Salesforce Unified Knowledge for Helping Service Agents

New Salesforce Unified Knowledge for Service Agents

Salesforce Unified Knowledge, a new Release from Salesforce that brings organizational knowledge resources from diverse third-party systems into Salesforce, allowing support agents to be more efficient and answer client situations faster.

When paired with clients’ data from Salesforce Data Cloud, this aggregated knowledge aids in creating accurate and relevant generative AI content for support agents, enabling them to deliver faster, more personalized customer experiences.

Einstein for Service, a component of Salesforce Service Cloud, employs artificial intelligence to furnish timely information to service workers handling client inquiries. Thus far, data from the Data Cloud has served as the source of this information. Salesforce Unified Knowledge integrates data from various sources, including SharePoint, Confluence, Google Drive, and brand websites.

While 79% of service firms are investing in AI to assist their agents, 76% of executives find it challenging to successfully implement AI, primarily due to fragmented systems and data silos.

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Salesforce Unified Knowledge supplements, these AI models with Salesforce knowledge articles and resources from third-party sources such as SharePoint, Confluence, Google Drive, and company web pages.

This comprehensive data foundation serves as the foundation for Einstein for Service’s generative AI capabilities, allowing agents and AI assistants to receive the appropriate responses at the right time.

Knowledge Answer in Bots: Automatically produce responses to consumer inquiries via a bot using a company’s whole internal and external knowledge base. Retail consumers, for example, can utilize bots to obtain knowledge and produce responses to questions that require information from third-party sources, such as manufacturer-provided clothes care instructions.

Copilot for Mobile Workers: With Einstein Copilot and Unified Knowledge, mobile workers may ask questions and receive a quick response based on the entire organization’s knowledge. For example, if a technician is having difficulty installing a dishwasher, they can communicate with Copilot to solve the problem in real-time.

Search Answers: Generate answers for both agent and customer inquiries based on a company’s trusted knowledge base and display them directly in a customer portal or agent console. With this feature, a banking customer can search for and obtain step-by-step instructions from different knowledge articles to resolve difficulties like canceling a credit card or requesting a credit boost without the need for agent assistance.

Salesforce Perspective

In today’s service landscape, having access to comprehensive knowledge and context is key to achieving optimal outcomes for both agents and consumers. By leveraging the power of the Data Cloud, agents, and self-service clients already benefit from a rich understanding of customer profiles.

Now, with the introduction of Salesforce Unified Knowledge, access to external organizational data further enriches this understanding. This holistic approach provides a solid foundation for leveraging generative AI effectively and facilitating faster, more impactful customer interactions. – Kishan Chetan, EVP and GM of Service Cloud.

Availability

• Unified Knowledge is now free in open beta for Salesforce users who have Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On.
• Knowledge Answers in Bots will become broadly available in June 2024, whereas Einstein Copilot for Mobile Workers and Search Answers are available now.

Final Verdicts

This is it guys! We cover all the upcoming features of this new update Salesforce Unified Knowledge. You will get the complete info, for more updates related to Salesforce follow us at CloudMetic.

Note: sales@cloudmetic.com. We are a top-rated Salesforce certified consultant and Salesforce service provider with a 5-star rating on Appexchange

New Salesforce Unified Knowledge for Service Agents

Discover What’s New

Salesforce Perspective

Availability

Final Verdicts

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