AI-Driven Customer Engagement Using

Enable smooth transition from chatbot to live agents to improve customer support and response quality.

Integrate chatbot interactions with Salesforce CRM to support lead generation and backend data management.

Design and deploy an AI-driven chatbot using Salesforce Einstein Bot to handle customer queries efficiently.

Capture essential customer information during conversations to support personalized engagement and lead qualification.

Manual and fragmented customer interactions led to missed lead opportunities.

Lack of automation in collecting customer details reduced lead quality and follow-up effectiveness.

Customer engagement was inconsistent across channels, impacting user experience.

Disconnected systems caused inefficiencies in managing leads and customer data.

Implemented Salesforce Einstein Bot integrated with Salesforce CRM using Apex and REST APIs to ensure seamless data flow.

Used Salesforce Flows to collect, store, and manage customer details directly from chatbot interactions.

Enabled live chat support through Salesforce Service Cloud with Omni-Channel routing for real-time agent handoff.