Salesforce update brings AI and Quip to customer service chat experience

When Salesforce.com">Salesforce introduced Einstein, its Salesforce-turns-its-attention-to-artificial-intelligence-with-Salesforce-einstein/">artificial intelligence platform in 2016, it was laying the ground work for artificial intelligence underpinnings across the platform. Since then the company has introduced a variety of AI enhancements to the Salesforce product family. Today, customer Service got some AI updates.

The goal of any customer Service interaction is to get the customer answers as quickly as possible. Many users opt to use chat over phone, and Salesforce">Salesforce has added some AI features to help customer Service agents get answers more quickly in the chat interface. (The company hinted that phone customer Service enhancements are coming.)

For starters, Salesforce is using machine learning to deliver article recommendations, response recommendations and next best actions to the agent in real time as they interact with customers. “With Einstein article recommendations, we can use machine learning on past cases and we can look at how articles were used to successfully solve similar cases in the past, and serve up the best article right in the console to help the agent with the case,” Martha Walchuk, senior director of product marketing for Salesforce Service Cloud explained.

Salesforce Service Console. Screenshot: Salesforce

The company is also using similar technology to provide response recommendations, which the agent can copy and paste into the chat to speed up the time to response. Before the interaction ends, the company can offer the next best action (which was announced last year) based on the conversation. For example, they could offer related information, an upsell recommendation or whatever type of action the customer defines.

Salesforce is also using machine learning to help route each person to the most appropriate customer Service rep. As Salesforce describes it, this feature uses machine learning to filter cases and route them to the right queue or agent automatically, based on defined criteria such as best qualified agent or past outcomes.

Finally, the company is embedding Quip, Salesforce-buys-word-processing-app-quip-for-750m/">the company it acquired in 2016 for $750 million, into the customer Service console to allow agents to communicate with one another to find answers to difficult problems. That not only helps solve the issues faster, the conversations themselves become part of the knowledge base, which Salesforce can draw upon to help teach the machine learning algorithms about the correct responses to commonly asked questions in the future.

As with the Oracle AI announcement this morning, this use of artificial intelligence in sales, Service and marketing is part of a much broader industry trend, as these companies try to inject intelligence into workflows to make them run more efficiently.

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