⛮ Custom Workflow Examples

Create powerful, automated workflows by combining the capabilities of ReviveAI and Salesforce.

Example 1: Lead Qualification Workflow

1. Trigger: A new lead is added to Salesforce.
2. Action: ReviveAI’s AI assistant automatically engages with the lead via chat or email.
3. Result: Based on the conversation, ReviveAI updates the lead score in Salesforce. If the lead is highly qualified, it is automatically routed to the best-fit sales rep.
4. Outcome: The sales rep receives a notification with a comprehensive lead profile, and the lead is placed in the high-priority queue.

Example 2: Automated Follow-Up Workflow

1. Trigger: An opportunity reaches a specific stage in Salesforce (e.g., "Proposal Sent").
2. Action: ReviveAI triggers an automated follow-up message, thanking the customer and offering additional resources or next steps.
3. Result: ReviveAI logs the follow-up task in Salesforce and updates the opportunity record with the outcome of the interaction.
4. Outcome: Sales reps are notified of any follow-up actions that need to be taken, keeping them on track without manual input.

Example 3: Support Case Escalation

1. Trigger: A customer submits a support ticket via Salesforce Service Cloud.
2. Action: ReviveAI analyzes the ticket content and suggests a response based on previous cases.
3. Result: If the case is urgent or needs further attention, ReviveAI escalates it to a senior support agent via Salesforce.
4. Outcome: The case is automatically prioritized, ensuring a timely resolution.