Efter en webchat eller afslutningen af mailudvekslingen opdaterer kvalificeringsagenten emneregistreringen med en vurdering. Kvalificeringsagenten genererer også et sammendrag, der inkluderer grundlaget for vurderingen og en foreslået handling for sælgeren.
EditionsHeading
Tilgængelig i: Lightning Experience i versionerne Enterprise, Performance og Unlimited med Einstein til salg.
Standardafsnit i kvalifikationssammendraget inkluderer.
Vurdering og logik for emnevurderingen.
Kanal - web- eller mailsamtaler.
Antal interaktioner.
Hvis nogen af de påkrævede felter (defineret under guidet konfiguration) ikke er udfyldt på emneregistreringen.
Foreslået handling for brugeren.
Sammendrag af samtalen
Nøgleindsigter
Brugerinputs inkluderer.
Ideel kundeprofil
Meddelelsessession
Emneregistrering
Påkrævede felter
Bemærk Du kan opdatere sammendragets struktur og indhold ved at opdatere meddelelsen Kvalificer emne.
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