See Mogli in Action
Our mission at Mogli is to make it easy to text on Salesforce. Over the next few minutes, we'll show you how easy it is to incorporate text messaging across the entire customer life cycle anywhere in Salesforce. On the right-hand side of your screen, you'll notice a text conversation that has already taken place. One of your AI agents has already engaged with this prospect over text message. Mogli for Agentforce makes this possible. You'll see that the agent has captured their lead information and is now inviting Kai to book a meeting with your account executive, Jake. Mogli's scheduler tool makes this incredibly easy for Kai to do in just a few clicks. Let's say Kai scheduled a meeting and had a wonderful productive conversation with Jake. So now we'll act as Jake and convert Kai from lead to opportunity. One of the beautiful things about Mogli is that we track conversations across objects, so you won't lose any historical text as a customer travels through your Salesforce ecosystem. As we convert this over to an opportunity, Mogli is configured to fire off an automated SMS. This is built via flow on a status, and we can see here that we're sending Kai some product information. Mogli also makes it easy to brand, shorten, and track link clicks within a text message. Thankfully, this product is exactly what Kai was looking for, and Kai doesn't wanna just sign for a year. Kai's gonna lock in for three years. What's really great about the Mogli conversation view is that you can pull information from a particular record into your messages via merge field, allowing for a bit more writing speed. We're about to do every salesperson's favorite thing. We're gonna "Closed Won" this opportunity. And as we do this, we're gonna send out a congratulatory text. You'll notice here that this text has an image attached. Mogli does support MMS two way. As inbound messages come in with MMS, we'll associate them with a message record as well as in the files under that particular record. Now as things happen, everyone's super happy when they become a new customer. But, occasionally, we have service issues that come up. It's also important to be able to utilize Mogli and deploy in a service function. In this case, Kai will text in NOVASUPPORT, which is a keyword that triggers a text survey. With text surveys, you're able to create and update records and even create a case, like in this situation. So we're gonna walk Kai through, ask a couple of questions, and get a little more information. And as this case is created, Jake is now gonna take ownership of this case, now as Kai's customer success rep. Mogli works really well with omnichannel and other case routing tools. Once the case is assigned to Jake, we can automatically text Kai to let them know he's on it, and will follow up soon. The goal here is that we wanna give as many touch points and time stamps to customers throughout the support process. Kai's telling us that the sensor's making a buzzing noise. Jake's gonna come in here and say, hey. You know what? I'm new on the customer success side. I don't know how to respond. So he'll utilize Mogli's AI message recommendation feature, which scans the conversation for context and provides a few response suggestions. Jake's able to pull in the recommendation that resonates most to him and send it out to Kai in just a single click. And it's exactly what Kai needed. Kai can say, hey. Thank you so much for doing something so quickly. We also wanna be able to learn from the conversations we're having. And Mogli's AI conversation summary feature makes this easy. We can pull up this conversation and summarize it, extracting key issues, resolutions, and statuses. This is great for internal learning and leadership review, helping us spot consistent themes in service requests. We could then save the summary directly to the case record before closing out the case for today. Now we hope that this was a great experience, but we wanna confirm that it was. So we can again use flow based automation, but this time to trigger off a customer success survey. Give us a rating from one to five. And, hey, we got a five! Jake crushed it. Now we can ask Kai if they can tell us why. The best part about these responses is that surveys create question response records, which are fully reportable and dashboardable. Since they ship with our product, they show up as objects available right within your ecosystem. In this particular example, you can see that we are tracking service responses over time. There are a couple of different ways and a couple of different KPIs that can be built out to map to this. Our team is happy to support you and figure out the best way that you can make use of this information. For the sake of this story, we now wanna capitalize on Kai's positive experience. Customers can be your highest converting pipeline for new business. So we can pull in a report of recent customers who have given us high ratings and say, "Hey [First Name], thank you so much for being with us. If you're interested in being a referrer to our business, here's some information, and here's a referral code." Then you can send it out via recurring bulk SMS. So now we've given you an example of how you can use Mogli over a full customer life cycle from creating a new opportunity, converting them to a customer, supporting them, and then flipping that experience to repeat that cycle. There is a lot that you can ultimately do and deploy with Mogli. This is simply just a taste. Truly, the bottom line is that we make texting on Salesforce as easy as it can be. If you have questions, feel free to book a demo with one of our teammates anytime. We would love to speak with you.
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Discover how Mogli Makes It Easy to Text on Salesforce!
Our SMS, MMS, and WhatsApp™ functionality work elegantly within any Salesforce™ org, Cloud, or Data Architecture.

