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Salesforce Case to Quote Using AI

Gary Moore · November 21, 2024 ·

Quickly identify and process customer Quote requests coming into your Salesforce Org from your website Case Form. This AWS/Claude Powered Generative AI solution allows a Human In the Loop using Slack to approve and process the Agent to handle the Case to Quote request.

The Agent identifies Cases with Quote Requests, then generates a Salesforce Quote using the information provided by the customer.

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