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Salesforce + AI

How Salesforce + AI Can Drive Real Business Value in Your Enterprise

Find out how you can improve your business with AI in Salesforce.

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Features

Einstein Chatbot + AI

Augment your chatbot’s capabilities with Gen AI

GPTfy Voice

Think. Speak. Done. In 59 Seconds.

Communities Integration

Enhance your Experience Cloud with Gen AI

Gmail/Outlook integration

Utilize Gen AI within your email plugin

File Analysis

Uncover valuable information from your documents

Prompt Builder

Customize prompts to control AI behavior

Flow & Apex integration

Automate AI processes and reduce coding efforts

External Object Integration

Connect external objects to your Salesforce org

API Data Sources

Enrich Salesforce data with external integrations

Security Layer

Ensure data privacy with GPTfy’s robust security

BYOM

Seamlessly integrate AI models into your infrastructure

RAG

Extract insights from files and PDFs
Go-Live

IT + Admin

Implementation, updates, and support made easy

Security + Privacy

Secure and compliant AI for Salesforce

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AI for Salesforce Einstein Chatbot

What?

In this article, you will learn why AI with Einstein Chatbot is the next thing, what use cases you can solve, and how to implement or think about it.

Who?

Salesforce admins, customer support leaders, CIOs, and business decision-makers want to bring AI into the Salesforce Einstein chatbot to improve the customer experience.

Why?

If you want to avoid your chatbot being a chat block in your customer’s journey.

What can you do with it?

Improve customer experience with the Salesforce Einstein Chatbot, reduce the number of case tickets created, and let service reps focus on higher-priority cases.

Before discussing how you can use AI with your Salesforce Einstein Chatbot, Let’s discuss the difference between the regular Einstein chatbot with and without AI.

Salesforce Einstein Chatbot with AI vs. without AI

Feature	Salesforce Einstein Chatbot	Salesforce Einstein Chatbot + AI
User Interface	Menu-driven	Conversational
Language Support	Limited	Multi-lingual
Personalization	Limited account info	Account-specific & contextual
Intent Detection	Rule-based	AI-based
Keyword Identification	Limited or none	AI-based for follow-up
Flexibility	Rigid responses	Adaptive responses

As the table shown above, regular Einstein chatbots are quite rigid. In contrast, AI offers a lot of flexibility. You can train it according to your business requirements, and it can answer specific questions related to the user.

You can use GPTfy with the Salesforce Einstein Chatbot Enhanced version.

Let’s review some use cases you can solve with Einstein Chatbot today.

Not a fan of reading?

Check out the demo of Einstein Chatbot and AI use cases.

Use Cases of Salesforce Einstein Chatbot and AI

In this section, we will go through some examples of real-world scenarios that you can solve with AI and Einstein Chatbot.

Intelligent Case Resolution and Case Routing

When you integrate Einstein Chatbot with AI or GPTfy, you can get a chatbot to answer your customer’s common queries or challenges.

How it works?

Let’s take the example of University agents who often get asked about the admission process. Now, they do have this information in the FAQs, KB, or PDFs; now, AI can go through this and answer the question when someone asks it without interference from a human agent.

Along with the case resolution, you can route this to a respective agent with the help of AI and automation.

Multilingual Customer Support

If you have customers or students from around the globe and then you would like to answer in their native language to improve the customer experience.

How it works?

The AI-powered chatbot can detect the language of the user’s query, translate it, fetch the appropriate response, and then translate it back to the user’s language. It enables global support across different languages and cultures.

Personalized Interaction with Users

For example, If you run a subscription-based business or a university, AI can answer basic customer queries such as renewal dates, grades, fees, and due amounts. This will allows human reps to focus on the higher priorities.

How it works?

AI can securely access specific customer data from Salesforce and provide personalized responses about account details, such as courses taken, grades received, fees paid, subscription details, and more.

Contextual Conversation Handling

When a chat is closed, or a new question is asked, the chatbot loses context, and the user may have to repeat the issue. AI in your chatbot can avoid this by maintaining a contextual conversation with users.

How it works?

The chatbot maintains context throughout the conversation, allowing users to ask follow-up questions without repeating information. It can provide more detailed responses based on previous queries.

In addition to these use cases, with GPTfy or any AI model you choose, you can perform sentiment, intent, and root cause analysis, understand and respond to customers’ needs, and send a personalized email draft to improve the customer experience.

So, the question arises: How do you bring AI into your Salesforce Einstein Chabot?

Steps to bring AI in your Salesforce Einstein Chatbot

If you plan to bring any technology, you should not have a big bang boil-the-ocean approach; instead, start small.

Here’s how you can get the most from this approach without burning millions of dollars and still failing.

Step 1: Start with Basic Chatbot Functions

Implement a basic chatbot that can answer frequently asked questions (FAQs)
Use AI to provide more conversational responses and improve user experience
Optimize existing content for AI models and RAG (Retrieval-Augmented Generation)
Set up intent detection to create cases from chat conversations when necessary
Enable redirection to live agents when the chatbot isn’t sufficient

Step 2: Enhance Chatbot with AI and RAG

Start training your RAG model with product-specific information
Feed the RAG model with data from knowledge articles, product brochures, and other documentation
Implement guardrails to reduce the risk of AI hallucination
Have subject matter experts (SMEs) validate the accuracy of AI-generated answers
Lower the AI model’s temperature and improve the quality of content fed to RAG models

Step 3: Implement Advanced Automation and Integration

Integrate data from third-party systems using OData or other methods.
Utilize tools like GPTfy for native masking and security layers
Implement a prompt builder for more sophisticated interactions
Integrate with other systems using APIs, MuleSoft, or Data Cloud as needed

In the upcoming release, you can use GPTfy with Data Cloud.

Bring AI to Your Einstein Chatbot

Handle questions securely with AI. Works with Pro, Enterprise & Unlimited - your data never leaves Salesforce.

Get GPTfy Read More here

Challenges in AI and Salesforce Einstein Chatbot Implementation

You might face these roadblocks when bringing AI into your Salesforce Chatbot, so preparing beforehand is better.

Scope and Resource Management

Avoid getting sucked into overly complex implementations or large-scale data projects.
Be prepared for the process to take several weeks to months, depending on the complexity.
Budget time and resources accordingly, especially for content optimization and knowledge integration.

Content and Knowledge Management

Dedicate resources to improving existing FAQs and optimizing content for AI models.
Continuously update and refine the knowledge base to enhance chatbot responses.
Ensure a balance between automated responses and human intervention when necessary.

If you have a data problem, then fix it first and then focus on bringing AI.

Security, Privacy, and Compliance

Implement a Multi-Layer Security Approach: Use a trust layer like the one in GPTfy to ensure robust protection of your data and systems.
Limit AI Access: Provide AI with only the necessary information to function effectively, reducing potential data exposure.
Regular Security Audits: Conduct frequent security checks to identify and address potential vulnerabilities.
Data Retention Policy: Establish and adhere to a clear data retention policy, including regularly deleting security audit logs per your guidelines.
User Feedback Loop: Encourage users to provide feedback on AI responses, which will help you monitor accuracy and ethical compliance.
Implement Grounding Rules: Set up prompt grounding and rules to minimize AI hallucinations and prevent inappropriate or toxic responses.
Follow Best Practices: Stay updated with and implement industry-standard AI security and privacy best practices.

Check out AI and Salesforce best practices to know more about Security, Privacy, and compliance.

AI Performance and Accuracy

Be aware of AI hallucination risks and implement strict validation processes.
Ensure SMEs are available to validate the correctness of AI-generated answers.
Continuously test validate, and improve the chatbot’s performance.

Integration and Technical Complexities

Be prepared for potential complexities when integrating with external systems.
Implement proper security measures for accessing external data.
Ensure compatibility with existing systems and data structures.

Stakeholder Management and Value Demonstration

Manage stakeholder expectations and maintain interest throughout the project.
Demonstrate value at each stage of implementation.
Balance immediate benefits with long-term improvements.

TL;DR / Summary

AI integration with Einstein Chatbot can significantly improve customer support
Key use cases include intelligent case resolution, multilingual support, and personalized interactions
Implementation involves three main steps:
1. Start with basic chatbot functions
2. Enhance with AI and RAG (Retrieval-Augmented Generation)
3. Implement advanced automation and integration
Challenges include avoiding complexity, managing scope, and ensuring accuracy
Focus on pragmatic implementation, continuous improvement, and demonstrating value at each stage

What next?

Book a Demo: If you’re ready to integrate AI with your Einstein Chatbot, book a demo to see how GPTfy can enhance your customer support experience.
DIY Approach: Use the practices outlined in this article to start implementing AI in your Einstein Chatbot. Remember to start small and scale gradually.
Stay Updated: Follow us on Linkedin, Youtube, and X for the latest updates, tips, and best practices for AI-powered chatbots in Salesforce.

Saurabh Gupta

Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.