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Observations Panel and Context-Specific Smart Actions

Office 365 Google

 

Revenue Inbox uses Microsoft Natural Language Processing and other text mining algorithms to scan email and event bodies and signatures to gather additional contact information and other key data in order to locate more related records in Salesforce and suggest context-specific actions in Smart Actions > Observations.

An example of a context-specific action suggested by Revenue Inbox:

If there is a key phrase in the message body indicating that a meeting or call is suggested for a specific time, the Add-In will recommend creating a corresponding Event, with its Date, Time, and Description fields prefilled with key information from the message:

 

   


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