It’s an exciting time for knowledge workers. Many new work opportunities are opening up quickly in the AI-related workspace. Artificial Intelligence and the game-changing technology of generative AI are helping to create a range of new career options, starting from prompt engineers, and use case designers, to AI trainers. Our team of experts has compiled a list of a dozen new and upcoming AI-related roles, along with tips on how to prepare for these roles.
Everywhere. For everyone. Yes, that’s the scope of leveraging AI technologies in business. And that includes the job market as well.
The holistic view
According to a McKinsey report, generative AI has the potential to add over $4 trillion in value to the world’s economy pan-industry. This includes manufacturing, retail, financial services, telecom, construction, high tech, healthcare, and pharma. It will impact job functions such as sales, marketing, customer service, engineering, HR, and research and development.
While AI holds limitless promise for transforming businesses in the way they work, there is also an underlying current of uncertainty and fear around AI taking jobs away. In this article, we quash that myth and talk about how this new disruptive technology will, in fact, create a variety of new career opportunities for the global workforce. For instance, lucrative roles like prompt engineering, the art of creating effective prompts for GPT interfaces, and AI roles such as AI product manager are currently trending on popular job portals.
Salesforce recently sponsored an IDC-authored white paper where they surveyed 500 organizations that are currently using AI-powered solutions. The whitepaper concluded that over the next 12 months, we will witness a sharp rise in demand for data architects, ethical AI specialists, AI product designers, and AI solution architects. The report also predicts nearly 12 million new jobs will be created within the Salesforce ecosystem alone over the next six years. Now that’s a number business leaders and HR departments cannot ignore.
What you can do now
AI needs people to be at the helm of affairs for it to work effectively and deliver on the promise it holds. And the global workforce, across all levels across all industries, has the golden opportunity, at this very moment, to sharpen their existing skills and acquire new ones to grow with the economy.
The exciting thing about AI tools and solutions is that they are still in the early stages of deployment and are mostly democratized. So, if people have the will, they can learn on their own how to augment their current value. And the requisite resources are already there. Platforms such as Trailhead (from Salesforce), Coursera, Udemy, etc offer free and paid courses to certify you on AI-related skills.
AI will eliminate redundancy and create new roles
Let’s understand one thing very clearly. Yes, AI will probably eliminate repetitive tasks such as scheduling social media posts, going through resumes, examining data, answering common customer service questions, and composing and sending follow-up emails. But all this will free up a lot of time for workers to spend adequate time on strategic, creative, and productive tasks in their existing roles.
With the adoption of AI, workers will now have time to do actual work. If you’re a sales professional or work in customer service, you can now allocate more time to what matters – interacting with customers to nurture those relationships. If you work in marketing, you can spend more time crafting marketing strategies or working on creative projects. And if you work in legal or healthcare, you can leverage AI technology to research and analyze agreements or help interpret CT scans and X-rays.
While new AI jobs in engineering or data-related fields are obvious, new roles in healthcare, financial services, legal, construction, etc will evolve with the evolution of smart AI. AI will be like the sky, the background of everything else that happens over it.
12 new roles that may be created with the advancement in generative AI
Curious about AI and how it can augment your current skill set and role? Here are 12 opportunities to look out for. Some of these are already in the initial stages of existence while others are what our experts believe, will crop up in the near term. Do you see yourself in one of these in the future?
Prompt engineer
Prompt engineers are masters at composing prompts for AI tools such as GPT tools or chatbots. Writing great prompts is key to unlocking the effectiveness of generative AI. Some AI ambassadors refer to it as AI whispering. After all, you are basically guiding the AI tool to provide you with a creative answer to your prompt or question.
AI trainer
AI trainers work in the background to ensure the learning algorithms driving AI do what they are supposed to. AI gets better as it gets more and more data to play with. AI trainers prepare these data sets to teach the learning algorithms how to think and respond to user inputs (prompts) in a more human-like language. AI trainers also refine the data and direct engineering teams to achieve more relevant and accurate outcomes. In a nutshell, AI trainers teach AI tools on how to think, communicate, and be useful.
AI learning designer
As AI technology evolves rapidly (and we have only seen the tip of the iceberg), businesses will need workers to optimize individual learning at scale. AI learning designers assist businesses in training their workers on AI tools and systems, including training them on how AI copilots can complement their work. Not only that, they will go one step further to refine the very ways in which people learn. Businesses that have better learning frameworks and strategies will be in a better position to adapt to emerging AI technology.
AI instructor
As businesses continue to invest in AI tools and systems, they will also need people to train their employees on how to use them. AI instructors help people further their careers by teaching them the necessary AI skills even if they are currently not involved in AI. An AI instructor’s responsibilities include developing a curriculum, creating teaching methodologies, conducting hands-on classes, and providing a more holistic AI education.
Sentiment analyzer
While AI can understand and interpret natural language, it is still not human and does not possess empathy. AI cannot recognize nuances of language, particularly when we have so many, and cannot interpret human emotion. This is why a sentiment analyzer’s role is important. They leverage a sentiment analysis program to establish if data extracted from a public source such as social media comments or feedback is positive, neutral, or negative by identifying its emotional tone.
Stitcher
A stitcher’s role is a generic one. They use AI to stitch together a variety of skills across multiple roles into a single role. For instance, they leverage AI to combine modular apps and tools into a single workflow that delivers unique value to customers.
Interpersonal coach
This role, as the name suggests, is based on a soft skills development function. Interpersonal coaches help the digital workforce and the ones working with AI, to grow their interpersonal skills such as social intelligence, empathy, mindful listening, and managing face-to-face interactions. It’s similar to a soft-skills trainer, except that it's more focused on helping people who work in the background or mostly with computers.
Workflow optimizer
This role is critical for companies as it deals with the soul of any business – data. They leverage data and system intelligence to have a 360-degree view of a business and identify areas where AI could help workers be more productive. A workflow optimizer uses AI to analyze how people and teams work and identify productivity gaps to boost overall efficiency.
AI compliance manager
AI is still at a nascent stage and the regulations and guidelines are fluid and ever-changing. As they continue to get more refined and standardized, an AI compliance manager’s job is to make sure his company’s AI processes abide by existing regulations, guidelines, and ethical standards. They ensure that their organization’s data management practices are aligned with privacy laws and mitigate AI’s potential legal impact on the company.
AI security manager
AI technology can become dangerous if it gets into the wrong hands. The function of an AI security manager is to ensure AI systems are used with honesty and integrity. They also ensure sufficient guard rails are in place to protect against any threats and vulnerabilities.
Chief AI officer
The newest entrant in the C-suite league, the CAIO’s primary function is to guide and manage a holistic AI strategy for the organization. This includes ensuring the development and deployment of responsible and trusted AI systems across the organization.
Chief data and analytics officer
This role entails overseeing everything related to data and analytics in an organization. Depending on the size of the enterprise or the scale of AI being used by the company, this role is sometimes shared between two people, a chief data officer and a chief analytics officer.
How to prepare for new AI careers
With all of these AI opportunities opening up, it’s time to buckle up, commence training, and start having fun with some of the free AI tools. View these tools as someone who can help you to improve the way you work and how you do it.
With so many online learning platforms available at our fingertips, we can quickly start educating ourselves on AI-related technologies and upgrade our current skill set.
At Girikon, a Gold Salesforce Implementation Partner, we believe that if we embrace change and the opportunities that come with it, we open doors to new possibilities. The need of the hour is to be curious and bold. Connect with an expert today. Our team of certified Salesforce Consultants would be happy to guide you.
AI chatbots in Salesforce
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April 2, 2024
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Indranil Chakraborty
Salesforce Chatbot enables businesses to offer personalized and prompt service using AI-powered bots available natively in the CRM. Now you can supercharge customer case resolution with clicks not code by automating mundane, time-consuming tasks by linking AI with your CRM data. This empowers service teams to do more by leveraging AI-generated responses to customer queries.
Before going into how AI chatbots can be pivotal in customer service, let’s educate ourselves on the basics.
What is a chatbot?
A chatbot (derived from “chat robot”) is a software program that can simulate human conversation (voice or text) and can solve a problem. Businesses typically use chatbots to augment customer service to complement traditional service channels such as phone and email.
Just like software can be configured and customized in any way you want, chatbots can also be customized and used in ways that are aligned with your goals. We are already familiar with bots for customer service that are used with popular messaging platforms like SMS and WhatsApp.
With AI chatbots, users can interact with a computer program to find answers quickly. Most notably, chatbots can enhance customer relationships by responding to queries faster at their convenience by being available round the clock. With 24/7 availability to serve up responses, chatbots free up time for service teams so that they can work on more complex issues that require a touch of empathy.
How do chatbots work?
Chatbot development has evolved leaps and bounds over the last decade or so, as developers have adopted sophisticated techniques and technological advancements in machine algorithms to enable chatbots to contextually understand user questions and offer more useful responses.
While bots today still aren’t equipped to handle all user queries, they can easily respond to commonly asked questions or execute simple, repetitive tasks without any human intervention. One such example is when a chatbot parses customer input, identifies keywords or phrases, and then scans the organization's data to retrieve relevant articles based on those keywords or phrases.
Chatbots typically follow a pre-defined decision tree, which is why they are often referred to as rule-based chatbots. Rule-based chatbots execute pre-defined actions based on user input.
Rule-based chatbots are based on click actions, like a user responding with a binary input like a “yes” or “no,” or by recognizing specific keywords. You would have come across instances when you typed a question into a website’s pop-up box and got an answer that had no relevance to the question. That usually happens when although the chatbot recognized keywords in your input, it did not understand their context. This is where AI chatbots come in.
What is an AI chatbot?
The level of sophistication involved in chatbot technology cannot be overstated. With inbuilt natural language processing (NLP) capability, chatbots can engage in human-like conversations with users effortlessly. Engineering teams are relying on NLP to build AI chatbots that can understand human speech and text better. With NLP, it is now possible to better recognize user intent and consequently provide better, more intelligent responses.
With the latest disruptive tech of generative AI, chatbots can interpret context in written text, which allows it to work on its own. In simple terms, AI chatbots can understand language outside of pre-defined rules and offer responses by relying on existing data. This allows users to navigate the conversation and allows the bot to follow.
By drawing on huge data sets and the processing power of the machine, AI- chatbots can leverage deep learning algorithms to significantly improve their quality of understanding questions and offer more accurate responses.
When chatbots connect with technologies such as Large Language Models (LLMs) and NLP, they can train themselves to simulate human conversation better by:
Maintaining the context of the interaction.
Managing a personalized conversation.
Refining responses based on the changing customer needs.
AI chatbots get better with every interaction. They do this by connecting with deep learning algorithms and drawing on enormous amounts of conversational data stored in the CRM database.
3 Benefits of Using AI Chatbots in Salesforce:
Businesses, irrespective of size and the domain they operate in, can derive the benefits of process automation, particularly a function that delivers direct value to their customers. With chatbots, you are available to your customers round the clock, giving them 24/7 access to your business. They are also able to get quick responses to common questions anytime, from any device.
Reduce Human Intervention
As a business leader, you would be aware that not every customer query needs you to dedicate human resources to respond to that query. Just like a knowledge base or a library of FAQs in Service Cloud can offer relevant and accurate information to customers whenever they need it, a chatbot can automate this process by understanding their queries and serving up the right answers. Chatbots can be very useful in increasing the deflection rate of customer support cases.
Reduce Costs and Improve Productivity
Leveraging chatbots to automate mundane, repetitive tasks and straightforward processes gives your internal teams more time to focus on more critical and creative tasks. This leads to a significant reduction in manpower especially in your customer service teams.
The ROI of using a chatbot to free up agent time so that they can focus more on doing what’s most important- nurturing customer relationships, is a figure you cannot ignore. Your internal team performance will witness a significant improvement as well, since your service agents are focused on solving complex problems where human intervention is necessary, translating to higher-quality customer service. Time is a commodity that is available in limited quantity to every organization, and chatbots allow service teams to do more with less.
If you wish to scale up your business without the associated costs of additional resources, you should look at AI-powered chatbots. Entrusting many of the repetitive, mundane tasks across departments to an AI chatbot and having the provision to escalate a case to a human agent as and when required will boost the morale of your teams, improve staff retention, and allow them to shine in their work.
Customers Notice Innovation
Customers often compare 2 or more brands that offer the same products or services that they are looking for. And if your business is completely human powered it means customers sometimes will have to wait for their turn for a human agent to be available to get their issue resolved. If your competitor is offering chatbot-powered customer service which allows
customers to self-serve and find answers quickly, they will notice the difference in service availability which will compel them to choose the latter.
Let’s look at an example. A visitor to your website asks the chatbot for pricing information and more details about a particular product or service. The chatbot can immediately dive into Salesforce data and serve up the information instantly to the website visitor. Compare it with getting a message “Please wait a moment while we find an agent to talk to you.”
Let’s look at another scenario. The website visitor wants to book a demo to see how your product actually works. All he needs to do is type – “I want to book a demo”. The chatbot can immediately open a calendar for him to select a convenient time and date and once the visitor has made a selection, the bot can immediately check rep availability by diving into the booking system which is also connected to Salesforce, and then confirm the appointment. All this without ever leaving the chat conversation.
The use of chatbots in customer service has increased dramatically over the last 5 years and with the advancement in AI technology, it is going in only one direction.
Why Should You Consider an AI Chatbot for Salesforce?
Looking to invest in chatbot technology? Heard and read a lot about them and their benefits in the context of business but don’t know where to start? There are several ways of approaching this, with so many options available in the market. If you are starting out, the best way to do this is within your single source of truth – Salesforce.
And the reason is very simple. A Salesforce native chatbot can leverage customer data, product and service data, and knowledge base, to engage customers and serve up relevant and accurate answers. A Salesforce native chatbot can also trigger automations at appropriate events within Salesforce making it very productive and tightly aligned with your business goals.
Salesforce does come with AI-powered bots called Einstein Bots. Einstein Bots are powerful, and available out-of-the-box in Salesforce. They require a Service Cloud license along with a chat or messenger license with each license offering 25 bot conversations per user per month.
Einstein Bots also come with an inbuilt Salesforce Messaging App allowing businesses to engage in text conversations with customers via SMS and WhatsApp.
AI Chatbot from Salesforce is a powerful tool to re-imagine customer experiences, automate processes, and improve productivity. With round-the-clock availability and immediate responses, AI Chatbots from Salesforce transform the way businesses connect with their customers.
To learn more about AI Chatbots for Salesforce, connect with an expert today.
Managing the Risks of Generative AI
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March 27, 2024
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Indranil Chakraborty
Business leaders, lawmakers, academicians, scientists, and many others are looking for ways to harness the power of generative AI, which can potentially transform the way we learn and work. In the corporate world, generative AI has the power to transform the way businesses interact with customers and drive growth. The latest research from Salesforce indicates that 2 out of 3 (67%) of IT leaders are looking to deploy generative AI in their business over the next 18 months, and 1 out of 3 are calling it their topmost priority. Organizations are exploring how this disruptive technology of generative AI could impact every aspect of their business, from sales, marketing, service, commerce, engineering, HR, and others.
While there is no doubt about the promise of generative AI, business leaders want a trusted and secure way for their workforce to use this technology. Almost 4 out of 5 (79%) of business leaders voiced concerns that this technology brings along the baggage of security risks and biased outcomes. At a larger level, businesses must recognize the importance of ethical, transparent, and responsible use of this technology.
A company using generative AI technology to interact with customers is in an entirely different setting from individuals using it for private consumption. There is an imminent need for businesses to adhere to regulations relevant to their industry. Irresponsible, inaccurate, or offensive outcomes of generative AI could open a pandora’s box of legal, financial, and ethical consequences. For instance, the harm caused when a generative AI tool gives incorrect steps for baking a strawberry cake is much lower than when it gives incorrect instructions to a field technician for repairing a piece of machinery. If your generative AI tool is not founded on ethical guidelines with adequate guardrails in place, generative AI can have unintended harmful consequences that could back come to haunt you.
Companies need a clearly defined framework for using generative AI and to align it with their business goals including how it will help their existing employees in sales, marketing, service, commerce, and other departments that generative AI touches.
In 2019, Salesforce published a set of trusted AI practices that covered transparency, accountability, and reliability, to help guide the development of ethical AI systems. These can be applied to any business looking to invest in AI. But having a rule book on best practices for AI isn’t enough; companies must commit to operationalizing them during the development and adoption of AI. A mature and ethical AI initiative puts into practice its principles via responsible AI development and deployment by combining multiple disciplines associated with new product development such as product design, data management, engineering, and copyrights, to mitigate any potential risks and maximize the benefits of AI. There are existing models for how companies can initiate, nurture, and grow these practices, which provide roadmaps for how to create a holistic infrastructure for ethical, responsible, and trusted AI development.
With the emergence and accessibility of mainstream generative AI, organizations have recognized that they need specific guidelines to address the potential risks of this technology. These guidelines don’t replace core values but act as a guiding light for how they can be put into practice as companies build tools and systems that leverage this new technology.
Guidelines for the development of ethical generative AI
The following set of guidelines can help companies evaluate the risks associated with generative AI as these tools enter the mainstream. They cover five key areas.
Accuracy
Businesses should be able to train their AI models on their own data to produce results that can be verified with the right balance of accuracy, relevance, and recall (the large language model’s ability to accurately identify positive cases from a given dataset). It’s important to recognize and communicate generative AI responses in cases of uncertainty so that people can validate them. The simplest way to do this is by mentioning the sources of data which the AI model is retrieving information from to create a response, elucidating why the AI gave those responses. By highlighting uncertainty and having adequate guardrails in place ensures certain tasks cannot be fully automated.
Safety
Businesses need to make every possible effort to reduce output bias and toxicity by prioritizing regular and consistent bias and explainability assessments. Companies need to protect and safeguard personally identifying information (PII) present in the training dataset to prevent any potential harm. Additionally, security assessments (such as reviewing guardrails) can help companies identify potential vulnerabilities that may be exploited by AI.
Honesty
When aggregating training data for your AI models, data provenance must be prioritized to make sure there is clear consent to use that data. This can be done by using open-source and user-provided data, and when AI generates outputs autonomously, it’s imperative to be transparent that this is AI-generated content. For this declaration (or disclaimer), watermarks can be used in the content or by in-app messaging.
Empowerment
While AI can be deployed autonomously for certain basic processes which can be fully automated, in most cases AI should play the role of a supporting actor. Generative AI today is proving to be a powerful assistant. In industries, such as financial services or healthcare, where building trust is of utmost importance, it’s critical to have human involvement in decision-making. For example, AI can provide data-driven insights and humans can take action based on that to build trust and transparency. Furthermore, make sure that your AI model’s outputs are accessible to everyone (e.g., provide ALT text with images). And lastly, businesses must respect content contributors and data labelers.
Sustainability
Language models are classified as “large” depending on the number of values or parameters they use. Some popular large language models (LLMs) have hundreds of billions of parameters and use a lot of machine time (translating to high consumption of energy and water) to train them. To put things in perspective, GPT3 consumed 1.3 gigawatt hours of energy, which is enough energy to power 120 U.S. homes for a year and 700k liters of clean water.
When investigating AI models for your business, large does not necessarily mean better. As model development becomes a mainstream activity, businesses will endeavor to minimize the size of their models while maximizing their accuracy by training them on large volumes of high-quality data. In such a scenario, less energy will be consumed at data centers because of the lesser computation required, translating to a reduced carbon footprint.
Integrating generative AI
Most businesses will embed third-party generative AI tools into their operations instead of building one internally from the ground up. Here are some strategic tips for safely embedding generative AI in business apps to drive results:
Use zero or first-party data
Businesses should train their generative AI models on zero-party data (data that customers consent to), and first-party data, which they collect directly. Reliable data provenance is critical to ensure that your AI models are accurate, reliable, and trusted. When you depend on third-party data or data acquired from external sources, it becomes difficult to train AI models to provide accurate outputs.
Let’s look at an example. Data brokers may be having legacy data or data combined incorrectly from accounts that don’t belong to the same individual or they could draw inaccurate inferences from that data. In the business context, this applies to customers when the AI models are being grounded in that data. Consequently, in Marketing Cloud, if all the customer’s data in the CRM came from data brokers, the personalization may be inaccurate.
Keep data fresh and labeled
Data is the backbone of AI. Language models that generate replies to customer service queries will likely provide inaccurate or outdated outputs if the training is grounded in data that is old, incomplete, or inaccurate. This can lead to something referred to as “hallucinations”, where an AI tool asserts that a misrepresentation is the truth. Likewise, if training data contains bias, the AI tool will only propagate that bias.
Organizations must thoroughly review all their training data that will be used to train models and eliminate any bias, toxicity, and inaccuracy. This is the key to ensuring safety and accuracy.
Ensure human intervention
Just because a process can be automated doesn’t mean that’s the best way to go about it. Generative AI isn’t yet capable of empathy, understanding context or emotion, or knowing when they’re wrong or hurtful.
Human involvement is necessary to review outputs for accuracy, remove bias, to ensure that their AI is working as intended. At a broader level, generative AI should be seen as a means to supplement human capabilities, not replace them.
Businesses have a crucial role to play in the responsible adoption of generative AI, and integrating these tools into their everyday operations in ways that enhance the experience of their employees and customers. And this goes all the way back to ensuring the responsible use of AI – maintaining accuracy, safety, transparency, sustainability, and mitigating bias, toxicity, and harmful outcomes. And the commitment to responsible and trusted AI should extend beyond business objectives and include social responsibilities and ethical AI practices.
Test thoroughly
Generative AI tools need constant supervision. Businesses can begin by automating the review process (partially) by collecting AI metadata and defining standard mitigation methods for specific risks.
Eventually, humans must be at the helm of affairs to validate generative AI output for accuracy, bias, toxicity, and hallucinations. Organizations can look at ethical AI training for engineers and managers to assess AI tools.
Get feedback
Listening to all stakeholders in AI – employees, advisors, customers, and impacted communities is vital to identify risks and refine your models. Organizations must create new communication channels for employees to report concerns. In fact, incentivizing issue reporting can be effective as well.
Some companies have created ethics advisory councils comprising of employees and external experts to assess AI development. Having open channels of communication with the larger community is key to preventing unintended consequences.
As generative AI becomes part of the mainstream, businesses have the responsibility to ensure that this emerging technology is being used ethically. By committing themselves to ethical practices and having adequate safeguards in place, they can ensure that the AI systems they deploy are accurate, safe, and reliable and that they help everyone connected flourish.
As a Salesforce Consulting Partner, we are part of an ecosystem that is leading this transformation for businesses. Generative AI is evolving at breakneck speed, so the steps you take today need to evolve over time. But adopting and committing to a strong ethical framework can help you navigate this period of rapid change.
Technology is in a constant state of flux and Salesforce, the world’s leading CRM platform is on the front lines of innovation to bring transformative technology to businesses worldwide. Here is a look at how AI is poised to transform the way we work and a sneak peek into the disruptive power of generative AI.
AI will transform the future of work
Generative AI presents an exciting new opportunity for businesses to tap into the creativity and innovation of their workforce like never before. Here are 6 predictions from Salesforce leaders on what the future workplace will look like.
1. AI will transform how we imagine and measure human productivity.
According to a State of Work report published by Salesforce, 60% of business executives say their primary method to measure team productivity is by tracking work hours and email communications. But this is set to pivot around AI. With AI at the workplace, much of the mundane, repetitive work regarded as productivity inputs up until now will be replaced by AI.
In the months to come, companies will see a transformative shift in the way performance and productivity are measured by focusing on tangible outcomes such as products launched or leads generated. To achieve this, businesses will need to measure impact rather than measuring activity. Business leaders will have to clearly define the results they want and back their teams to align efforts in the backdrop of these clear goals.
2. AI will free up employee time for more meaningful work.
AI is on course to becoming the primary choice for automating workflows so that businesses can achieve full autonomy over the next year or so. There is huge potential for AI to automate mundane tasks across the organization, from marketing and pre-sales to order processing to customer support.
By identifying repetitive tasks and leveraging organizational data to drive intelligent predictions and generate automated next steps, AI is well placed to automate and optimize traditional work patterns to free up employee time to do more meaningful profitable work.
3. AI will offset a persistent and recurring challenge for businesses – Agent attrition.
Retaining customer service staff has been a thorn in the flesh for businesses. With generative AI, they can automate multiple aspects of customer service and boost the adoption of self-service, translating to a significant reduction in recruitment costs and an improvement in agent productivity.
4. Companies will leverage data and AI to boost productivity.
The average employee is fraught with information overload. Siloed data is responsible for over 10 wasted work hours every week. In the next months, businesses that adopt generative AI will see the real impact of this technology on how they work and interact with that data.
Companies have already started deploying AI-powered knowledge bases to drive self-service, assist field teams, and get more out of customer data. In the longer term, the productivity of teams will go up a few notches with more advanced generative AI capabilities like task automation and automated trends and insights.
5. The workplace will become smarter with AI.
Future-looking businesses have already adopted chatbots and AI-powered virtual assistants to simplify and augment customer service. Going forward, generative AI will also provide quick replies to inquiries, provide guidance to employees, and expedite service requests. It is predicted that AI will play a significant role in driving employee engagement, predicting the services they need to thrive before they even know they need them.
6. Businesses will adapt to an AI-driven re-imagined workplace.
Today’s top talent want more from their employer over and above a paycheck. To address this demand, organizations will invest more time and resources in creating a work culture that supports employees beyond the confines of the workplace. These investments will eventually translate to greater employee satisfaction (ESAT), higher employee retention, and overall success. Organizations that focus on these areas will lead the way.
Five ways generative AI is poised to reshape the future of business
Over 75% of business leaders say they are worried their organization is missing out on the promise offered by generative AI, not just in terms of what the technology can do, but the snowballing effect it can have on the industry. Here’s how some of Salesforce’s sharpest minds see the impact of generative AI in the coming year.
1. Generative AI will become fully operational across the enterprise.
Starting with empowering sales, marketing, and customer service teams, and writing code for engineering teams, AI will eventually impact every department. The next big leap will be when generative AI is leveraged not just for content generation, but analysis, decision-making, and business automation. With advances in AI and the wide adoption of chatbots and virtual assistants, businesses will see a marked improvement in efficiency across all workstreams.
And while initial Large Language Models (LLMs) will continue to be the backbone of generative AI, organizations will also start adopting custom, domain-specific language models for cost and latency benefits.
2. AI will transform every industry.
AI will be embedded into every layer of product engineering to deliver value to customers. Not just that, AI will also transform the way these products are built. By generative AI powered code development, engineering teams can improve their productivity and ability to focus on solving more complex problems. As products evolve, so will customer needs and preference. In short, AI will impact every aspect of the tech industry including market dynamics and customer behavior.
3. Generative AI will supercharge efficiency.
Advancements in semantic prompt processing, a machine learning technique in which a question written in natural language is interpreted by a machine will transform customer service. Companies will be able to deliver quick, personalized service at scale with AI using rich media such as images and video. This will set the stage for a more intuitive digital economy benefitting businesses as well as end users.
As AI grows more proficient at surfacing insights from organizational data regardless of their original structure, we will witness a surge in businesses adopting semantic prompt processing capabilities with the amalgamation of structured and unstructured data, such as sales figures and customer reviews, customer demographics, and social media activity.
4. Businesses will focus on customer-centric strategies
Today everything is digital – whether engaging with a chatbot, a mobile app, a website, or social media, and this includes generative AI. The value to the customer is the experience and its efficacy. To the business, the value is in the business outcome. The technology of generative AI is not the end in itself but a means to deliver that value to customers and businesses.
5. Embrace generative AI or perish
Gartner expects that by 2026, more than 80% of businesses will use generative AI in the live environment, compared to less than 5% in 2023. Generative AI will percolate to every organizational layer, whether it’s for making informed decisions or performing routine daily tasks. From sales forecasting to talent acquisition, all departments across an organization will witness a transformational shift in the way they work.
At Girikon, a Gold Salesforce Consulting Partner, we believe that the generative AI revolution will level the playing field regardless of the size of the enterprise. By 2025, AI won't be a good-to-have tool anymore but the axis around which businesses will revolve, signaling an era of unprecedented transformation.
As an IT manager, you would have handled several rollouts and migrations, streamlined legacy systems, and upgraded cybersecurity. And now AI is staring you in the face. How ready are you to build AI apps that your business needs? Do you have in-house skills to build and deploy AI apps?
Whether you are building a customer service app or a marketing app, you can adopt a systematic approach to going about it. Here are 5 key steps to building effective AI apps for your organization.
1. Define exactly what you want from your app before starting to build one
Businesses across industries have started to embrace the disruptive technology of AI for their everyday operations. Your competitors are likely deploying AI chatbots to provide 24/7 automated, intelligent, customer service.
But before you start investing time and resources in building AI apps, you need to answer some key questions.
What is the problem you’re trying to solve?
Talk with your business’s leaders. Do you want to boost sales? Improve customer satisfaction score? As a starting step, clearly define use cases.
Next, define the desired end state for each use case. This will help you estimate how much effort is required, who to involve, and whether you have adequate resources.
What are your competitors doing?
Understand what your competitors are doing with their AI tools and for whom. And how can you innovate further on those ideas?
And of course, you need to answer one important question – can you build AI apps in-house? Do you have the necessary skills and experience in your team to do this? Based on the use cases you have identified, will you require generative or predictive AI If you don’t have the skills internally like Machine Learning and Natural Language Processing, look for partners and ISVs for solutions and do a thorough comparison of their offers and capabilities.
2. Define the perimeter for ethics and security
As an IT manager, security, privacy, and accuracy are not alien to you. But AI amplifies the challenges and raises many risks such as bias and toxicity.
AI bias: Negative bias can be caused by algorithm error based on human prejudices or false assumptions. The consequence is an AI tool that works in unintended ways. Generative AI can propagate outputs based on errors and further amplify the problem.
Toxicity: Abusive language and hurtful comments can appear in AI-generated outputs. Researchers have found that assuming certain personas can amplify the toxicity of the response.
Before you start building your AI app, define trust and ethics parameters. Trusted AI should be empowering, and inclusive apart from being responsible and transparent.
3. Good data is the foundation of effective AI apps
If you are building generative AI apps, your machine learning models will train on the data that is fed to them.
AI machine learning models train on all kinds of data. And that data needs to be clean and free of redundancy. The more data your LLMs can be trained on, the better will be the output of your AI.
4. Choose the right technology for your AI app
The technology you select for building your AI depends to a certain extent on your use case. If your app summarizes text, processes language, or a knowledge base, you will need an LLM. Over time, as the LLM learns more about your business and its data, it can make logical interpretations and draw conclusions.
Building your own learning model can be expensive. You will need to hire data scientists and engineers with expertise in ML and NLP. While it is a lengthy cycle, if you do decide to take this route, once your team is ready you can take the help of libraries and toolkits and integrate them into your development.
Generative AI platforms and libraries
ML and DL platforms: Amazon SageMaker and Google Vertex AI have built-in libraries and tools to train your AI model and support multiple programming languages.
NLP toolkits: If you are building chatbots or virtual assistants, SpaCy is a great NLP toolkit for Python enthusiasts. OpenAI allows you to customize their GPTs for your apps.
Deep learning libraries: If you want to build apps for speech or image recognition, you can look at a deep learning library to find a framework for building, training, and deploying your apps. Open-source libraries such as PyTorch and MXNet can be used in combination depending on your use case.
Computer vision libraries: If you want your app to analyze images or video, you can use open-source libraries such as OpenCV and TensorFlow. PyTorch is another option that can be helpful.
Building AI apps with CRM data
If you want to build customer-interfacing apps, you will need to leverage your customer data. And without all your data in one place, that’s hard to do. You need an enterprise-grade CRM like Salesforce to make your AI app work best for you.
You can connect AI models to Salesforce Data Cloud without running into a wall. With the Model Builder (erstwhile called Einstein Studio), you can bring your own model into Salesforce.
5. Build AI apps and start deploying
In a recent developers’ survey conducted by Salesforce, it was found that 70% of developers use or intend to use AI for development. The biggest benefit developers see is reduced development cycles.
Try AI for code generation
Whether you use AI or not for code generation, you can reduce development time with the Einstein 1 platform for Salesforce. Einstein for Developers understands natural language prompts to write code in seconds.
The more precise your prompt, the better will be the quality of the code generated. Once the code is generated you can accept, revise, or reject it. Einstein for Developers uses a customized Large Language Model based on the open-source CodeGen AI model from Salesforce.
Use an IDE to accelerate development
A web-based integrated development environment (IDE) allows your teams to work from anywhere, anytime. You can modify and debug code and maintain source control in one place. Code Builder, the new IDE from Salesforce is preloaded with frameworks, has built-in integration with Git, and is free for admins and developers. Salesforce also allows you to integrate other IDEs with it.
Follow App Lifecycle Management and DevOps practices
Building and launching great AI apps need solid processes across stages of app development, along with collaborative tools for developers, data scientists, testers, and project managers. Salesforce has inbuilt AI tools like Einstein for Developers and Prompt Builder to come to your aid.
DevOps Center, available on the Einstein 1 platform, can help you to maintain version control, track changes and push your build for UAT and production.
If you prefer working with your own tools for IDE, project management, and DevOps, you can bring them into the Salesforce environment.
Connect with an AI expert today.
With over a decade of experience as a Salesforce Consulting Partner, our experts are always available to guide you through the process and answer any questions you might have regarding the potential of AI in your business.
In the rapidly evolving business environment, it is essential for companies to utilize state-of-the-art technology to stay competitive. Nowadays, forward-thinking businesses are incorporating artificial intelligence (AI) into their operations, particularly through the adoption of customer relationship management (CRM) software, to automate and enhance their CRM processes. Salesforce, a leading CRM platform, has consistently been a pioneer in innovation, especially in the realm of artificial intelligence (AI). Notably, Salesforce AI has transformed the way organizations handle their customer service processes.
The integration of Salesforce and AI is more than just an augmentation. It has indeed opened new avenues in Customer Relationship Management (CRM). Rather, it offers a smarter, efficient, and a highly custom-made customer interaction. To know more about Salesforce AI integration, businesses should consider partnering with a reliable Salesforce consulting partner.
Salesforce and Generative AI: A Dynamic Relationship
As a cloud-based platform, Salesforce is highly customizable and configurable and can be leveraged by organizations to meet their unique business needs by tailoring their services. By leveraging tools like Salesforce Flow, users can automate intricate business processes, create agile service experiences, while streamlining data management.
The next phase of transformation will involve incorporating the capabilities of generative AI into a versatile platform using Einstein GPT. This integration holds the potential to transform the way businesses function and engage with their customers
How to Leverage AI to Improve Customer Service?
Listed below are ways how AI can help businesses provide better service to their customers:
Improved Customization: Utilizing AI will empower businesses to deliver personalized experiences by harnessing customer data and their preferences. This will pave way for tailored recommendations, quick support, and a deeper comprehension of customer requirements.
Unified Omnichannel Support: AI-driven chatbots can integrate easily with several communication channels such social media, web chat and more. This guarantees uniform interactions across several platforms, offering customers a unified experience.
Intelligent Automation: AI can be leveraged to automate repetitive and mundane tasks thereby saving a lot of time that can be used up by human agents to focus on more complex and strategic activities. This will boost productivity, quicken response times, and optimize cost for businesses.
Sustained Learning and Development: AI systems will keep gathering insights from customer interactions, feedback, and real-time data, which in turn will foster continuous improvement. This continuing improvement will yield more precise responses, intelligent recommendations, and enhanced overall performance.
What are the benefits of AI in customer service?
AI in customer service offers several benefits that can improve the overall customer experience and streamline business operations. Some of the crucial advantages include:
Increased Productivity: Leading IT players believe that AI can be adopted by organizations to serve their customers in a better way. Research conducted reveal that access to AI assistants and tools can increase productivity for support agents significantly.
Increased Efficiency: Carrying out tasks manually can be burdensome for service agents. This includes tasks such as navigating between different systems to access customer history, searching for relevant informative articles, sending field staffs to service locations, and manually inputting responses. These manual processes are usually prone to errors as they are executed by humans. The integration of AI in customer service can provide intelligent suggestions to service workers drawn from knowledge bases, and customer data.
A more Personalized Interaction: When a customer interacts with a chatbot, artificial intelligence (AI) has the capability to retrieve vital details, such as the name of customer, location, account type, and language preferred. If the inquiry demands the involvement of a field service technician, AI can promptly convey all relevant information to the technician, allowing them to deliver tailored service as soon as they arrive on-site.
Less Exhaustion and Enhanced Morale: AI empowers agents to do away with monotonous, time-intensive tasks, enabling them to focus on tasks that demand creative thinking, problem-solving, and intricate critical thinking. These activities significantly impact the overall customer experience. Consequently, it shouldn’t come as surprise that majority of IT leaders anticipate that generative AI will alleviate workload of teams, while reducing burnout.
Scalability: AI systems can simultaneously handle a huge rush of customer queries making it simpler for businesses to scale their customer service operations without consistently increasing staffing levels.
A Practical Service Experience: AI has the capability to draw information from contracts of customers, warranties, buying history, and marketing data. This ensures the identification of optimal actions for agents to pursue with customers, even post the conclusion of the service engagement.
The future of AI in Customer Service:
The future AI seems to be quite promising in the customer service industry. In the years to come, artificial intelligence is poised to gain prominence in workplaces given the ongoing advancements in technologies such as machine learning and natural language processing (NLP). Besides handling routine tasks, these AI programs will offer significant insights into consumer behaviors and habits through big data analysis. Organizations can utilize this valuable data to optimize their return on investment in marketing strategies and branding initiatives. As technology evolves, AI is set to play a key role in uplifting customer experiences and boosting operational efficiency.
Final Words:
The fusion of AI and Salesforce is reshaping the CRM terrain, presenting matchless possibilities for organizations to elevate both their customer relationships, as well as their operational efficiencies. This integration when leveraged by businesses enables them to position themselves at the frontline of technological advancement, ensuring they stay competitive and in agreement to the ever-changing needs of their customers. In doing so, organizations can provide value to customers and stakeholders while future-proofing their operations in this quickly evolving digital era. Organizations should consider availing Salesforce implementation services if they wish to make the most of the integration of Salesforce and AI.
According to Salesforce research, close to 90% of customers say that a business's overall experience is as important as its products or services. In today’s competitive landscape where companies are juggling between staffing shortages and overwhelmed resources, they need to be able to do more with less. Customer expectations are at an all-time high, and given the plethora of options available to them, anything less than an exceptional experience will lead to customer churn.
Automation and self-service technologies have given many businesses across industries a significant improvement in productivity, cost savings, and customer satisfaction. In 2021, Salesforce reported that customers using its Cloud products and self-service tools such as AI chatbots witnessed a 30% increase in customer satisfaction along with a 27% improvement in agent productivity.
To meet this ever-growing demand, Salesforce launched Virtual Assistant – an Einstein-powered chatbot solution built specifically for financial services businesses to automate routine customer requests faster across popular digital channels like SMS or messaging platforms. This enables agents to focus on complex cases while chatbots can promptly resolve routine service requests, such as updating credit card information, renewing subscriptions, making payments, modifying subscription plans, and more.
Virtual Assistant offers multilingual support, allowing businesses to use a single chatbot across multiple geographic regions regardless of their native language. And in the future, Einstein-powered Virtual Assistants will automatically create support articles based on customer conversations.
Salesforce Chatbots for financial services come with pre-built bot templates, leading to faster setup and deployment. They can streamline support and assist agents with routine questions such as “How do I calculate my tax?” or “How do I upgrade my insurance plan?”
With Virtual Assistant, financial services companies can re-direct thousands of customer calls to the Salesforce Chatbot leading to significant cost savings.
Salesforce Chatbots can handle thousands of concurrent conversations for queries such as loan application status, product information, insurance premium renewal, claim filing, technical support, and more, freeing up dozens of front-line agents.
Salesforce Chatbots improve the customer experience by enabling seamless self-service for simple tasks, thereby significantly reducing wait times to speak with an agent. The rewards of embracing self-service technology can be substantial, and businesses need to leverage technology to scale quickly and deliver efficient customer service.
Features of Salesforce ChatBots
Salesforce Chatbots powered by Einstein are equipped with advanced features to solve customer issues by replying to their questions and understanding their behavior to evolve continuously.
Here are some stand-out features of Salesforce Chatbots that you should be aware of before you hire a Salesforce Development Partner for its implementation.
Natural Language Processing (NLP)
Salesforce Chatbots use NLP to understand customer intent and provide relevant answers. This makes bot interactions more natural for customers.
Multi-Channel Support
Salesforce Chatbots can be deployed on multiple channels such as mobile apps, websites, online stores, social media pages, and on popular messaging platforms like WhatsApp and SMS. This allows customers the convenience and flexibility to interact with businesses on their preferred channels whenever they want.
Personalization
Salesforce Chatbots can personalize responses based on customer data, their preferences, past purchases, and browsing behavior, making every interaction more relevant and meaningful.
Contextual Conversations
Salesforce Chatbots can understand and maintain context across multiple conversations regardless of the channel, thereby providing more accurate and relevant responses to customer queries.
Integration with Salesforce
Salesforce Chatbots are built on the world’s leading CRM platform, allowing for seamless integration with other Salesforce cloud products. With Salesforce Chatbots, managing customer data has never been easier.
Analytics and Insights
With Salesforce Chatbots, businesses can get valuable insights into customer behavior. By analyzing customer interactions, Salesforce Chatbots can help businesses identify areas for improvement to enhance the customer experience.
Continuous Learning
Salesforce Chatbots leverage machine learning algorithms to learn continuously from every interaction and better their responses over time, improving the accuracy and relevance of responses as they gain more experience.
Here are some generic features of Salesforce Chatbots.
Re-direct bot conversations to human agents for complex customer queries.
Understand the intent of customer queries.
Rapid response times.
Understand customer input and recognize errors.
Available 24/7.
Lead generation – collect customer data and qualify leads for sales teams.
Scale customer service with personalized automation and connected customer data
According to Salesforce, new features in Financial Services Cloud such as proactive service and call deflection will enable financial services firms to reduce operating expenses while delivering exceptional customer service experiences:
In 2021, Salesforce customers reported a 27% increase in case resolution with self-service automation and AI-powered Chatbots (Virtual Assistant). Salesforce Chatbots automate routine request resolution across popular messaging channels such as SMS and WhatsApp, so agents can spend more time on cases that necessitate human intervention.
With Customer Service Coordination, agents can collaborate in Slack to fast-track case resolution. With automated workflows and custom Chatbots, Customer Service Coordination gathers customer data and generates alerts in a central Slack channel allowing teams to respond to critical incidents faster like fraud incidents, executing time-sensitive trades, and claims processing.
With the Customer Data Platform, financial services marketing teams can unify customer data from multiple sources with a point-and-click interface. This enables marketing teams to engage with customers across multiple channels such as web, email, mobile, and social media in a far more personalized way. With Salesforce Chatbots, enhanced Insights, and Data Actions, one-on-one advisor interactions and transactions can be triggered in real time.
A unified console with actionable insights and workflows for faster service
New features in Salesforce Financial Services Cloud include AI-powered dashboards and Chatbots to deliver key insights:
With Intelligent Agent Desktop, agents can get access to deeper customer insights from right within the console page. With Customer Identity Verification, agents can reduce the risk of fraud, and with Customer Record Alerts, Chatbots can serve up issues that customers may not be aware of when they initiate a conversation.
With Analytics for Financial Services, financial services businesses can interpret customer data with insights for faster and better decision-making, eventually delivering more revenue, and strengthening customer engagement.
Girikon has been a Salesforce Consulting Partner for over a decade providing unique and scalable solutions for the financial services industry. We have the necessary expertise in-house to deliver tailored experiences to every customer through self-service, automation, and AI to improve efficiency across your business. Contact us today to learn more about how Salesforce Chatbots can transform your financial services business.