Intelligent Automation Process in Salesforce for Customer Interactions Powered By Conversational AI

By combining Ushur’s AI-powered platform and your Salesforce instance, you can automate customer interactions and magically integrate them directly creating Salesforce workflow automation. Now you can dramatically improve your customer experience with Salesforce email automation, along with other high volume interactions, while reducing operational expenses.

Through our Salesforce automation, enterprises can automate two-
way communications across email, web, mobile and even documents
to enable straight-through processing of case or account updates,
support resolutions and sales enablement. Executing intelligent
process automation in Salesforce, you can streamline a number of
use cases including: account updates, support resolutions,
document upload, and email routing.

Salesforce Integration

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Salesforce Integration

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Intelligent Automation Process in Salesforce for Customer Interactions Powered By Conversational AI

By combining Ushur’s AI-powered platform and your Salesforce instance, you can automate customer interactions and magically integrate them directly creating Salesforce workflow automation. Now you can dramatically improve your customer experience with Salesforce email automation, along with other high volume interactions, while reducing operational expenses.

Through our Salesforce automation, enterprises can automate two-way communications across email, web, mobile and even documents to enable straight-through processing of case or account updates, support resolutions and sales enablement. Executing intelligent process automation in Salesforce, you can streamline a number of use cases including: account updates, support resolutions, document upload, and email routing.

Experience a Better
Automation Process in Salesforce:

With Salesforce and Ushur’s AI and NLP capabilities, you can simplify customer engagement across virtually any channel and intelligently automate manual, high-friction tasks like:

 

Triage Bulk Customer Email

Salesforce automated email response and routing
enables bulk inbound email processing. Classify the
intent and automatically route to the appropriate
teams, cutting queue times and freeing up resources.

Request Missing Info

When information is missing from an account, a case
or record, use the Ushur SFDC integration to
automatically engage with, and ask a customer for
missing account information via digital channels.

Extract Data

Automate extraction of critical information like account
number, date of birth, and level of service details from
emails and then populate directly into the appropriate
Salesforce case or record, saving valuable clerical
time, reducing errors and improving response time.

Document Upload

Salesforce document automation allows customers to
upload documents from anywhere and securely
stores all data for agents to easily retrieve at any time.

Benefits of Process Automation
with Salesforce

By automating Salesforce application processes, enterprises achieve faster customer response times and increased customer satisfaction. Salesforce's automated process intelligently triggers communication-based actions within the Ushur platform, even for custom objects, so high-volume customer emails, documents, and texts can be classified for routing to internal teams within Salesforce.

fast

Fast, Efficient Incident Workflows

Accelerate updating information without manual intervention

off-the-shelf

Off the shelf
or customizable

Allow for seamless customer conversation and backend integration

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Dashboards
and Analytics

Bring Customer Experience Automation™ into the Salesforce Ecosystem

SCHEDULE A DEMO TODAY

Interested in learning more about what Ushur can automate for your company?
Don't hesitate to reach out to us with any questions you may have.