Certinia Customer Success Agent
The Certinia Customer Success AI agent automates critical CSM tasks so your team can focus on high-value work. It’s built on three key pillars to help your team be more productive. Summarization & Content Generation - Automatically turn customer data into insights - Synthesize case notes and past interactions into a single, concise summary - Draft communications for your team including emails, status updates, and content for executive briefings Task Management - Create actionable tasks from customer data - Turn information into a clear to-do list - Ensure CSMs are always focused on the most important next steps Playbook Management - Update playbooks to keep your team on track - Modify playbook details like status and dates - Ensure standardized processes reflect your most effective strategies
Top keywords
- team4×3.17%
- customer3×2.38%
- content2×1.59%
- customer data2×1.59%
- data2×1.59%
- ensure2×1.59%
- management2×1.59%
- playbook2×1.59%
- status2×1.59%
- tasks2×1.59%
- turn2×1.59%
SMS-Magic | Business Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
Top keywords
- cloud3×1.80%
- supports3×1.80%
- automated2×1.20%
- bring2×1.20%
- bring your own2×1.20%
- com2×1.20%
- experience2×1.20%
- experience cloud2×1.20%
