We are thrilled to announce the launch of Sweep’s Salesforce Support AI Assistant. Now you can empower end users to resolve issues on their own (without additional support from Salesforce Admins) to help improve efficiency and productivity. In fact, this new AI bot can function as an additional Admin on your team: answering technical questions and handling error messages in real time.
Here’s the current situation at most organizations: end users encounter an issue while working in Salesforce. This may be an error message, needing information on specific fields or calculations, understanding automations, dealing with reporting, or managing duplicate records. Whether it’s an error message or a different type of roadblock, the user must then open a ticket for their Salesforce Admin to properly address the issue. The problem with this solution is that it’s both time-consuming and cumbersome. Both the end user and the Salesforce Admin have to stop what they’re doing in order to resolve the issue before returning to their original workflow.
Sweep’s Salesforce Support AI Assistant doesn’t just provide answers—it understands the context. In the background, Sweep’s AI is continuously indexing your org's entire metadata and any custom data you choose to include. This data, combined with the live page you're viewing, allows the AI to offer precise and relevant answers instantly. If the answer provided by the AI Assistant is not satisfactory, the end user can escalate the issue to the support team.
The escalation process is also seamless. Sweep AI can create a ticket directly in your ticketing system, whether it’s JIRA, Asana, Zendesk, or others. Your admin or revenue operations team can then take over, ensuring no request goes unnoticed. Plus, the Sweep interface provides full visibility to review all the interactions between the AI Assistant and the end users, see which cases were resolved, and track those escalated to support.
Our new Salesforce Support AI Assistant will reduce the time your Salesforce admin and Revenue Operations teams spend on support, improving SLAs and delivering a better, happier user experience. To see it in action, book a meeting with one of our product experts.