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            Improve Operations with Service Intelligence

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            Improve Operations with Service Intelligence

            Service Intelligence is a data-driven solution that displays key contact center performance metrics. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Intelligence includes Data Cloud, CRM Analytics, and Einstein Conversation Mining. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.

            Required Editions

            View supported editions.
            • Service Intelligence Considerations and Requirements
              Use the information in this section to ensure your org is set up correctly before you begin installation. To support your installation and visualizations, review the requirements for Data 360, CRMA, and your industry data.
            • Service Intelligence Setup
              Use the Service Intelligence page to walk through the steps for Data 360 prerequisites, installation prerequisites, and then install Service Intelligence.
            • Service Intelligence Data Refresh
              The Service Intelligence dashboards rely on up-to-date data. When you install Service Intelligence, set a schedule to refresh the data hourly or daily. The refresh includes running the data transforms and updating the datasets.
            • Service Intelligence Insight Components
              Service Intelligence components provide a key contact center performance metric that can easily be embedded where you need it.
            • Service Intelligence Dashboards
              Service Intelligence dashboards are data-driven solutions that display key contact center performance metrics.
            • Explore Service Intelligence Data in Tableau
              The Service Intelligence dashboards contain rich data. But if you want a deeper dive into your data or to create your own visualizations, you can do so in Tableau.

            See Also

             
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