Service Cloud

Configure Einstein Agent Assist Features

Service agents get Einstein help in their console: service replies, article recommendations, work summaries and translation, switched on and grounded in the org's knowledge.

46 tasks
Method

How MeshMesh does it

  1. Audits the org first: published Knowledge articles and whether Einstein is already active.
  2. Writes a phased implementation plan before changing anything.
  3. Deploys Knowledge Settings metadata, enables Einstein Knowledge Creation in Setup and configures field mappings.
  4. Turns on Einstein Service Replies. For chat, grounding comes from a Data Library. For email, it comes from Knowledge articles. Screenshots confirm the replies are grounded.
  5. Reviews Article Recommendations settings and checks the result on a live Case record.
  6. Where the built-in features fall short, builds a Next Best Action strategy flow with recommendation records.

For case-level Einstein features, see Configure Einstein Service Case Features.