Setup Salesforce Ticketing

Enjo can connect with Salesforce and lets you create and handle support cases directly in your chat. Users can create Salesforce cases, add comments, get updates, and perform any request actions on Salesforce cases

Step 1: Log in to Enjo dashboard - click on the AI agent studio menu item. Click on the AI agent, head over to the 'Ticketing' tab, and click on the "+ Configure Ticketing" button in the top right corner.



Step 2: Choose "Salesforce Cases" from the Apps list

If you haven't yet linked your Salesforce account, please refer to the following:

Step 3: Choose the Salesforce connection and click on the "Next" button.

Step 4: Add the relevant request types from Salesforce to the Enjo AI agent under Request Types

Step 5: Configure how you want to create user requests under Request Handling Behaviour

Step 6: Configure how you want to triage the incoming requests in the Triage Behaviour

The AI agent is now set up to create and handle Salesforce cases and also sync in real-time with your chat conversations.