Learn more about our products by reading blog posts, white papers. View webinar recordings and register for upcoming webinars.
We have experience improving the employee and customer experience for a large range of verticals and organization sizes. Contact us to see how we can create a unified and valid view of your customers.
Learn how our customers create a unified and validated view of the customer.
This macro utilizes AI to summarize all related email messages for a customer case into a clear and concise bullet-point format.
By consolidating key details such as issues discussed, customer concerns, actions taken, and proposed next steps, it provides a complete overview of the case communications. The macro includes context from the case details (e.g., Case Number, Subject, Priority, Status, Customer Name, and Assigned Owner) and associated email exchanges (e.g., From, To, Subject, Body, and Sent Date).
When triggered upon any case update, such as the arrival of a new email, the summary is automatically refreshed to include the latest correspondence. This ensures that the case summary remains current and relevant, giving support teams an up-to-date view of ongoing communication. Designed for Salesforce, this macro can be executed manually, from list views, or integrated into automated workflows via Salesforce Flows. By providing an always up-to-date summary of email threads and case-related information, it saves time, enhances understanding, and ensures SLAs and customer satisfaction are consistently met. It is an essential tool for teams striving for efficient and proactive case management.
Generates a concise, 200-word summary of all related email messages for a customer case, highlighting key details such as issues, concerns, actions taken, and next steps, for quick and comprehensive case understanding.
