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Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to create custom recommendation models with Einstein Recommendation Builder.
  • Describe how to enhance customer engagement and transparency with the Appointment Assistant.

Einstein Recommendation Builder

Create custom recommendation models, combining any two objects to drive recommendations that improve CSAT, revenue, and more. Surface these recommendations to agents in the console and to customers in a self-service portal with Einstein Next Best Action.

Learn more about Einstein Recommendation Builder.

Field Service: Appointment Assistant

Appointment Assistant enhances customer engagement and transparency by letting customers know when help is on the way. This feature removes the 4-hour wait window and gives customers real-time updates on the channel of their choice, such as SMS or a self-service portal.

Learn more about Field Service: Appointment Assistant.

Resources

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Source: Trailblazer Community Impact Survey 2019