Salesforce cases

Enjo AI Agents can train on Salesforce cases to answer customer queries.

Step 1: Log in to Enjo dashboard - click on the AI agent Studio menu item. Click on the AI agent, head over to the 'Knowledge' tab, click on the ‘Add data’ option, and choose 'From external app'.



Step 2: Select Salesforce cases from the drawer that opens up.

If you haven't yet linked your Salesforce account, please read more here

Step 3: Now in Enjo, choose the Salesforce case connection and click on next.

Step 4: Enter the SOQL filter and click on “Get count”. Once you have the count of the document which are going to be indexed, click on “Start Indexing”.

Enjo will now train on your Salesforce cases. You will be able to see the indexed files under the 'Knowledge Sources' tab.