lecharles lozano
lecharles lozano
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TDX'23 - Demystifying Generative AI for CRM. Einstein GPT Game Changer. Reimagining Einstein Bots.
Article: lecharles.medium.com/tdx23-llms-or-the-beauty-of-large-language-models-in-enterprise-software-6af7e522ccf5
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Hey there trailblazers!
TDX is right next door. And it will be historic.
So I want to share 4 Einstein Bots-related sessions you cannot miss while you are here onsite or online.
We’re thrilled. And We’re reinventing how Generative AI will enhance CRM and customer experience and we couldn’t be more excited to share with you how our conversational-ai-platform Einstein Bots will be at the epicenter of this large-language-model era!
Come on in!
1. Discover how EinsteinGPT will change the game for customer experience and help companies shift to scale developing personalized responses and helping users faster.
2. Learn: how our Einstein bots platform empowers developers to build innovative conversational interfaces and experiences across any channel.
3. [And] Discover: how we’re demystifying Generative AI for CRM with our number 1 value TRUST at the forefront.
It will be awesome. Think about it?
[IF] Generative AI is for creators to fulfill their creative visions:
[THEN] Our creative vision at Einstein Bots is to:
1. Use AI to build the AI
2. Leveraging LLMs to enhance bot-admin’s experience iteratively with builder-assistance, co-pilots, and auto-pilots to create better, faster, and smarter Einstein Bots for their business and end-customers.
Переглядів: 176

Відео

[Spoiler Alert] Einstein Knowledge Bot Pilot for Service Slack App!
Переглядів 469Рік тому
Pilot, Not GA, Safe Harbor Applies: Einstein Knowledge Bot Pilot for Service Slack App in 4min30s.
Omni Flow Pilot - Teaser & Recap Scenarios
Переглядів 2263 роки тому
Salesforce Omnichannel Flows Pilot [Spoiler Alert] - Teaser & Recap Scenarios. It showcases a summary of the 3 stories put together where you’ll find simple examples allowing you to grasp what’s coming up with this new and compelling capability. Links: lecharles.medium.com/omni-flows-pilot-spoiler-alert-1-3-ff3c8f67d7d5 lecharles.medium.com/omni-flows-pilot-spoiler-alert-2-3-39ec325a38c4 lechar...
Omni Flow Pilot - Direct To Agent Routing Scenario
Переглядів 2,6 тис.3 роки тому
Salesforce Omnichannel Flows Pilot [Spoiler Alert] - Direct To Agent Routing Scenario. It also includes 2 additional scenarios: another layer to the Skill Based Scenario created on second video for "skill based routing" and a closing scenario adding further business logic as a finale. Link: lecharles.medium.com/omni-flows-pilot-spoiler-alert-3-3-c7587aa48020 Important: Salesforce provides Omni ...
Omni Flow Pilot - Skill Based Routing Scenario
Переглядів 4,4 тис.3 роки тому
Salesforce Omnichannel Flows Pilot [Spoiler Alert] - Skill Based Routing Scenario. Link: lecharles.medium.com/omni-flows-pilot-spoiler-alert-2-3-39ec325a38c4 Important: Salesforce provides Omni Flow to selected customers through a pilot program that requires agreement to specific terms and conditions. Omni Flow isn’t generally available unless or until Salesforce announces its general availabil...
Omni Flow Pilot - Queue Based Routing Scenarios
Переглядів 4,4 тис.3 роки тому
Salesforce Omnichannel Flows Pilot [Spoiler Alert] - Queue Based Routing Scenarios including a very simple example as well as more elaborate one. Link: lecharles.medium.com/omni-flows-pilot-spoiler-alert-1-3-ff3c8f67d7d5 Important: Salesforce provides Omni Flow to selected customers through a pilot program that requires agreement to specific terms and conditions. Omni Flow isn’t generally avail...
Covid-19 Contact Center App.
Переглядів 164 роки тому
Covid-19 Contact Center App. providing a view on all cases to be assessed, a patient list view available from the home page, as well as a summary of on going cases being dealt with.
Audionet Force 2019 Mission in Santo Domingo, DR
Переглядів 945 років тому
Audionet Force 2019 Mission in Santo Domingo Dominican Republic. 90s Video presenting our the project by Audionet's Founder Antonio Esteban
Einstein Bots: Adidas - Dreamforce'17 Keynote by Stephanie Buscemi
Переглядів 2,8 тис.6 років тому
From: "Adidas - We Are All Trailblazers: Customer Success in the Fourth Industrial Revolution." Full video: ua-cam.com/video/Oj_a3OfkFd0/v-deo.html
Dreamforce’17: Around Chatbots, AI & What i’ll be doing there
Переглядів 2806 років тому
goo.gl/Jqj1v2 Myriads of leisure chatbot examples are out there. But how does the chatbot explosion translate to business value? Why should you care about chatbots for your organization? Why is it important for a business to have a chatbot? Let’s uncover some of these and other topics together. Chatbots are not new but there’s a reason why bots are hot right now and businesses can stand to bene...
Retail: use a chatbot to change the address of your order delivery
Переглядів 2616 років тому
Retail: use a chatbot to change the address of your order delivery
Car Leasing: leverage a chatbot to generate qualified leads to your business
Переглядів 2796 років тому
Car Leasing: leverage a chatbot to generate qualified leads to your business
Lead Generation Chatbot - Car Leasing Demo
Переглядів 2187 років тому
Chabot Experience for the Car Leasing Industry
Retail Chatbot : Customer Service - Change Delivery Address Demo
Переглядів 3737 років тому
Chabot Experience Demonstration for the Retail Industry
What does AI mean for Customer Service?
Переглядів 1967 років тому
What does AI mean for Customer Service?
Odigo Visual Support - iOS App Review Video Demonstration
Переглядів 867 років тому
Odigo Visual Support - iOS App Review Video Demonstration
Odigo for Banking
Переглядів 647 років тому
Odigo for Banking
Odigo for Retail
Переглядів 787 років тому
Odigo for Retail
Odigo for Field Service
Переглядів 1047 років тому
Odigo for Field Service
Odigo for Utilities - Demo by screencast
Переглядів 1397 років тому
Odigo for Utilities - Demo by screencast
Odigo for Dreamforce 2016
Переглядів 3377 років тому
Odigo for Dreamforce 2016
Odigo Zendesk - Try Before Buy
Переглядів 1238 років тому
Odigo Zendesk - Try Before Buy
Odigo Automatic & Live Chat Capabilities
Переглядів 4278 років тому
Odigo Automatic & Live Chat Capabilities
Digital Claim Experience - Odigo for Salesforce Service Cloud 4/4
Переглядів 848 років тому
Digital Claim Experience - Odigo for Salesforce Service Cloud 4/4
Digital Claim Experience - Odigo for Salesforce Service Cloud 3/4
Переглядів 448 років тому
Digital Claim Experience - Odigo for Salesforce Service Cloud 3/4
Digital Claim Experience - Odigo for Salesforce Service Cloud 2/4
Переглядів 448 років тому
Digital Claim Experience - Odigo for Salesforce Service Cloud 2/4
Digital Claim Experience - Odigo for Salesforce Service Cloud 1/4
Переглядів 1218 років тому
Digital Claim Experience - Odigo for Salesforce Service Cloud 1/4
Digital Banking Experience - Odigo for Salesforce Service Cloud 3/3
Переглядів 928 років тому
Digital Banking Experience - Odigo for Salesforce Service Cloud 3/3
Digital Banking Experience - Odigo for Salesforce Service Cloud 2/3
Переглядів 868 років тому
Digital Banking Experience - Odigo for Salesforce Service Cloud 2/3
Digital Banking Experience - Odigo for Salesforce Service Cloud 1/3
Переглядів 1858 років тому
Digital Banking Experience - Odigo for Salesforce Service Cloud 1/3

КОМЕНТАРІ

  • @sonalimahatpure
    @sonalimahatpure 3 місяці тому

    Hi Carlos, Do you have any latest video for the MIAW flow created

  • @kantarawat2555
    @kantarawat2555 4 місяці тому

    To run an omnichannel flow, we only have to add that flow and make the "Use a flow for routing" check box on "Chat Buttons and Automated Invitations" true. Right? because my flow is not executing from Einstein Chat Bots. and I have to route the chat to the queue agents based on criteria when the user clicks on the transfer to agent button in the chatbot.

  • @kantarawat2555
    @kantarawat2555 4 місяці тому

    sir how i can run this flow i have created another flow for my requirements but its not run from chat bot.

  • @user-zh4td1bo6o
    @user-zh4td1bo6o 10 місяців тому

    HI, can omni route case to agent with criteria (ex. using case reason and subcase reason?)

  • @user-to4xr4rr6c
    @user-to4xr4rr6c Рік тому

    Hi there, can you suggest me on creating omnichannel flow for Messaging InApp and Web application...

  • @amandasanchez4876
    @amandasanchez4876 Рік тому

    Hello! So this is similar to a omni-channel flow that I am planning to use for a chat deployment in where I use some logic to route the transcripts to the appropriate queue but I'm wondering what happens to the transcript if no one is available, for example, in that VIP Queue? And when you set the capacity in the settings, it would only be looking at the capacity/availability of the people in that original chat queue, correct? I'll do some more digging on my own but I'm hoping you or someone who sees this can provide any working knowledge they've acquired! Thank you!

  • @csoutsource
    @csoutsource Рік тому

    What if there is nobody that meets both skills in your org?

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD Рік тому

      If no skills available per se, one option could be “falling back” or branching out to a “route to queue” type of scenario

  • @billyhoward4680
    @billyhoward4680 Рік тому

    😒 þrðmð§m

  • @markgonzales7572
    @markgonzales7572 2 роки тому

    I mirrored your first flow configuration at 2:45 but when I save, I get this error: You must include a recordId Variable for flows of type RoutingFlow. Any thoughts?

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD 2 роки тому

      Interesting 🤔 Sounds like the flow is not getting which “channel record” to send to the “route work” action. I would try saving it as a new flow. Or creating a new flow from scratch. Also, since this is an old video from when the feature was in pilot: I’d use current help-documentation for feature GA ➡️ help.salesforce.com/apex/HTViewHelpDoc?id=sf.omnichannel_flows.htm&language=en_US

    • @markgonzales7572
      @markgonzales7572 Рік тому

      @@LeCharlesLozanoBD I will try creating a new flow, sound simple enough. Thanks for the advice! I appreciate you taking the time to respond. Happy Trailblazing!

  • @marianaescalante7014
    @marianaescalante7014 2 роки тому

    Hi!! Quick question, can the Omni channel flow change a conversation owner to a queue or to a bot?

  • @theadmiral8123
    @theadmiral8123 2 роки тому

    Hi there, You are talking that Contact Preferred Agent field that was created in first video, but in the first video it is not explained? How is it created? Is it a formula field or lookup field to User from Contact? Or from Contact to Service resources?

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD 2 роки тому

      Hi 👋🏾 It was created as a custom field on the Contact Object ➡️ lecharles.medium.com/omni-flows-pilot-spoiler-alert-1-3-ff3c8f67d7d5 « PREREQUISITES » 🤓

    • @theadmiral8123
      @theadmiral8123 2 роки тому

      @@LeCharlesLozanoBD I understand it's a custom field, but to which object does lookup work? Service resource? Or user? That is not explained in Prerequisites.

    • @theadmiral8123
      @theadmiral8123 2 роки тому

      @@LeCharlesLozanoBD and I take it, that I can recreate same flow for email message?

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD 2 роки тому

      @@theadmiral8123 User object

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD 2 роки тому

      Have not tested out with email

  • @TheLaurie87
    @TheLaurie87 2 роки тому

    Hi There, I am setting up an Omnichannel Flow using the same principle, but when the routing runs on new chat, the id for Contact is null. It appears the contact link doesnt fill till after a user accepts a chat. Any ideas what I may have done wrong sorry?

  • @ZinLC
    @ZinLC 2 роки тому

    YOU SAVED MY LIFE WITH THIS TUTORIAL! 😭 THANKS FOR THIS VIDEO!

  • @שקדפרוטמן
    @שקדפרוטמן 2 роки тому

    This is great! I'm looking for a similar solution for our company's need - we have a sales queue and a service queue. The company wants all chats to be routed first to the Sales queue, but if all the users on that queue are on status 'busy' or 'unavailable' - route to Service queue. Is there a way to grab the queue's users current statues and loop through them in order to create a routing decision?

  • @emiliedouglass7700
    @emiliedouglass7700 3 роки тому

    Kinda bummed that this example doesn’t work. Support doesn’t even know this video is out there and makes people sound like they are doing it wrong. You’d think a broken beta flow would just be fixed instead of left useless.

  • @toshdeltamedia
    @toshdeltamedia 3 роки тому

    Not able to get the contactID on the chat transcript to gather the email for an account lookup via email. Keeps coming back null. If I put in a chat transcript ID into the debug and run it. It will work. But putting a live chat through. It can't find the contactID. It can find other fields on the chat transcript but the the contactID. any ideas?

    • @toshdeltamedia
      @toshdeltamedia 3 роки тому

      How the Interview Started Automated Process () started the flow interview. API Version for Running the Flow: 51 Some of this flow's variables were set when the interview started. recordId = 570K0000000mwZT input_record = LiveChatTranscript (570K0000000mwZTIAY) GET RECORDS: getChatTranscript Find all LiveChatTranscript records where: Id Equals {!recordId} (570K0000000mwZT) Store the values of these fields in getChatTranscript: Id, ContactId, Name Result Successfully found records. ASSIGNMENT: debug_chat_transcript {!var_chat_transcript_name} Equals {!getChatTranscript.Name} {!contactID} Equals {!getChatTranscript.Contact.Id} Result {!contactID} = "null" {!var_chat_transcript_name} = "00063432"

    • @mariaceciliaborghi2678
      @mariaceciliaborghi2678 3 роки тому

      Hope it's not too late but the contactID is associated to the chat transcript record only after the chat is accepted. So, it's not available to be used in the routing logic. You can maybe use fields in the pre-chat page to gather this information.

    • @toshdeltamedia
      @toshdeltamedia 3 роки тому

      @@mariaceciliaborghi2678 this is the fix I came to in the end. is teh. pre-chat fields. I loop through them looking for a @ symbol. then I know I have the email field. Then I save that to a variable and can use that for lookup.

    • @marceloqueiroz9678
      @marceloqueiroz9678 2 роки тому

      @@toshdeltamedia How did you used the pre-chat fields to find the @ symbol? I need a logic to look into pre-chat case field and then route working with this value

  • @aidanlincoln
    @aidanlincoln 3 роки тому

    Hi Carlos, I have implemented this but it seems like there is a bug. The fallback queue is not hit if there is nobody available in the the alternative queue (in this example the VIP queue), the chat hangs and indefinitely displays "An Agent is on the way". Is there any solution for fallback routing if users are not logged into every queue in the flow?

    • @LeCharlesLozanoBD
      @LeCharlesLozanoBD 3 роки тому

      Thanks for taking the time to check this out. You are raising a great point, Aidan. Yes, currently you'd need users on queues for it to work because of the 'synchronous nature of Salesforce Live Agent Chat. This is something that will be solved when launching our 'asynchronous' channels in the upcoming releases.

    • @aidanlincoln
      @aidanlincoln 3 роки тому

      @@LeCharlesLozanoBD thanks for the update! Do you know if there is a way around this issue using the skill based routing method? I am assuming there will always be an issue if someone at the end of the routing line is not logged in (as in nobody for a single necessary skill in the pipeline is active at the moment)

    • @aidanlincoln
      @aidanlincoln 3 роки тому

      Going to assume this is a no as well

  • @gusgaad688
    @gusgaad688 3 роки тому

    Do those actions work on a Record Triggered Flow?

  • @AnzarDraboo
    @AnzarDraboo 3 роки тому

    How to capture the street address in Google DialogFLow?