Salesforce Service Copilot

Salesforce Service Copilot streamlines case resolution by providing AI-driven insights, automating responses, and enhancing support efficiency.

About the Agent

Salesforce Service Copilot is an AI-powered assistant designed to enhance customer support efficiency within the Salesforce Service Console. It provides a comprehensive case summary, retrieves historical case details and customer interactions, and suggests actionable next steps to streamline the resolution process. By minimizing manual effort, it enables support agents to focus on delivering high-quality service while ensuring faster case closures.

The copilot leverages AI to search the knowledge base for relevant solutions, generate accurate response drafts, and even create new knowledge articles when needed. This ensures consistent support quality while reducing operational workload. With instant, data-driven assistance, Salesforce Service Copilot significantly improves case resolution accuracy, optimizes workflow automation, and enhances the overall customer experience.

To maintain accuracy and relevance, Salesforce Service Copilot incorporates human feedback into its learning loop. Support agents can review AI-generated responses, provide corrections, and flag inaccuracies to refine the assistant’s recommendations over time. This iterative improvement process ensures that the copilot aligns with evolving business needs, enhances response precision, and continuously improves customer interactions.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Salesforce Service Copilot:

Case Details

  • Case Number: 00001047
  • Subject: Intermittent Connectivity Issues with Project Catalyst - Blocking Progress on Alpha Project
  • Status: In Progress
  • Priority: High
  • Created Date: 2025-01-08
  • Last Modified Date: 2025-01-08

Description

Subject: Urgent - Project Catalyst Connection Problems - Alpha Project Blocked

Dear Innovate Solutions Support Team,

We are experiencing significant intermittent connection issues with Project Catalyst this morning. Several of our project team members (at least 5) are getting randomly disconnected while using the software. They are seeing messages indicating a loss of connection, and it's disrupting their workflow incredibly significantly. This started happening around 10:30 AM PST. We've checked our internet connection, and it seems stable as we can access other online tools, including our internal project management system and shared drives, without any problems. This seems to be definitely isolated to Project Catalyst. Could you please investigate this as a matter of absolute urgency? We have critical deadlines approaching for the Alpha Project, and this is severely impacting our ability to meet them.

Please let me know what information you need from our end. We are using the latest version of Chrome on Windows 10, if that helps.

Sincerely,
Robert Miller
Project Manager
Global Innovations Corp.


Case Feed

2023-10-27 11:15 AM PST - Emily Carter (Support Agent - Tier 1)

  • Received email from Robert Miller regarding intermittent connectivity issues with Project Catalyst.
  • Confirmed account details and verified Standard Support entitlement.
  • Logged initial description from customer’s email, highlighting urgency.
  • Replied within 5 minutes, requesting clarification on affected users and their locations.
  • Asked for OS and browser versions (confirmed Windows 10 & Chrome).
  • Provided a knowledge base article (KB00098) on troubleshooting network issues.

2023-10-27 11:45 AM PST - Emily Carter (Support Agent - Tier 1)

  • Robert confirmed basic troubleshooting did not resolve the issue.
  • Requested a screenshot of the exact error message and timestamps.
  • Screenshot showed: "Connection to Project Catalyst Server Lost. Attempting to Reconnect..." (Error Code: CS-102)
  • Noted issue might be related to server-side interruptions.

2023-10-27 12:15 PM PST - Emily Carter (Support Agent - Tier 1)

  • Attempted to replicate the issue in a test environment but was unable to reproduce it.
  • Checked the system status dashboard and found a spike in HTTP 503 errors and timeouts for the affected region.

Escalation to Level 2 Support

David Chen (Level 2 Support Engineer)

  • Identified a temporary overload on the primary database server due to an automated data sync job.
  • Implemented a fix by terminating the runaway job and rerouting connections to a secondary database server.
  • Monitored system metrics and confirmed error rates dropped significantly.

Final Updates

  • Emily Carter: Called Robert, explained the cause and resolution.
  • Robert: Confirmed issue is resolved, team is working without further interruptions.
  • Level 2 will conduct a Root Cause Analysis (RCA) to prevent future occurrences.
  • Case Status: Resolved.

Next Steps

  • Level 2 Support to analyze the automated data sync job’s resource consumption.
  • Optimize queries, adjust scheduling, and enhance monitoring for proactive issue detection.
  • Update internal documentation on error code CS-102.

Query Data

  • User Question: Give me a list of cases that are not closed.
  • Action: CASE_CHAT

User Query Input

Query: Give me a list of cases that are not closed.

Deliverable Example

Sample output delivered by the Salesforce Service Copilot:

Chatbot Response for Open Cases

User Query: Give me a list of cases that are not closed.

Response:

Here are the currently open cases:

Case Number Subject Priority Status
00001048 Login Failure for Admin Users High In Progress
00001049 Payment Processing Delay Medium New

For more details on a specific case, please provide the case number.
If you would like to update or escalate a case, let us know how we can assist.

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