Salesforce Self-Service makes it easy for your customers to take action and find answers on their own any time without help from a service agent, your customers can access a branded self-service portal from any device. Easily complete processes like securely applying for a credit card or scheduling an appointment, engage in a self-service community to get help from others and access knowledge articles to get answers fast.
You can build a bridge experience quickly with out-of-the-box templates, drag-and-drop components and trusted third-party features to fit any customer need and because it’s built on the Salesforce platform anything you’ve developed or integrated on Salesforce can be delivered to your customers with a few clicks. So they can do on their own what your agents were able to do before.
Artificial intelligence shows your customers the articles, experts and recommendations that are relevant to them, and it’s natively integrated with Service Cloud so customers can initiate a chat if they need more support.
A Chatbot handles common questions and task and seamlessly hands off to an agent if needed. Agents have full context of customer activity, seeing articles they have clicked on and post they’ve made, which saves time for them and the customer and you can track your progress in real-time with pre-built reports and dashboards while giving your customers a better more personalised service experience.
Contact us to get started and build a seamless experience for your customers with Salesforce Self-Service.