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AI-Powered Customer Support Enhancement via Salesforce Einstein Chatbot
  1. case
  2. AI-Powered Customer Support Enhancement via Salesforce Einstein Chatbot

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AI-Powered Customer Support Enhancement via Salesforce Einstein Chatbot

axelerant.com
Energy & natural resources
Information technology

Client Support Process Inefficiencies

Existing chatbot triage system failed to categorize customer inquiries effectively, causing delayed resolutions, haphazard communication patterns, and declining CSAT scores. Multiple product offerings complicated service workflows, reducing operational efficiency and agent responsiveness to evolving customer needs.

About the Client

A next-generation solar technology company specializing in advanced solar power plant design tools and AutoCAD plugins used across 50+ countries

Customer Support Transformation Goals

  • Implement AI-driven case routing to reduce manual triage efforts
  • Improve first-contact resolution rates through intelligent query classification
  • Enhance CRM data quality for better service analytics
  • Reduce call center inquiry volume by 75%
  • Achieve 30% faster case resolution times
  • Boost customer satisfaction scores by 25%

Core System Capabilities

  • Custom case routing workflow replacing pre-chat forms
  • Real-time customer categorization during interactions
  • Automated case classification with priority tagging
  • OmniChannel integration for agent availability tracking
  • Self-service resolution for common technical inquiries
  • Live chat handoff to specialized support queues

Technology Stack Requirements

Salesforce Einstein AI
Einstein Bot
Einstein Case Classification

System Integration Needs

  • Salesforce CRM
  • OmniChannel
  • AutoCAD Plugin API

Operational Requirements

  • 24/7 system availability
  • Scalable architecture for 10x growth
  • Enterprise-grade security compliance
  • Real-time analytics dashboard

Business Value Projections

Expected reduction in manual triage efforts by 60%, elimination of 4x current email/call volume, and 20% increase in agent productivity. Enhanced data visibility will enable proactive service improvements while intelligent routing ensures 90% of cases reach appropriate specialists immediately, driving measurable improvements in customer satisfaction metrics.

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