Note: The Salesforce Integration is available on our Enterprise plan. For more details, please check our pricing page.
With Guide's Salesforce integration, agents can insert guides quickly into cases as well as add videos to Knowledge Base articles, making it easy to provide answers customers can follow with ease.
Adding guiddes to Salesforce Cases
1. First, make sure you installed Guidde's browser extension. To reply with a guide, select the case you want to respond to and open the message composer.
2. Then, click on the red "G" at the bottom of the composer
3. You will now have three options to choose from
4. You can capture a new guidde which will be copied automatically into your clipboard following the capture.
5. Or copy the last guidde you recorded into your clipboard
6. Alternatively, you can find and select a guidde using this option
10. Or select one of the latest videos
11. Paste the video from your clipboard into the composer
Adding guiddes to KB Articles