Service Intelligence is a data-driven solution that displays key contact center
performance metrics. Determine whether you're meeting your customer service goals
with easy-to-understand data visualizations. Service Intelligence includes Data
Cloud, CRM Analytics, and Einstein Conversation Mining. The combination of customer
data, key performance indicators (KPIs), and AI help your service team improve
operations and reduce costs.
Required Editions
- Service Intelligence Considerations and Requirements
Use the information in this section to ensure your org is set up correctly before you begin installation. To support your installation and visualizations, review the requirements for Data 360, CRMA, and your industry data.
- Service Intelligence Setup
Use the Service Intelligence page to walk through the steps for Data 360 prerequisites, installation prerequisites, and then install Service Intelligence.
- Service Intelligence Data Refresh
The Service Intelligence dashboards rely on up-to-date data. When you install Service Intelligence, set a schedule to refresh the data hourly or daily. The refresh includes running the data transforms and updating the datasets.
- Service Intelligence Insight Components
Service Intelligence components provide a key contact center performance metric that can easily be embedded where you need it.
- Service Intelligence Dashboards
Service Intelligence dashboards are data-driven solutions that display key contact center performance metrics.
- Explore Service Intelligence Data in Tableau
The Service Intelligence dashboards contain rich data. But if you want a deeper dive into your data or to create your own visualizations, you can do so in Tableau.
