{"id":80273,"date":"2024-08-14T08:00:00","date_gmt":"2024-08-14T15:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=80273"},"modified":"2024-12-02T12:59:48","modified_gmt":"2024-12-02T20:59:48","slug":"zoomin-unified-knowledge","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/zoomin-unified-knowledge\/","title":{"rendered":"Salesforce and Zoomin on Data&#8217;s Critical Role in the AI Revolution for Customer Service"},"content":{"rendered":"\n<p><strong><em>Editor\u2019s Note:\u00a0<\/em><\/strong><em>Salesforce acquired Zoomin on November 1, 2024.<\/em><\/p>\n\n\n\n<p>Many service agents and mobile workers find it increasingly hard to meet <a href=\"https:\/\/www.salesforce.com\/news\/stories\/customer-service-statistics-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">rising customer expectations<\/a>. Nearly four in five service organizations (79%) have <a href=\"https:\/\/www.salesforce.com\/news\/stories\/customer-service-statistics-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">invested in AI<\/a> to scale service and meet these ever-increasing demands. And these investments are paying off \u2014 <a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-service\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">87% of service decision makers<\/a> with <a href=\"https:\/\/www.salesforce.com\/artificial-intelligence\/what-is-generative-ai\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">generative AI<\/a> say the technology has helped them better serve customers.<\/p>\n\n\n\n<p>But these AI investments are only as good as the data supporting them. More than 75% of executives say they\u2019re <a href=\"https:\/\/www.accenture.com\/content\/dam\/accenture\/final\/a-com-migration\/thought-leadership-assets\/accenture-built-to-scale-pdf-report.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">struggling<\/a> to scale AI, largely due to <a href=\"https:\/\/www.salesforce.com\/blog\/what-are-data-silos\/\" target=\"_blank\" rel=\"noreferrer noopener\">disconnected systems and siloed data<\/a>.&nbsp;<\/p>\n\n\n\n<p>That\u2019s one reason Salesforce partnered with <a href=\"https:\/\/www.zoominsoftware.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoomin<\/a> to launch <a href=\"https:\/\/www.salesforce.com\/news\/stories\/unified-knowledge-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Unified Knowledge<\/a>, a powerful tool that integrates an organization\u2019s knowledge data from disparate third-party systems \u2014 like SharePoint, Confluence, Google Drive, and company websites \u2014 into Salesforce.&nbsp;<\/p>\n\n\n\n<p>This aggregated information helps autonomous <a href=\"https:\/\/www.salesforce.com\/service\/ai\/agents-guide\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">AI agents<\/a> and assistants deliver accurate, relevant, and trusted responses that are personalized to every customer\u2019s specific needs and preferences because they are grounded in an enterprise\u2019s proprietary data. Additionally, it gives service teams who handle more complex cases easy access to the resources they need to provide fast, personalized customer experiences. With Unified Knowledge, customers can also quickly resolve issues themselves using self-service bots that deliver relevant and comprehensive answers to their questions.<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--einstein\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tGet Started with Unified Knowledge.\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p><\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/unified-knowledge-quick-look\/get-started-with-unified-knowledge\" target=\"_blank\">\n\t\t\t\t<span>TAKE THE TRAIL<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-einstein\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png\"\n\t\talt=\"Illustration of einstein\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<p><strong>Go deeper: <\/strong><a href=\"https:\/\/www.linkedin.com\/in\/kishanchetan\/\" target=\"_blank\" rel=\"noreferrer noopener\">Kishan Chetan, EVP and GM of Salesforce Service Cloud<\/a>, recently sat down with Zoomin <a href=\"https:\/\/www.linkedin.com\/in\/gal-oron-6857902\" target=\"_blank\" rel=\"noreferrer noopener\">CEO and Co-founder Gal Oron<\/a> to discuss AI\u2019s role in the future of service and how their new partnership is helping service organizations keep pace with evolving customer expectations. Here\u2019s what they discussed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The AI revolution is a data revolution: <\/strong>Great AI needs quality data. If businesses want to get the most of their AI investments, they need to ensure their vast \u2014 often disparate \u2014 proprietary enterprise knowledge is easily accessible.\n<ul class=\"wp-block-list\">\n<li>\u201cGreat AI needs great knowledge. For example, for AI agents to be useful, they need to have knowledge of the products, services, an organization\u2019s policies [&#8230;] and the reality of the matter is that knowledge is just not in one place. Bringing it all together and providing the right [AI-powered insights] is crucial,\u201d said Chetan.&nbsp;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Autonomous AI agents are transforming customer service and can drive business growth: <\/strong>Trained on an organization&#8217;s unique policies and procedures, autonomous AI service agents can now join forces with human workers to improve customer service, handling tasks like processing returns or looking for upselling opportunities.\n<ul class=\"wp-block-list\">\n<li>\u201cA world with digital agents powered by AI, powered by knowledge, that are working alongside human agents to provide truly differentiated service [&#8230;] really helps move service from being a cost center to more of a profit center,\u201d Chetan continued.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Scaling self-service with AI will be key to customer retention and success: <\/strong>AI, grounded in trusted data and knowledge, will be critical to helping customers find accurate answers, troubleshoot issues, and resolve customer cases quickly. <strong>&nbsp;<\/strong>\n<ul class=\"wp-block-list\">\n<li>\u201cIf you don\u2019t offer compelling self-service, then you\u2019re getting left behind,\u201d Chetan said. \u201cAI is going to be a key part of self-service \u2014 giving trusted answers will be crucial to the success of AI.\u201d<\/li>\n\n\n\n<li>\u201cWith Zoomin, now every Salesforce customer has an Einstein that\u2019s grounded in their trusted, proprietary knowledge to provide detailed, comprehensive, and personalized responses to customers\u2019 inquiries.\u201d \u2014 Gal Oron, CEO and Co-founder, Zoomin<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/NLXa8h6wurfa1Zyk28X8cT.jpg\"  data-uuid=\"NLXa8h6wurfa1Zyk28X8cT\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><figcaption class=\"wp-element-caption\">Watch the full discussion with Kishan Chetan, EVP and GM of Service Cloud, and Gal Oron, CEO and Co-founder of Zoomin, <a href=\"https:\/\/www.salesforce.com\/plus\/specials\/how-to-provide-ai-first-service-in-2025\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a> on Salesforce+<\/figcaption><\/figure>\n\n\n\n<p><strong>More on Unified Knowledge<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unified Knowledge amplifies capabilities such as:\n<ul class=\"wp-block-list\">\n<li><strong>Knowledge Answers in Bots: <\/strong>Automatically generates answers to customer inquiries within a bot, based on a company\u2019s complete internal and external knowledge base.&nbsp;<\/li>\n\n\n\n<li><strong>Einstein Copilot for Mobile Workers:<\/strong> With Einstein Copilot and Unified Knowledge, mobile workers can get instant responses to questions, sourced from the full slate of a company\u2019s organizational knowledge.&nbsp;<\/li>\n\n\n\n<li><strong>Search Answers:<\/strong> Generates answers to both agent and customer questions grounded in a company\u2019s trusted knowledge base and surfaced within a customer portal or agent console.&nbsp;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In addition to <a href=\"https:\/\/www.salesforce.com\/service\/cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Service Cloud<\/a>, Unified Knowledge can also collect and integrate information into <a href=\"https:\/\/www.salesforce.com\/service\/field-service-management\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Field Service<\/a>, <a href=\"https:\/\/www.salesforce.com\/sales\/cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a>, <a href=\"https:\/\/www.salesforce.com\/healthcare-life-sciences\/health-cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Health Cloud<\/a>, and <a href=\"https:\/\/www.salesforce.com\/financial-services\/cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Services Cloud<\/a>.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/2jd5P5JmfnyvvnWbwWd4Eg.jpg\"  data-uuid=\"2jd5P5JmfnyvvnWbwWd4Eg\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><\/figure>\n\n\n\n<p><strong>Customer perspective:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&#8220;In our indicative tests, service replies that would take approximately 15 minutes to compile are now taking under a minute, and instead of having to search in multiple repositories, personalized answers are right there in front of the user,\u201d said Amir Weingrod, Senior Manager of Business Systems at Unity.\n<ul class=\"wp-block-list\">\n<li>\u201cThe big challenge was how to inject our own knowledge, which resides in multiple external repositories to fuel all of that goodness. Luckily, with our partners at Salesforce and Zoomin, Unified Knowledge allowed us to do just that. Our corporate knowledge sources are being used to ground Einstein, turning our knowledge into an essential productivity booster and revenue driver,\u201d Weingrod continued.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>In our indicative tests, service replies that would take approximately 15 minutes to compile are now taking under a minute, and instead of having to search in multiple repositories, personalized answers are right there in front of the user.<\/p>\n<cite>Amir Weingrod, Senior Manager of Business Systems at Unity<\/cite><\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-learn-more-nbsp\"><strong>Learn more<\/strong>:&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check out the <a href=\"https:\/\/www.salesforce.com\/plus\/experience\/salesforce_ai_day\/series\/salesforce_ai_day\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Smarter Service Starts With Knowledge event<\/a> on Salesforce+<\/li>\n\n\n\n<li>Explore how to increase productivity with <a href=\"https:\/\/www.salesforce.com\/products\/service-cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Service Cloud<\/a><\/li>\n\n\n\n<li>See what best practices and insights service leaders are sharing in the <a href=\"https:\/\/trailhead.salesforce.com\/trailblazer-community\/groups\/0F93A00000020tYSAQ?tab=discussion&amp;sort=LAST_MODIFIED_DATE_DESC&amp;_ga=2.164071352.684089722.1723144269-806083367.1708994525\" target=\"_blank\" rel=\"noreferrer noopener\">Serviceblazer Commmunity<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Editor\u2019s Note:\u00a0Salesforce acquired Zoomin on November 1, 2024. Many service agents and mobile workers find it increasingly hard to meet rising customer expectations. Nearly four in five service organizations (79%) have invested in AI to scale service and meet these ever-increasing demands. And these investments are paying off \u2014 87% of service decision makers with [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":80278,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1728],"sf_theme":[1916],"sf_topic":[1737,2798],"sf_product":[1772,2363],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[],"class_list":["post-80273","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-snapshots","sf_theme-artificial-intelligence","sf_topic-artificial-intelligence","sf_topic-data","sf_product-agentforce-service","sf_product-customer-360","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Salesforce and Zoomin on Data&#039;s Critical Role in the AI Revolution for Customer Service - Salesforce<\/title>\n<meta name=\"description\" content=\"Editor\u2019s Note:\u00a0Salesforce acquired Zoomin on November 1, 2024. Many service agents and mobile workers find it increasingly hard to meet rising customer\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/news\/stories\/zoomin-unified-knowledge\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce and Zoomin on Data&#039;s Critical Role in the AI Revolution for Customer Service\" \/>\n<meta property=\"og:description\" content=\"Editor\u2019s Note:\u00a0Salesforce acquired Zoomin on November 1, 2024. 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