AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Documill Discovery for self-service community & customer portal in Service Cloud

Empower customer self-service and simplify the discovery of information

Overview

Documill Discovery enables self-service for community and customer portal users by proving a fast, profile based access to relevant documents. Your customers save time and get their problem solved, while you need to handle fewer support requests.

1 of 3

See How Documill Discovery for self-service community & customer portal in Service Cloud Works

  • DRIVE SELF SERVICE IN CUSTOMER PORTALS: Empower customers to quickly find answers to problems without contacting technical support by offering access to relevant documents from manuals to data sheets and more.

  • CUSTOMIZE SEARCH RESULT RANKING: Customize search rankings of documents stored in Salesforce Knowledge Base and/or Community, based on attributes that matter to you such as document type, date of publication etc.

  • FIND AND PREVIEW DOCUMENTS: Unique to the market, get high-quality document previews with search keyword highlights directly in the search result. Quickly recognize pages that contain relevant information and identify the required documents in seconds.

Documill Discovery for Salesforce Customer Portals and Communities Reduce the number of technical support requests and questions to customer care teams by offering a profile based access to relevant documents matching your customers’ search queries. Accelerate the time it takes to solve customer problems and make all your documentation in Salesforce Knowledge Base easily accessible. Share documents with a colleague as an email. Track and analyze document performance: track quality status, times a document is viewed and review progress to further optimize customer self-service.

Categories

Business Needs
Productivity
Industries
Manufacturing
Financial Services

More from

  • Documill Generate & Automate : Document Generation, Workflow Automation + E-sign
    Enterprise-grade document automation: Document generation, workflow automation & e-signing. Contract creation (+ quotes, proposals & reports) + PDF generation using DOCX, PPTX, XLSX and HTML templates & document workflows. Try free for 30 days!
    SalesCustomer Service

  • Documill Negotiate: Contract Automation, Negotiation, Redlining & Esigning
    Streamline contract automation, negotiation, redlining, approvals & esigning. Enable real-time collaboration, commenting, document workflows, version control & audit trails. Integrate with Slack, deploy a clause library & optimize contract management.
    Contract ManagementSales Productivity

  • Documill for Agentforce: Document Generation, Automation & E-sign
    No Ratings
    Documill for Agentforce: Document generation, automation and e-sign package enables the creation of visually engaging, on-brand documents in any format (PDF, Word, Excel, PowerPoint, HTML) and sending them out for e-signatures via a simple chat.
    Quotes & OrdersDocument Generation

  • Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce
    Documill for Office enables saving and updating the latest version of Word, PowerPoint and Excel files from Microsoft Office to Salesforce. This helps you avoid manual work, save time, and improve compliance with a better file version control.
    Document Management