Salesforce Agent for Service Managers
Help service managers automate order tracking, appointment scheduling, and operational updates directly in Salesforce. Customers always know their order or service status without needing to call or email, which allows managers to reduce manual oversight, increase transparency, and improve overall service efficiency.
How Salesforce Agent works
Salesforce에 연결
Securely connect your Salesforce account to the agent.
에이전트 교육
Salesforce 문서, 링크, Q&A 및 기타 자료를 추가하여 정확한 답변을 얻으세요.
에이전트가 당신을 위해 일하도록 하세요
에이전트가 리드, 사례, 업데이트 및 일일 Salesforce 작업을 관리합니다.
Streamline operations with an AI-powered Salesforce Agent for service management
Order tracking and customer updates
Provide customers with instant access to order status, returns, and service updates. The agent pulls information directly from Salesforce, ensuring accuracy. This reduces inbound inquiries and keeps customers informed.
Appointment scheduling
Automate bookings, reschedules, and cancellations with Salesforce sync. Customers see availability instantly while managers keep schedules accurate. This eliminates double-bookings and manual errors.
Operational efficiency
Automatically handle repetitive service requests while logging all information in Salesforce. Managers gain visibility into operations without the need for constant oversight.
