Using the power of Einstein (Salesforce’s AI engine) and Agentforce (Saleforce’s AI Agent builder) you can add an AI agent to your StoreConnect site and increase support for your customers and users.
The benefits of using AI agents
Instead of spending time solving customer issues over the phone and using more precious human resources, an AI agent can support your customers on the frontline. If implemented well, an AI agent can:
Reduce the demand for high touch support
Answer common questions that might otherwise clog support channels
Provide product information where a sales rep might not be available
Give users the confidence to solve simple issues
Increase profits by reducing support demands through other channels
Also, everyone is using them, and you don’t want to be left behind.
Why use Salesforce’s AI agent tool?
You are already using Salesforce to manage your business, so why not extend your capability using a familiar platform that already knows a lot about how you work.
And because StoreConnect is built on Salesforce, we’re a gateway to using all your Salesforce information to automate and “agent-ify” your existing data.
Done right, an agent can fulfill the role of a sales rep and a support rep 24/7, in multiple languages, without you paying a cent in wages.
How do I train the AI agent?
Salesforce treats AI agents like any other Salesforce ‘user’. So it’s just like when you onboard a new user to Salesforce, and you provide them with training and permissions to access your store.
In this case, you need to provide the agent with training in the form of topics and actions, so it knows how to do a good job.
You can also set up permissions for the agent, to allow it to access and modify Salesforce data. For example, you might enable it to handle address or contact updates for your customers.
Before you set up an AI agent on StoreConnect
You’ll likely need the expertise of your Salesforce Admin (if you have one) to set up an agent. But no coding skills are required. You will also need:
A set of topics or content for feeding the agent information (we will show you how to set this up)
A defined role and set of actions that the agent can take when interacting with customers. E.g. allow the agent to update address records in Salesforce.
A light persona for the agent, to ensure they give customers on-brand and consistent answers
Brand colors and elements for styling the agent
Users ready to test the agent.