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Email 2 Case AI

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Email 2 Case AI automatically analyzes incoming communications with AI, identifies their category, priority and tone, generates a summary of the content and assigns them to Customer Service teams using your existing Salesforce rules. A 100% Salesforce-native solution to speed up case handling and improve operational efficiency.

Overview

Product details

Email 2 Case AI is a solution built entirely on the Salesforce platform that leverages the most advanced Artificial Intelligence capabilities to automate and optimize the management of inbound emails in Customer Service processes.

Natively integrated with Salesforce through Email Services, the solution automatically captures communications from company mailboxes and analyzes their content with advanced AI models. The goal is to turn every email into structured information that business processes can use immediately, eliminating the manual work of reading, classifying and routing.

The solution can:

  • Automatically identify and classify the type of request based on the categories and classifications already configured in Salesforce;
  • Analyze the tone and sentiment of the communication (positive, neutral, negative, urgent, critical, etc.);
  • Generate a concise, contextual summary of the email content;
  • Extract relevant information useful for handling the case;
  • Determine the priority and level of attention the communication requires.

Once the analysis is complete, the system automatically applies the assignment and routing rules already configured in the Salesforce Org, directing the request to the most appropriate team, queue or agent based on skills, service area, request type or any other logic defined by the company.

As a 100% Salesforce-native solution, it automatically inherits the security model, permissions, data governance and operational configurations already present in the platform, ensuring full compliance with business processes and significantly reducing implementation time and costs.

Features

What it does

Email reception

Emails are captured automatically through Salesforce Email Services, with no need for external integrations or systems. Every communication is logged and made available for automatic processing.

Sensitive content anonymization

Configure the AI to automatically identify and mask confidential data in emails — such as personal information, financial data or sensitive references — for greater compliance with company policies and privacy regulations.

AI content analysis

AI analyzes the email text, understanding its content, context and the goal of the request, turning unstructured information into data that business processes can use.

Automatic classification

The request is classified according to the categories and taxonomies configured in Salesforce, enabling consistent, standardized handling of communications.

Tone and priority analysis

The AI identifies the tone of the communication (positive, neutral, critical, urgent, etc.) and determines its priority level, making it easier to manage the most important requests.

Summary generation

A concise summary of the email content is created automatically in the chosen language, regardless of the language used in the email, letting agents quickly grasp the context of the request.

Case creation and enrichment

The solution automatically creates or updates the associated Salesforce record, populating classifications, priority, summary and metadata extracted by the AI.

Automatic routing

The Salesforce assignment rules already configured in the org are applied automatically to route each request to the most appropriate team, queue or agent.

Customer Service

Agents receive requests that are already classified, prioritized and contextualized, reducing handling times and increasing service efficiency.

Benefits

Why choose it

User Experience

  • Complete automation of the email triage process
  • Intelligent AI-based classification of requests
  • Analysis of the tone and sentiment of communications
  • Automatic generation of summaries and metadata
  • Automatic routing and assignment to Customer Service teams
  • Use of existing Salesforce rules with no duplicate configuration
  • Reduced handling and response times
  • Improved service quality and customer experience
  • Higher agent productivity thanks to the elimination of manual tasks

Admin Experience

  • Configure multiple Salesforce Email Services, each with dedicated rules and processes
  • Define different Case creation methods for each type of request
  • Select the fields and classifications the AI uses to categorize emails
  • Customize the meaning of classification values to improve the accuracy of the analysis
  • Configure the standard and custom fields to populate automatically on the Case
  • Generate automatic summaries in a predefined company language, regardless of the email's language
  • Set default values for fields such as Origin, Priority, Status and other Case attributes
  • Decide whether to automatically include received attachments when creating the Case
  • Apply existing Salesforce Assignment Rules for automatic routing of requests
  • Adapt the solution's behavior to different business processes with no custom development
  • Retain full control of configuration, security and governance directly in Salesforce
  • Update classifications, rules and configurations easily and centrally
Pricing

Plans and pricing

Email 2 Case AI

Email 2 Case AI

from€ 1.000per org / year
  • Email reception
  • Sensitive content anonymization
  • AI content analysis
  • Automatic classification
  • Tone and priority analysis
  • Summary generation
  • Case creation and enrichment
  • Automatic routing
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