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CXone Smart Agent

Your Agents Deserve a Smarter Interface.

Overview

See How CXone Smart Agent Works

  • Integrated Contact Control: Manage all customer interactions from a single, unified interface—whether it’s phone, chat, email, voicemail, or work items. Access recordings and transcripts, add notes and dispositions without switching applications.

  • Data Memorialization with Copilot AI Autosummary: Automatically capture and store your CXone interaction data in Salesforce—complete with call recording links and AI-powered autosummaries for faster insights and analysis.

  • Screen-Pop Management: Customize data display for agents with screen pops on any Salesforce object. Show targeted info, create dynamic URLs via scripts, and enable automatic navigation for faster, more efficient workflows.

Features: • Voice • Legacy Chat/Email/Work Item • Modern DFO/Digital Channels • Copilot Autosummary • Omnichannel - Multiple contacts at the same time. • Personal Connection Dialer • Click-to-Call • Screen Pops • Customizable Automated Call Logging • Audio Notifications • Integrated Softphone • Hide Unavailable Codes • Customizable System Actions • Agent Reporting • Customizable Events - (On Disposition, Call End, Status Change etc.) • Flow Support • Pre-Populate New Objects • Required Who / What • Support Lightning Events to communicate with Lightning Components • Transfer to a Logged-Out Users

Categories

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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package