Coveo - AI-Powered Search & Recommendations for Salesforce
Coveo for Salesforce transforms your Salesforce experience with AI-powered search, recommendations, and generative answering. Designed for organizations looking to streamline operations, deliver exceptional customer service, and provide seamless, personalized experiences, Coveo delivers value at every digital touchpoint. AI-Powered Search & Generative Answering ➡ Equip agents with AI-powered tools that unify content from various sources, delivering real-time, contextual information without the need for content migration. ➡ With generative answering, agents spend less time searching and more time engaging with customers, improving first contact resolutions and overall satisfaction. Machine Learning ➡ Coveo identifies relevant keywords in large blocks of text using Intelligent Term Detection to provide contextual content recommendations. ➡ Coveo uses smart context to automatically boost or filter content with matching product metadata. Insight Panel and User Actions ➡ Coveo uses Automatic Relevance Tuning (ART) to automatically boost relevant results based on previous interactions.
Top keywords
- coveo5×3.65%
- content4×2.92%
- ai-powered3×2.19%
- answering3×2.19%
- generative3×2.19%
- generative answering3×2.19%
- agents2×1.46%
- ai-powered search2×1.46%
- automatically2×1.46%
- automatically boost2×1.46%
- boost2×1.46%
- contextual2×1.46%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
