Intelligent Case Routing: Balancing Skills, Signals, and Capacity for Better CX
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Nov 19, 2025
AI at Your Fingertips: Escalation Risk, Sentiment, and Insights Directly Inside Your CRM
Your support and CX teams shouldn’t have to jump between dashboards to understand customer risk. That’s why we’ve embedded SupportLogic’s most powerful AI agents directly inside your CRM.
In this live session, we’ll show you how to work smarter—without leaving Salesforce, ServiceNow, or Zendesk. You’ll see how embedded AI widgets surface real-time insights that help your teams stay ahead of escalations, reduce case handling time, and drive better customer outcomes.
This isn’t just a product tour. It’s a hands-on look at how AI can help your team prevent surprises, resolve cases faster, and deliver a smoother customer experience—all from the CRM you already use every day.
What You’ll Learn:
- How to spot escalation risk and customer sentiment instantly, without switching tools
- How auto-summarization saves hours of manual case review
- How to search knowledge and generate replies directly from inside your CRM
- How to get a real-time account summary—from health to sentiment trends—in a single panel
Director Product Marketing,
SupportLogic
SX focused companies use SupportLogic
About SupportLogic SX
The Continuous Support Experience Platform
- Seamlessly integrate with your existing ticketing system
- Read every ticket and automatically extract signals using AI/NLP
- Maintain context across conversational and ticket boundaries
- Predict outcome and provide proactive recommendations with intelligent workflows