With Einstein Voice Assistant, Sandra can talk to Salesforce using her smartphone while she’s driving back from the meeting and log notes. Normally, Sandra has to write or type notes and action items, which not only takes time but can get lost on her desk. It seems like she’s about to close the deal, but she just needs to ask one of her product managers a clarification on product functionality. Her Einstein Voice Assistant tells her about a meeting with a prospective customer, Sharper Fish, LLC. The Einstein Voice Assistant can tell Sandra every morning (in place of her lying in bed reading through email) what to prioritize and focus her attention on, so that instead of figuring it out herself, she can use that time to get out of the bed earlier, prepare for those meetings, and be ready for the day.įast-forward 3 hours. Every morning when she wakes up, she opens her email to prioritize the accounts, opportunities, and meetings most needing her attention for that day. Let’s look into the lens of Sandra-your senior account executive in the Southeast US Region. How can you give them an edge to close deals faster and hit those quotas? Your reps are busy showing off the product, shaking hands, and closing deals, but they’re still not hitting quotas. Let’s say you have a killer sales organization. Using Einstein Voice Assistant, you can enable anyone in your organization to talk to Salesforce. Einstein Voice is broken down into two buckets: enabling your organization (Einstein Voice Assistant), and enabling your customers (Einstein Voice Bots), with a smart assistant they can talk to. Make your purchase decisions only on the basis of generally available products and features.Įinstein Voice enables all users to talk to Salesforce from any device. We can’t guarantee general availability within any particular time frame or at all. Einstein Voice is subject to change and isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We provide Einstein Voice to selected customers through a pilot program that requires agreement to specific terms and conditions. If they don’t get a swift response, they can think less of a brand. Considering customers live in an instant, mobile, web-driven world, they expect one-to-one service-immediately. And if an Einstein Bot doesn’t have the answer at the moment, your customers can be instantly welcomed with a branded greeting in a chat window, directing them to the right agent to help them, fast. This results in more time for service agents to work on the complex, nuanced cases, and customers save time by getting their answer fast. With Einstein Bots you can create chatbots for your business to immediately answer specific, routine questions for customers like updating passwords or order status updates.
Say you’re an ecommerce business, and your service team gets loads of inquiries, through many different channels. Einstein Bots use Natural Language Processing (NLP) to provide instant help for customers by answering common questions or gathering the right information to handoff the conversation seamlessly to the right agent for more complex questions or cases.
Einstein BotsĮinstein Bots allow you to build a smart assistant into your "customers" favorite channels like chat, messaging or voice. Read on to dive into the platform products that allow you to build your own smart assistant. You can use point-and-click and programmatic functionality to build applications that predict anything surfaced through Salesforce.Īll of the Einstein Platform products incorporate one or several of the smart assistant components we told you about in unit 1. The Einstein Platform allows all admins and developers to build their own AI-powered assistants for a wide array of use cases. Fortunately, there are tons of ways to customize Salesforce, but what about customizing Salesforce Einstein? But we all know that Salesforce admins and developers customize their Salesforce instance for the unique ways that their business interacts with its customers. Like you learned in the last unit, we launched Einstein with out-of-the-box features to turn on in our Salesforce clouds. Explain how the Einstein Platform allows any admin or developer to build their own smart assistant.After completing this unit, you’ll be able to:
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