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.
Cloud Integrations Relevance from cloud to cloud
Ensure seamless, intelligent access to relevant content and products across Salesforce clouds with Coveo’s AI-powered enterprise search.
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Empower your agents with the context they need to resolve issues faster. With Coveo’s Insight Panel, agents gain:
- Case-contextual content recommendations
- Cross-channel insights into customer behavior
- Access to knowledge from multiple sources
- KCS-aligned knowledge management
- Unified knowledge and answers from content within and beyond Salesforce databases
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Enhance customer and partner self-service experiences with personalized content delivery. Provide case deflection and optimize search results in real-time.
- Optimize search results and content recommendations in real-time
- Improve case deflection and streamline case submission with built-in workflows
- Connect content from a multitude of platforms
- Provide generative answers during the case submission process for customers to self-resolve
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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
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Serve up the most relevant collateral and generated answers at each stage in the sales cycle, so that your teams have what they need to accelerate the process and close the deal. With Coveo Usage Analytics, Sales Operations can:
- Understand which content the field finds most useful
- Identify content gaps and further optimize their strategy
- Unify access to sales knowledge and content from enterprise-wide sources
What started with a test turned quickly into rolling out to our global support platform, Xero Central, and the transformation is outstanding.
Nigel Piper
Executive General Manager, Xero
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.
Jim Roth
Executive Vice President, Customer Support, Salesforce
Coveo is instrumental in bringing all our different sites together. It helps us have one voice, one F5 experience for our customers.
Laurel Poertner
Senior Director, Digital Services, F5 Networks
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.
Cora LaRose
Senior Manager, Digital Customer Engagement, Forcepoint
