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AI-Powered Email Helper for Salesforce Sales Agents

Discover how Truesolv helped a leading EdTech company boost sales productivity and customer engagement by implementing an AI-powered email assistant inside Salesforce. The solution automated email thread summarization, generated consistent and professional replies, and provided sales reps with a user-friendly interface. This reduced time spent on manual communication and ensured tone alignment across the team.

More cases

Platforms

Service Cloud, Sales Cloud

Industry

Education

Country

USA

Challenge

A B2C edu tech company was experiencing inefficiencies in their lead engagement workflow. Sales agents struggled to keep up with long email threads, often spending excessive time reading through past conversations to understand the context before replying. Additionally, inconsistent tone and messaging across replies led to fragmented customer communication.

Key challenges included:

  • Time wasted reviewing lengthy email chains for each lead.
  • Inconsistent responses from different agents.

Low adoption of email best practices, especially among new or junior sales reps.

Solution

To streamline this process, our team implemented an AI-driven Sales Agent Email Helper using ChatGPT integration inside Salesforce. The solution was delivered as a custom Lightning Web Component (LWC) placed directly on the Lead record page.

Core features:

  • Automatic Email Summary: When a lead was opened, the LWC scanned the related email thread and sent it to ChatGPT with a predefined summarization prompt. The agent immediately saw a concise, readable summary of the previous interactions.
  • Reply Text Generator: Agents could input a short prompt or goal (e.g., “follow up on pricing”) and the component generated a professionally written email draft via ChatGPT, which could be copied or edited.
  • User-friendly Interface: The component supported quick edits, message regeneration, and summary refresh with minimal clicks, designed for non-technical sales reps.

Architecture highlights:

  • Backend Apex controller handled secure API calls to ChatGPT (via middleware where needed).
  • Predefined prompt templates ensured tone consistency and compliance with internal communication standards.

Permission settings ensured only authorized users could access the AI assistant.

Results

After deployment, clients saw measurable improvements in sales productivity and lead engagement quality. As a Positive feedback from the sales team, who found the assistant “like having a writing coach on every lead.”

Technologies

Apex

LWC

ChatGPT

Rest API

CSS

JavaScript

HTML

Contact us

Get your free Consultation now!

Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

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Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

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