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USU Agent Assist for Salesforce

Empower customer service agents with AI-driven knowledge – powered by USU.

Overview

  • 1. Seamless integration – work inside Salesforce without switching tools • Access knowledge directly in Salesforce – no need to leave the CRM. • Auto-sync with CRM data and custom objects. • A unified platform for customer service and sales teams.

  • 2. AI-powered search & automated recommendations • Instantly find the right knowledge for each customer case. • AI-driven suggestions speed up resolutions and improve accuracy. • Self-learning technology continuously optimizes search results.

  • 3. Faster resolutions with decision trees & guided workflows • Step-by-step troubleshooting simplifies issue resolution. • Standardized service processes reduce errors. • Less agent effort = greater efficiency.

  • 4. Empower every agent • Every service agent can contribute knowledge. • No additional authoring licenses required. • Fully supports Knowledge-Centered Service (KCS).

  • 5. Consistent knowledge across all customer touchpoints • Deliver knowledge via, self-service, mobile, and email. • Ensure accurate, high-quality responses every time. • Boost first-contact resolution (FCR)

  • 6. Personalize every customer interaction • Instantly access full customer history and case details. • Provide contextual, data-driven answers. • Improve customer satisfaction with personalized recommendations.

  • 7. AI-driven performance insights & analytics • Gain insights into knowledge usage & agent behavior. • Identify gaps and optimize content automatically. • Measure knowledge impact on key service metrics.

  • 8. Scalable & secure—built for enterprise needs • Cloud-based solution with enterprise-grade security. • Scales with your business as customer demands grow. • Extensive standard features plus flexible customization & API integration.

  • 9. Reduce Service Costs & Increase Efficiency • Cut resolution time and reduce agent workload. • Automate repetitive tasks to boost productivity. • Increase customer satisfaction while lowering operational costs.

The Application is a Professional Knowledge Management solution that enables Customer to access enterprise-grade knowledge content with advanced editorial workflows directly within Salesforce. • Contextual knowledge search directly within Salesforce interface using embedded search components • Single Sign-On integration enabling seamless navigation to advanced editorial workflows • Compliance-ready editorial workflows with multi-step approval processes and role-based permissions • AI-assisted content creation and optimization available in the dedicated knowledge management environment

Categories

Business Needs
Customer Service
Industries
Horizontal Product
Personas
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Community Builder
Managed Package
Lightning App Builder