Empower your team with AI-driven Lightning Web Components
Designed to boost Case management process within Salesforce.
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OhanaAI Benefits
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Reducing Case Resolution TimeBy harnessing the power of AI, OhanaAI enables your support teams to swiftly understand and address customer issues, resulting in faster resolutions and happier customers. -
Boosting Customer Satisfaction73% of customers expect service reps to understand their specific needs - personalized responses and quick resolutions create a positive customer experience. -
Improved Knowledge ManagementUtilize insights from closed Cases to build a rich Knowledge Base, elevating the professionalism and expertise of your service teams. -
Customisable Solution & ScalabilityOhanaAI provides customizable solutions for your Salesforce organization, aligning with your unique service needs and branding for a personalized customer experience.
OhanAI Components
Similar Cases
Are your service reps exhausted from manually searching for similar cases in Salesforce to quickly address new issues?
Enable them to easily access related Case records directly within the Case they’re handling, allowing them to gain insights from previous resolutions and find solutions more efficiently.
Enable them to easily access related Case records directly within the Case they’re handling, allowing them to gain insights from previous resolutions and find solutions more efficiently.
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Swift Detection of Similar Case Records
Analyzes data from specified Case fields and similarity scores to quickly identify related Case records. - Seamless Access on Case Record Page
Provides access to Cases similar to the one you are currently working on, directly on the Case record page, enabling convenient navigation. - Increased Support Teams Efficiency
Empowers agents to deliver informed solutions by utilizing previously resolved Cases, improving your service team's KPIs.
Case Emails & Comments Summary
Slow understanding of customer issues, miscommunication during Case transfers, and unclear messages from service reps can frustrate customers.
Use the Case Emails and Comments Summary to generate replies and summarize conversations directly, speeding up resolution and maintaining service quality.
Use the Case Emails and Comments Summary to generate replies and summarize conversations directly, speeding up resolution and maintaining service quality.
- Gaining Insights into Case Emails and Comments
Get insights from ongoing communication with customers or service teams to quickly understand each Case. - AI-Driven Response Generation
Create emails and comments replies powered by AI, utilizing customer interactions, Case history, and your organization's Knowledge Base. - Customized and Branded Replies
Allow support agents to select their preferred Tone of Voice for replies and personalize the generated content prior to sending.
Knowledge Wizard
Developing and keeping an up-to-date Knowledge Base populated with useful insights is a challenging and time-consuming task.
Knowledge Wizard streamlines the process with AI generative models to analyze closed Cases, extract key solutions, and produce Knowledge Articles within your Salesforce.
Knowledge Wizard streamlines the process with AI generative models to analyze closed Cases, extract key solutions, and produce Knowledge Articles within your Salesforce.
- Extracting Case Solutions From Customer Interactions
Utilize Case Emails and Comments, or share your own Workaround guidance to generate comprehensive Solution and Workaround content for Knowledge Articles. - Effective Knowledge Base Management
Run Knowledge Wizard with just a few clicks directly on the Case record to save resolution insights for future guidance—everything is automatically processed based on your selected Case details. - Setup Wizard for your Knowledge Base
The Knowledge Wizard is a configured solution, enabling you to utilize Knowledge seamlessly with custom Knowledge Base objects in your Salesforce environment.
We're Here For You
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Installation
Get seamless installation support from our team to keep OhanaAI running smoothly.
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Customization
Tailor OhanaAI to meet your needs and produce content that perfectly aligns with your brand.
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Support
Receive ongoing support for your OhanaAI journey to maximize your solution's benefits.
86% of reps find AI tools for CRMs valuable for improving customer service.
Don’t fall behind—upgrade your service teams today!
Don’t fall behind—upgrade your service teams today!
86% of reps find AI tools for CRMs valuable for improving customer service.
Don’t fall behind—upgrade your service teams today!
Don’t fall behind—upgrade your service teams today!
FAQ
FAQ
We leverage OpenAI's generative models via APIs.
No, OpenAI confirms that they do not use customer data provided through the API to train their models or to develop or improve their services. They have specific policies regarding data storage and deletion.
All data is securely stored within your Salesforce org and temporarily in an isolated OhanaAI tenant on a dedicated server located in the UK. If needed, we can also deploy solutions on your organization’s servers or provision a dedicated server exclusively for your use, giving you full control over your data.
We ensure data security by storing all input, output, and usage data in an isolated tenant on a server in the UK. This setup complies with UK data protection laws and adheres to regulations like the UK Data Protection Act and GDPR.
Upon termination of our services, Code Ohana will either delete or return your data in accordance with our service agreements.
Detailed terms regarding data handling are outlined in our service agreement documentation.
Detailed terms regarding data handling are outlined in our service agreement documentation.
OhanaAI is only available in the Enterprise, Unlimited, and Performance editions of Salesforce. It primarily operates within the Salesforce Service Cloud.
OhanaAI, as a Salesforce package utilizing native Lightning Web Components (LWC), integrates seamlessly into your Salesforce organization without conflicting with other packages or functionalities.
To use OhanaAI components, Lightning Knowledge must be enabled with assigned Knowledge User Licenses and at least 'Create' and 'Read' permissions. Additionally, access to the Case object and permissions to send Emails and create Comments are required.
To use OhanaAI components, Lightning Knowledge must be enabled with assigned Knowledge User Licenses and at least 'Create' and 'Read' permissions. Additionally, access to the Case object and permissions to send Emails and create Comments are required.
OhanaAI components display only the Case data that the current user has permission to access, following the organization’s sharing settings and leveraging Case object permissions for Emails and Comments.
