Case Summary using Salesforce Prompt Template
Field Generation Prompt Template Type can be used in Salesforce to Summarize the case record. In this Blog Post, I have used Case Subject and Case Comments to generate the ....
Tag: Salesforce Einstein GPT
Salesforce Work Summaries for Email
For Salesforce Work Summaries for Email, Einstein Email Summaries component should be added to the Lightning Record Page. Email-to-Case should also be enabled. Use the following steps for setting up ....
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge will help answering questions from the visitors based on the information from the relevant Knowledge articles. Note: This feature will work ....
Salesforce Draft Einstein Email
Using Salesforce "Draft Einstein Email", we can easily help our Service Agents or Reps to create personalized AI-generated email responses, grounded with our knowledge base. Setup: 1. Make sure Lightning ....
Conversation Catch-Up Supervisor Summaries for Salesforce Messaging for In-App and Web
Conversation Catch-Up Supervisor Summaries for Salesforce Messaging for In-App and Web allows Supervisors to catch up quickly when they receive alerts from the agents to assist on an ongoing Messaging ....
Salesforce Einstein Copilot Flow Action
Salesforce custom Copilot Actions allows us to develop for agents to do their work quickly. In this Blog Post, we are going to see how to utilize Salesforce Flow for ....
Salesforce Einstein Work Summaries setup for Messaging for In-App and Web
Salesforce Messaging Session Summaries should be enabled for setting up the Einstein Work Summaries for Messaging for In-App and Web. 1. Go to Einstein Work Summaries in Salesforce Setup. 2. ....
Conversation Catch-Up Agent Summaries for Salesforce Messaging for In-App and Web
Conversation Catch-Up Agent Summaries for Salesforce Messaging for In-App and Web allows agents to catch up quickly when they receive Messaging Sessions from another Agent or BOT. To enable Agent ....
Salesforce Einstein Work Summaries setup for Chat
Salesforce Einstein Work Summaries setup for Chat saves time by generating content from the Chat content. It saves the agents time in creating Chat Summary when the chat is ended. ....
Salesforce Service AI Knowledge Grounding
Salesforce Service AI Knowledge Grounding allows us to use our Knowledge Articles to add more additional context when using Einstein Email, Service Replies, etc features. In this Blog Post, Knowledge ....