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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts

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From past conversations with Sita about service, Maria remembers that today’s customers live in an instant, mobile, web-driven world. They expect one-to-one service—immediately. If customers don’t get a swift response, they might think less of a brand like Ursa Major Solar. They may even take their business elsewhere.

Luckily, one of the benefits of chatbots is speed. Maria shares that and these additional chatbot benefits with Sita, to give her a better understanding of the technology.

Benefit Description
Quick case deflection Chatbots can immediately answer specific questions for customers to make them happier. Consequently, fewer cases get logged for support agents to resolve.
Reduced wait times Customers spend less time waiting “in the queue.” They get answers to common questions immediately in a chat window instead of waiting for an email, phone call, or response from another channel.
Saved time for agents Since chatbots can deflect easy cases, agents can devote more time to complex issues that require creativity or teamwork.
Efficient redirects for customer inquiries Bots can instantly welcome customers with a branded greeting in a chat window and direct them to resources they need fast.
Intelligent responses through NLU When bots are connected to NLU technologies, they can learn how to respond to customers appropriately and let agents do more complex work.

These benefits sound great to Sita. As CEO, she sees chatbots supporting her vision of a new service model for her company: Customers can reach out to her team and receive immediate responses that build loyal relationships and drive future sales. Sita asks Maria to investigate the planning process for chatbots.