Customer Experience
Customer Experience combines AI capabilities with secure delivery patterns so teams can engage customers in guided, context-aware interactions.
Agents manage customer facing experiences, like quote rooms, chat-based support, checklists and onboarding flows, with access to relevant record context and knowledge. Customers get personalized, interactive experiences that are directly embedded into their digital journey, whether that's a web portal, mobile app, or Salesforce-powered community.
View customer activity in rooms.
Core capabilities
- Embed AI experiences into web and Salesforce-adjacent workflows.
- Power self-service experiences with knowledge-backed assistance.
- Support secure room models for onboarding, quoting, and support collaboration.
- Deliver personalized interactions using controlled session context.
Typical outcomes
- Faster customer response and resolution cycles.
- More consistent digital journeys across onboarding and support moments.
- Improved trust through secure access and auditable interaction flows.
Operational model
- Experiences are connected to runtime, knowledge, and data context controls.
- Session and access policies govern participation and delivery boundaries.
- Teams can configure reusable interaction patterns without custom app rewrites.