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Recommend the most relevant content the moment it's needed
Recommend the most relevant content the moment it's needed

Increase the proficiency of your agents
Increase the proficiency of your agents
Hi. This is Esme from, the product management team at Coveo. So I'd, today, I wanna walk you through a quick demo of, how Coveo can enhance the service experience. So here we are in the Salesforce lightning service console. We have the details of a case here on the left, and we have our Coveo insight panel here on the right. So our agent, let's say, has been assigned this case. It's a case regarding a problem, properly tracking a heart rate with a new fitness device that this customer has, has just bought. So the the agent has read over the details and now has to take action. Right? So what the the Coveo panel can do here is, it's actually listening to each of these case fields here for the most relevant keywords, and then it's making content recommendations to the agent to help the agent solve the case faster. So this is all done automatically. We don't have to, to to prompt anything for that to happen. So this content can actually be coming from siloed, repositories behind the scenes. That doesn't matter. Quail is able to index it all, surface it all right here, in, in the console without having to leave or go anywhere else to find it. Quail offer also offers some insights on this content. So first of all, we have this viewed by customer badge. So any document that's been viewed by this customer previously, so maybe on the community, beforehand will be tagged this way. And if we open this user actions button, Coveo actually provides a full list of all the documents that have been viewed by the customer, all of those searches on the community, and the full, you know, detailed timeline of all of their activity on the community leading up to logging this case. So this gives our agent a lot more insight into what happened before this case was submitted and is gonna allow them to offer much more personalized and tailored approach, in their support. Alright. So ideally, Coveo is gonna find, you know, the piece of content that's gonna solve this case. But if ever searching is necessary, Coveo obviously offers this search bar right there in the inside panel, and all the the results again are gonna be, accessible right here, in the console without having to leave, to find the information we need. So if we start searching for something, let's say the word track, notice those, search suggestions popping up under the search Barca. Those are being provided by one of Coveo's machine learning models. So these have been learned from successful searches that were used by other agents, in this agent's team. Let's search for track activity. So here we've got the Covio search results, so the agent has access again to content from different maybe different repositories all in the same place. Our agent could quick view all this documentation right here in the console without having to leave. The keywords from the search are highlighted, and, our agent could also, you know, filter down or navigate the results thanks to these category tabs or even metadata filters, if we're looking for something very specific. Alright. So essentially, our agent with very little effort here, and thanks to the Coveo panel, is able to find the piece of content that's gonna help them solve this issue. We have these quick action buttons on every result so that the agent could decide to attach this piece of content to the case directly, and then, click this send as email button to start the email creation process, and effectively solve this case. So that wraps up what Coveo can bring to the service experience. Thanks for listening.
Reduce attrition and improve employee loyalty
Reduce attrition and improve employee loyalty
