time-consuming data collection tasks. 6. Reduce Manual Work and Focus on Improvement Improving contact center performance requires extensive data, which is resource-intensive to collect manually. Generative AI simplifies this by analyzing customer interactions and providing actionable insights on demand. This saves time and money, allowing you to focus on improvements that deliver a higher ROI. 7. Scale What Works Discovering and scaling best practices is essential for team-wide success. Generative AI and Natural Language Processing (NLP) models can analyze customer interactions to identify effective strategies and coaching opportunities. For example, if a representative handles challenging situations well, AI can generate tips for other team members based on these successful interactions. Generative AI can identify top-performing agents and analyze their calls to extract best practices, providing a more comprehensive approach than focusing on a single agent. Queries you might use include: 8. Generate Agent Scripts Generative AI enables you to draft and fine-tune agent scripts for various customer interactions. Instead of relying

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Salesforce-Powered Nonprofit Events

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Unified Knowledge

Salesforce Unified Knowledge

Salesforce Introduces Unified Knowledge: Empowering Service Excellence with Integrated Organizational Insights Salesforce has unveiled Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from diverse third-party systems directly into Salesforce. This innovation aims to enhance the efficiency of service agents, enabling them to resolve customer cases more swiftly and effectively. Unified Knowledge, coupled with customer data from Salesforce Data Cloud, leverages this aggregated knowledge to generate precise and personalized AI-driven content. This capability ensures faster and more tailored customer experiences. Why It Matters In today’s service landscape, 79% of organizations are investing in AI to bolster their support capabilities. However, 76% of executives face challenges in scaling AI effectively due to fragmented systems and isolated data sources. Enhancing Service with AI: Einstein for Service Built on the Einstein Trust Layer, Einstein for Service harnesses AI to elevate service team productivity and enhance customer experiences. Historically, this capability has relied on structured and unstructured customer data within Data Cloud. Unified Knowledge: Integrating Comprehensive Data Sources Unified Knowledge enriches AI models by incorporating Salesforce knowledge articles and information from external platforms such as SharePoint, Confluence, Google Drive, and corporate websites. This holistic data foundation empowers Einstein for Service with robust generative AI capabilities, ensuring agents and AI assistants deliver timely and accurate solutions. Strategic Partnership with Zoomin Powered by a strategic collaboration with Zoomin, Unified Knowledge amplifies service capabilities through: Expansion Across Salesforce Ecosystem Unified Knowledge extends beyond Service Cloud to integrate seamlessly with Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud, ensuring comprehensive data utilization across various operational domains. Salesforce Perspective “In service, enhanced knowledge and context lead to superior outcomes for both agents and customers. Unified Knowledge complements Data Cloud’s customer insights by integrating external organizational data, facilitating widespread adoption of generative AI and enabling faster, more meaningful customer engagements.” – Kishan Chetan, EVP and GM, Service Cloud Customer Reaction “Unified Knowledge enables us to deliver proactive, predictive, and preventive service to our customers. By unifying our extensive resources through a single system, our agents can swiftly provide solutions, ensuring consistent service delivery and boosting organizational productivity.” – Dharam Rai, VP, Global Customer Success & Experience, Sonos Availability Unified Knowledge is available in open beta today for Salesforce customers using Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. Knowledge Answers in Bots will be generally available in June 2024, while Einstein Copilot for Mobile Workers and Search Answers are available now. This strategic initiative underscores Salesforce’s commitment to enhancing service excellence through integrated, AI-driven solutions that empower organizations to deliver exceptional customer experiences. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Generative AI Self-Service and Unified Knowledge

Generative AI Self-Service and Unified Knowledge

Salesforce Announces Unified Knowledge to Boost Service Efficiency and Customer Experience Salesforce has introduced Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from various third-party systems into Salesforce. This integration aims to enhance service agents’ efficiency and expedite customer case resolutions. By leveraging customer data in Salesforce Data Cloud, Unified Knowledge helps generate accurate and relevant AI-driven content, enabling faster and more personalized customer experiences. Generative AI Self-Service and Unified Knowledge. Key Importance Detailed Insights Built on the Einstein Trust Layer, Einstein for Service uses AI to boost service team productivity and customer experience. Traditionally, these AI capabilities have relied on unstructured and structured customer data within Data Cloud. Unified Knowledge enhances these AI models by incorporating Salesforce knowledge articles and resources from third-party platforms such as SharePoint, Confluence, Google Drive, and company websites. This robust data foundation empowers Einstein for Service and its generative AI capabilities to deliver precise answers to agents and AI assistants in real time. Generative AI Self-Service and Unified Knowledge Unified Knowledge, developed through a strategic partnership with Zoomin, offers several key capabilities: In addition to Service Cloud, Unified Knowledge integrates information into Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud. Salesforce’s Perspective Kishan Chetan, EVP and GM of Service Cloud, stated, “In service, more knowledge and more context translates to better answers for agents and customers. Agents and self-serve customers already benefit from a complete customer profile with information in Data Cloud. Now, with Unified Knowledge, they also have access to all external organizational data, creating a truly comprehensive foundation to fuel both the successful adoption of generative AI and the delivery of faster, more meaningful customer experiences.” Customer Reaction Dharam Rai, VP of Global Customer Success & Experience at Sonos, commented, “Unified Knowledge is helping us deliver proactive, predictive, and preventative service to our customers. We have over 500 agents educating our customers on different aspects of our products. Now, all our resources and data points can be unified through the same system quickly, enabling our agents to provide solutions faster. Every agent can deliver consistent and repeatable service to improve customer engagement and increase organizational productivity.” Availability Unified Knowledge is available today in open beta for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. Knowledge Answers in Bots will be generally available in June 2024, while Einstein Copilot for Mobile Workers and Search Answers are available now. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Slack Fuels Productivity

Slack Fuels Productivity

In today’s fast-paced marketing landscape, organizations are navigating a dynamic environment characterized by automation, advanced technology tools, and readily available data. These resources enable businesses to gain deeper insights into customer needs and engage with them effectively across various touchpoints. However, technological advancements, coupled with increasing acquisition costs, necessitate a reimagining of interactions both internally and with customers throughout the buyer journey. Slack Fuels Productivity of marketers worldwide. This insight addresses how. Enterprises leverage Slack to streamline their marketing efforts and accelerate time-to-market. By harnessing the power of Slack, Salesforce marketers enhance productivity and collaboration within their teams. According to Salesforce’s State of Marketing report, 90% of CMOs emphasize the importance of ongoing innovation to maintain competitiveness in the market. Slack empowers marketers in several ways: At Salesforce, marketing is a collaborative effort involving creative leads, field marketing managers, product marketers, and campaign specialists. From content creation to sales enablement and event planning, seamless cross-functional collaboration is essential for driving messaging and demand for the business. Slack serves as the intelligent productivity platform for unifying team members and accelerating work across the entire marketing organization. By leveraging automation and integrations, Salesforce marketers focus on strategic initiatives rather than daily tasks. Slack’s Workflow Builder enables teams to automate routine tasks, freeing up time for more impactful work. Moreover, channels in Slack serve as a central hub for aligning marketing teams, facilitating brainstorming, decision-making, and collaboration. Slack Fuels Productivity by connecting the teams and the processes. Slack’s upcoming AI features, including channel recaps and search answers, will further empower teams to make informed decisions efficiently. By centralizing knowledge and facilitating communication, Slack plays a pivotal role in driving alignment, improving productivity, and fostering stronger partnerships within the marketing ecosystem. Slack revolutionizes marketing operations by providing a platform for seamless collaboration, automation, and knowledge sharing. Salesforce’s use of Slack exemplifies how organizations can leverage intelligent productivity tools to stay agile, drive innovation, and achieve marketing success in today’s competitive landscape. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Mobile Summer 24 Release Notes

Salesforce Mobile Summer 24 Release Notes

Configure offline landing pages without code using Mobile Builder for Salesforce Mobile App, which is now generally available. Improve your Mobile Publisher app with new security features and prepare your app for new notification and device operating system requirements. Submit the required Firebase information for push notifications on Android mobile connected apps. Salesforce Mobile Summer 24 Release Notes. Salesforce Mobile Summer 24 Release Notes Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Summer 24 Salesforce Data Cloud Release Notes

Summer 24 Salesforce Data Cloud Release Notes

Ingest, harmonize, unify, and analyze streaming and batch data with Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond. Summer 24 Salesforce Data Cloud Release Notes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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