Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Energy & Utilities Cloud
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Identify Callers in Energy & Utilities Contact Center Console

          Identify Callers in Energy & Utilities Contact Center Console

          The Energy & Utilities Contact Center Console​​ now includes enhancements that reduce the time to value for your customer support team and fosters customer satisfaction.

          Where: Energy & Utilities Contact Center Console​ is delivered in a reference org that's preinstalled with the Salesforce Industries Communications, Media, and Energy​ managed package and Energy & Utilities Contact Center Console​​ components.

          Who: To use the application, you need the Energy & Utilities Base Service license. To use the Identity Verification feature you need the IndustriesServiceExcellence, IndustriesServiceExcellenceAddOn, and IndustriesServiceExcellencePsl licenses.

          Why: Your customer support agents can use the enhancements in Energy & Utilities Contact Center Console for these tasks:

          • Verify the identity of the caller on incoming calls and seamlessly transition to the next steps in the workflow.
          • Receive the chat bot history of the caller to gather more context and reduce the time to value for the customer.
          • Immediately begin using chat with out-of-the-box configuration with the Utility Self Serve Portal and Omni-Channel routing.

          How: ​​

          • To migrate some or all of the Energy & Utilities Contact Center Console components to your regular orgs, update your orgs to the ​​Salesforce Industries Communications, Media, and Energy​​ ​Winter '23​​.
          • To set up and configure the Identity Verification feature, integrate Salesforce Open CTI in your org, and then follow the documentation in Identity Verification.
          • To use the Identity Verification feature, accept an incoming call in the Open CTI Softphone and follow the guided process.

           
          Loading
          Salesforce Help | Article