salesforce integration cleverly guide

Guide

A Guide to Working Cleverly on Salesforce

What's inside?

Cleverly is the AI-enabled solution that helps Customer Support teams be more efficient. This guide will walk you through all the steps you need to follow to make the best of Cleverly’s Salesforce integration.

 

Integrating with Salesforce will allow you to:

  • Categorize and prioritize cases with Triage;
  • Suggest procedures and replies to your agents with Assist;
  • Automatically handle simple and repetitive requests with Automations.

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