Build rich, dynamic process automation for every step of the customer service experience.

Streamline the way customer service is delivered by using visual, point-and-click tools to design and deploy automated processes.

Design any process with drag-and-drop ease.

Easily design processes with a point-and-click interface that lets you orchestrate workflows, create and update records, log calls, send emails, integrate with third-party systems, and more.

Embed processes in engaging digital experiences.

Create a great customer service experience by giving customers access to business processes in their self-service channels. Make it easy for your contact center agents to pick up where the customer left off and resolve the request at any point in the support process.

Make complex service processes simple.

Help new agents onboard faster and ensure compliance with regulation by automating day-to-day processes. Recommend actions and guide agents through processes with dynamic screens that adapt as they move through each step of any process.

Deliver AI-powered contextual recommendations.

Combine your business rules and predictive models to surface the right offer at the right time in any self-service experience for every customer with Einstein Next Best Action. Unlock insights from your data — both Salesforce data and third-party data — to deliver recommended actions, real time, right in the agent workspace.

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Customer Service Tools and Features from Salesforce