Configuring Enjo
AI Agent Knowledge

Salesforce cases

2min

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

Steps:

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'.



Document image


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.

Document image


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”.

Document image


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