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Development of an AI-Powered Salesforce Chatbot for Enhanced Customer Support in Solar Technology
  1. case
  2. Development of an AI-Powered Salesforce Chatbot for Enhanced Customer Support in Solar Technology

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Development of an AI-Powered Salesforce Chatbot for Enhanced Customer Support in Solar Technology

axelerant.com
Energy & natural resources
Information technology

Inefficient Customer Support Triage System

The existing chatbot triage system failed to categorize customer inquiries effectively, leading to delayed resolutions, poor feedback reporting, and declining CSAT scores. Diversified product offerings exacerbated workflow inefficiencies, resulting in increased operational costs and inability to meet evolving customer needs.

About the Client

A global, tech-driven solar technology company specializing in advanced solar power plant design tools and AutoCAD plugins used across 50+ countries, with a focus on renewable energy innovation.

Streamlined Customer Support and Enhanced Service Efficiency

  • Implement an AI-driven triage system for precise customer inquiry categorization
  • Reduce call center inquiry volume by 75% through automated routing
  • Improve CSAT scores by enabling faster resolution times
  • Enhance CRM data accuracy for actionable business insights
  • Establish scalable workflows to accommodate future product diversification

Core System Functionalities

  • Real-time customer category identification during chat interactions
  • Automated case routing to appropriate agent queues via OmniChannel
  • Einstein AI-driven case classification for priority/type prediction
  • Pre-chat form replacement with dynamic data validation workflows
  • Self-service resolution capabilities for common customer inquiries

Technology Stack Requirements

Salesforce Einstein AI
Salesforce Einstein Bot
Salesforce OmniChannel

System Integration Needs

  • Salesforce CRM
  • AutoCAD Plugin Ecosystem
  • Customer Analytics Dashboard

Operational Requirements

  • 24/7 system availability with 99.9% uptime SLA
  • Scalable architecture for 10x growth
  • GDPR-compliant data handling
  • Response time under 2 seconds for 95% of interactions

Transformed Customer Support Efficiency and Business Impact

Expected to reduce call center inquiries by 4x through intelligent routing, shorten average resolution time by 60%, and increase CSAT scores by 30% within 6 months. The solution will enable data-driven decision-making across 200+ active projects and support €20M+ annual renewable energy funding initiatives.

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