Salesforce

Salesforce Email-to-Case and Einstein Copilot: Innovating Customer Interaction with Sentiment Analysis

Objective

A leading Insurer’s customer support team faced challenges in managing and responding to a high volume of emails. They required expert consultation and implementation services for an integrated platform, so they reached out to Exavalu.

Services Offered

01

Implementation

02

Sentiment Analysis

Challenges

The client’s customer support team had to manually process emails, consolidate, and
summarize all the information which led to higher response times. Besides, the quality
of responses was inconsistent and varied in verbiage and tone. As a result, their team
faced difficulty in accurately gauging customer sentiment from emails, affecting overall
customer satisfaction.

How Exavalu Drove Change

Our solution leveraged Salesforce Email-to-Case service, integrated with the GenAI capabilities of Einstein Copilot to perform sentiment analysis and generate automated responses. The key components of the solution include:

    • Email-to-Case Service: Automatically logs incoming customer emails as Cases in Salesforce.
    • Sentiment Analysis: Einstein Copilot analyzes the sentiment of each email and categorizes it as “satisfied”, “dissatisfied” or “neutral”.
    • Automated Responses: Based on the sentiment analysis, Einstein Copilot generates a customized response, which focuses on converting the sentiment quotient to “satisfied”, and sends the email as per preferences set for the customer.
    • Agent Involvement: Customer Service Agents can review and modify the responses generated, adding their expertise before sending the final reply.
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