Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Interactive Decision Trees & Scripting (deprecated - use Salesforce Flow)
Easiest way to build and deploy decision trees & script.
Overview
We recommend using Salesforce Flow instead of Cauzali in production. But it's super fast to make prototypes, and then convert to Flows.
See How Interactive Decision Trees & Scripting (deprecated - use Salesforce Flow) Works
Streamlined decision-making: Cauzali's interactive decision tree software simplifies complex decision-making processes and helps users quickly navigate different scenarios.
Improved efficiency: Reduce training time for new hires with step-by-step scripts and guides. Cauzali helps users make decisions more efficiently and effectively.
Reduce support costs: Cauzali makes it easy to put ongoing support in the hands of business users. Allow your team to move faster and keep track of changes with version control.
Support 100's of use cases including: - Scripting for your call center. - Build guides for your employee or customer. - Interview tool to get the right and relevant data. - KYC (Know Your Customer) wizard. - Dynamic FAQs. - Create quizzes to test your team's knowledge. - Survey - internal and placed on external facing experience cloud sites. - Build checklists for support and service teams.
Categories
- Business Needs
- Customer ServiceSales IntelligenceAgent Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package