Slaesforce FAQ

what are salesforce conversations

by Dr. Meggie Wuckert DVM Published 3 years ago Updated 2 years ago
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Salesforce Conversational Service - Salesforce.com Provide personalized phone support for your customers. Start instantly Empower agents with conversational messaging from one platform. Get set up in minutes. Respond to customers today. Start helping customers now, not days or weeks from now, with a fast and easy, step-by-step setup.

Salesforce Chat (formerly “Salesforce Live Agent”) is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users. We have all seen the little 'chat to an agent' buttons on company websites, usually when trying to find a way to contact a support team.Oct 4, 2021

Full Answer

How can small businesses use Salesforce chat?

Real-time chat conversations from website or help center-Small businesses can add a Salesforce chat widget to their website, and have the chat routed to an employee who can maintain multiple chat conversations from Salesforce.

What's new in Salesforce essentials for small business?

Salesforce Adds New Conversation Channels to Salesforce Essentials, Giving Small Businesses Personalized Ways to Interact with Customers July 24, 2019 With Salesforce Essentials, small businesses can easily adopt the world's #1 CRM platform-- designed to scale and grow with them

What are Career Conversations?

In a nutshell, career conversations are just that, conversations. The pressure is off—it’s not about you knowing the future and having all the answers. It’s about asking the right questions.

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Who uses Salesforce chat?

Companies using Salesforce Chatter for Collaboration include: AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA Corporation, a United States based Healthcare organisation with 72226 employees and revenues of $174.27 billion, Barclays ...

How do I chat with someone in Salesforce?

Required Editions Open a person's profile by clicking their name anywhere in Chatter, and then click Send a message. Click Send a message on a person's hover. When viewing the full message history of a conversation, use the text box under the most recent message to send a reply.

Does Salesforce have livechat?

Salesforce Live Chat is an embeddable live chat support optimal for businesses with a limited support team. The system can be embedded in your applications or website, which enables your prospects and customers to communicate with your business on the web while currently on your app or site.

What is chat deployment in Salesforce?

A deployment is a place on your company's website that's enabled for Chat. Create deployments to implement Chat and control its functionality on your website.

How many chats can an agent handle at once?

An agent without prior chat experience can take only 1-2 active chats simultaneously, while an experienced agent can easily take 4-6 chats. If all your agents are new to chat you may need to lower the number of simultaneous chats they are expected to take.

How do I respond to a chatter in Salesforce?

When you receive certain email notifications, you can conveniently perform some actions by replying directly from your email. You can reply to the types of email that are listed in the table, or any notification from [email protected] .

What is the difference between live agent and Omni-Channel?

You create a chat button that uses the routing option Omni-Channel Queues or Omni-Channel Skills....Required Editions.Live Agent Routing (Salesforce Classic only)Omni-Channel RoutingReports and data for chats are separate from Omni-Channel data.Chat data is included in Agent Work reports in addition to Chat reports.15 more rows

Does Salesforce have instant messaging?

JabberJaw is a free instant messaging app, built entirely on Salesforce. Best used in the utility bar, JabberJaw allows quick and easy collaboration between users and a wealth of additional features!

How do I enable live chat in Salesforce?

Get started with Chat by enabling it for your Salesforce org....Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.

How do I set up chat in Salesforce?

Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.

What is pre chat form salesforce?

Use Pre-Chat to Gather Visitor Information and Set Context for the Agent. Use pre-chat forms in to collect information from visitors and customize their pre-chat experience. A pre-chat form can gather information, such as a customer's name, email address, and reason for contacting customer support.

What is a Salesforce agent?

What is a Salesforce Live Agent? Salesforce Live Agent is a native tool of Salesforce, enabling businesses for real-time communication with their website users. Each one of us might have come across chat buttons while surfing the websites of different companies.

What is Salesforce CRM?

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.

When did Salesforce Essentials launch?

Since launching in November 2017 , Salesforce Essentials has quickly become the go-to solution for small businesses to scale and grow their business. Here’s how a few companies are using Salesforce Essentials:

New conversation channels in the latest Essentials release to further personalize the customer service experience

Although my desk at the Salesforce Tower might seem far removed from the kitchen table where I worked as an entrepreneur, small businesses continue to be the heart and soul of everything I do.

Adding new conversation channels in Salesforce Essentials

A personalized customer service experience can mean the difference between a bad review and a happy, repeat customer. That’s why I’m so excited about the new conversation channels in our latest release.

Easy channel setup with walkthroughs and live help

While my wife and I ran our lunchbox company we didn’t have a lot of spare time. Between product design, manufacturing, marketing, and a dozen other things, we didn’t have time to struggle with difficult systems or learn complicated processes. That’s why my team and I want to make Essentials simple and easy.

Seamless conversations across social channels

Today’s customers increasingly reach out to businesses on Facebook and Instagram. But it’s challenging for them to track all of these conversations and make sure they answer every customer’s question. To address this, we’ve enabled real-time conversations via Facebook Messenger from within Salesforce.

Real-time chat conversations from website or help center

One of the things I discovered as a small business is that nothing beats a real-time conversation. Most customers want help immediately, not hours later. That’s why we enable small businesses to add a Salesforce chat widget to their website or help center, with capabilities that include having each new chat routed immediately to an employee.

Continuing innovation for small business success

Since launching Essentials in 2017, we’ve doubled-down on helping small businesses succeed with innovations ranging from online buying and check-out, guided set-up, and Essentials for Service, to in-app help and a team of dedicated coaches. So far the response has been great.

What Is Slack?

Slack is a messaging app for business, and so much more. It’s your company’s home for everyone and everything—your digital HQ.

Find and Access Conversations

In Slack, conversations happen in channels and direct messages (DMs). Channels are spaces where you can work with your coworkers on specific topics. DMs work well for one-off conversations that don't require an entire channel to weigh in. Watch the video to learn more.

Start a Conversation

Start a conversation with the right people by sending a message in a channel or a DM.

Work in Channels

In Slack, communication with your team about specific topics takes place in channels. When you work in channels, use mentions to get the attention of the right people, and emoji reactions to simplify communication.

Share Files

You can add files to any conversation to collaborate with your teammates more easily. Say you need to share a file with project info. By adding it to the channel dedicated to that project, the file and the messages about it stay together with the rest of the conversation.

Communicate Clearly

To add clarity to communication in Slack, you can format and edit your messages.

Drive growth with every conversation

Gathering the most relevant customer data from every interaction is easy with Einstein Conversation Insights. Now skilling up your team is a breeze. You’ll be able to:

Pricing

Complete your virtual selling solution with insights and automation in one place.

From Scripted Transactions to Personalized Interactions

It’s a whole new customer service world. Digital channels like chat, SMS, self-service sites, social media, and many more are on the rise, and growing. And that’s changing the role of the service agent.

The New Role of Customer Service Agents

Self-service: Many of the emerging digital channels (self-service portals, chatbots) don’t require an agent to man the interaction, or they enable an agent to handle multiple cases at once. And that’s a good thing.

Redefine Customer Service Representatives in a Digital World

We’ve looked at the impact of the multichannel digital channels on customer service agents. So how can you use these changes to refocus an agent’s attention on what can enable them to deliver even more amazing service?

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