AI Search & Generative Answering for your Salesforce ecosystem
Amplify your Salesforce Ecosystem with AI Search & Generative Answering
Smarter experiences from start to finish
Index content from any source, add easy-to-use lightning components to your Salesforce workspace, and start getting the most useful content and resource recommendations for every step of the customer journey.
With AI-powered insights, get to the heart of what your customers need while maximizing agent productivity, boosting case deflection and self-service, and improving sales conversions.
Give your agents the context they need to understand customer issues and solve them faster. With the Coveo Insight Panel, agents can:
- Find documents to attach to their case
- Access rich insights about customer actions
- View resources from multiple sources
Leverage Coveo’s AI Search, Recommendations, Personalization and Generative Answering to enhance every Salesforce interaction. With Lightning-ready components and easy-to-configure machine learning models, Coveo integrates deeply into Salesforce to amplify your CRM’s capabilities.
- Intelligent search & recommendations
Automatically deliver relevant answers, content, and products by using context from Salesforce interactions and beyond, enhancing content discovery with AI-driven insights. - Cross-cloud & cross-channel insights
Unify search and interaction data from all your channels into one view. Coveo connects the dots across customer journeys, providing actionable insights for a truly omnichannel experience. - Unified content discovery
Make content from Salesforce and any external sources accessible across your Salesforce experiences, breaking down silos and enabling customers and agents to easily find the most relevant information.
Capture behavioural patterns, and stitch together buyer data and information from your B2B ecommerce catalog to optimize every single ecommerce journey. With Coveo for Salesforce, you can:
- Tailor product recommendations
- Rank search results intelligently
- Personalize content to each individual
Serve up the right collateral at each stage in the sales cycle, so that your teams have what they need to accelerate the process and close the deal. With Coveo Usage Analytics, Sales Operations can understand which content the field finds most useful, identify gaps, and further optimize their strategy.
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The #1 question that was a case for probably 5 years is no longer a problem – because it’s really easy to self-serve and get an answer quickly.
