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在漏斗检查中获取 AI 生成的交易见解
无需搜索电子邮件或通话记录,即可快速了解交易活动并识别阻止因素。使用 AI 获取即时交易概览,汇总最近会议,并使用建议按钮或特定问题准备后续行动。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
无需搜索电子邮件或通话记录,即可快速了解交易活动并识别阻止因素。使用 AI 获取即时交易概览,汇总最近会议,并使用建议按钮或特定问题准备后续行动。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Developer Edition,带有适用于销售的 Agentforce 或适用于行业的 Agentforce 加载项,或包含在 Agentforce 1 Sales 或行业版本中。需要每个用户拥有适用于销售的 Agentforce 或适用于行业的 Agentforce 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 要使用 AI 交易见解: | Agentforce 客户管理 |
要获取交易见解,请打开侧面板并单击这些见解中的任何一个。
此图像显示了当您单击漏斗检查侧面板中的交易汇总时,销售客服人员面板会生成交易汇总。
查看销售客服人员面板中 AI 生成的响应。这些响应从您的业务机会数据、通话记录和电子邮件历史记录中综合而来,以提供基础性的相关回答。

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