AI Agents
AI Agent Ticketing
Setup Salesforce Ticketing
2min
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 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 '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 for connection salesforce cases salesforce cases docid\ od vf0 nz6ijdhmkxmm2m for connecting the salesforce sandbox salesforce sandbox docid\ aruhz7yol131v 4mh7p6p 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 docid\ tqhksgfw1eut5nu5kpiut step 5 configure how you want to create user requests under request handling behaviour docid\ naclyx ykxjmik0bgy9z step 6 configure how you want to triage the incoming requests in the triage behaviour docid\ uxb 86c1ugwy3nqsxu4u3 the ai agent is now set up to create and handle salesforce cases and also sync in real time with your chat conversations