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'.



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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.

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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”.

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

Updated 07 Nov 2024
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