AI Search & Generative Answering for your Salesforce ecosystem
Amplify your Salesforce Ecosystem with AI Search & Generative Answering
Maximize your Salesforce investment with AI Search & Generative Answering that unifies content within and beyond Salesforce. Leverage agnostic AI that can provide recommendations, personalization, and answers on public sites, community portals, and for agents.
Leverage Coveo’s AI Search, Recommendations, Personalization and Generative Answering to enhance every Salesforce interaction. With Lightning-ready components and easy-to-configure machine learning models, Coveo integrates deeply into Salesforce to amplify your CRM’s capabilities.
- Intelligent search & recommendations
Automatically deliver relevant answers, content, and products by using context from Salesforce interactions and beyond, enhancing content discovery with AI-driven insights. - Cross-cloud & cross-channel insights
Unify search and interaction data from all your channels into one view. Coveo connects the dots across customer journeys, providing actionable insights for a truly omnichannel experience. - Unified content discovery
Make content from Salesforce and any external sources accessible across your Salesforce experiences, breaking down silos and enabling customers and agents to easily find the most relevant information.
Coveo for Agentforce
Your AI agents depend on secure, relevant knowledge to deliver trusted answers and outputs. Deliver the best passages from enterprise-wide knowledge bases, so your AI agents can act autonomously with confidence.
- Speed up content extraction with prebuilt connectors while respecting existing access control lists
- Streamline varying file formats and ensure content freshness with a unified index
- Use hybrid ranking and retrieval to deliver the most relevant information to LLMs
Coveo for Salesforce Experience Cloud
Enhance your self-service sites and portals with personalized generative answers, AI-search results, and intelligent content recommendations. Improve case deflection while dynamically optimizing responses and results in real time.
- Optimize search results and content recommendations in real-time
- Increase case deflection and streamline case submission with AI-case assists.
- Unify access to enterprise-wide content with out-the-box connectors
- Enhance self-service and content engagement with generated answers
Coveo for Salesforce Service Cloud
Empower your customer service & support reps with the content they need to resolve issues faster, in context.
- Get contextual answers and recommendations on cases
- Leverage cross-channel insights into customer behavior
- Benefit from enterprise-wide knowledge – within and beyond Salesforce
- KCS-aligned ensuring optimal knowledge management practices
Coveo for Salesforce Commerce Cloud
Remove friction from the buying experience with intelligent product search, AI-powered listing pages, dynamic faceting, and relevant recommendations.
With Coveo powering your Salesforce storefront, you can:
- Simplify product findability regardless of catalog complexity
- Manage customer specific pricing, entitlements, and real-time inventory at search time
- Adjust experiences in real-time with search and recommendations that adapt to shopper intent
Coveo for Salesforce Sales Cloud
Accelerate your sales cycle by providing sales reps with the most relevant information, while keeping your brand secure and on-message.
- Leverage analytics to see what customer-facing teams are searching for and not finding
- Deliver a unified search experience with proactive recommendations so sales reps spend less time searching
- Help sales improve knowledge proficiency with generative answers they can trust
Coveo is instrumental in bringing all our different sites together. It helps us have one voice, one F5 experience for our customers.
Coveo helped solve some of our greatest pain points… we would not have been able to achieve the results we have today without the support of this outstanding team.
At Salesforce, we’re leveraging Coveo across 9 different use cases internally and externally. In customer support, Coveo’s machine learning helps customers help themselves, contributing to a self-help success rate of over 90%. With Coveo, the numbers speak for themselves.
What started with a test turned quickly into rolling out to our global support platform, Xero Central, and the transformation is outstanding.
