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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
Sample of data set required for Salesforce Service Copilot:
Case Details
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.
User Query Input
Query: Give me a list of cases that are not closed.
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.
Would you like further assistance?
Salesforce Service Copilot streamlines case resolution by providing AI-driven insights, automating responses, and enhancing support efficiency.
Automates and personalizes follow-up emails to customers, ensuring timely responses and enhanced customer satisfaction.
Sends order status update emails triggered by ERP updates, ensuring customers are informed about their orders.
Resolves customer queries by first utilizing its knowledge base, and if needed, retrieves relevant information from integrated tools to provide accurate answers.
Automatically assigns tickets raised by customers to support agents based on priority, issue type, or workload distribution.
Monitors the email inbox for customer queries, retrieves answers from the knowledge base, sends replies, or creates tickets for unresolved queries.