Pega for Gmail Chrome Extension - Chrome Extension
What is Pega for Gmail Chrome Extension ai chrome extension?
The Pega for Gmail Chrome extension enhances the productivity of Pega Sales Automation users by providing real-time insights directly within their email environment. It leverages Pega’s Intelligent Virtual Assistant (Engagement Edition required) to analyze email text and suggest actions and email responses in real-time. The extension also displays related contacts, leads, opportunities, and organizations when reading Gmail items and Google Calendar events. Users can sync emails and meetings as activities related to objects with a single click, and search across Sales Automation data, creating or editing work objects without leaving Gmail.
How to use Pega for Gmail Chrome Extension ai chrome extension?
Install the Pega for Gmail Chrome extension from the Chrome Web Store. Once installed, it integrates with your Gmail account, providing real-time insights and actions based on your emails and calendar events. Use the extension to view related Pega Sales Automation data, sync emails, and create or edit work objects directly from Gmail.
Pega for Gmail Chrome Extension ai chrome extension's Core Features
Real-time email analysis and suggested actions via Intelligent Virtual Assistant
Display of related contacts, leads, opportunities, and organizations
One-click email and meeting synchronization with Pega Sales Automation
Search and edit Pega Sales Automation data directly from Gmail
Pega for Gmail Chrome Extension ai chrome extension's Use Cases
A sales representative receives an email from a potential lead. The extension automatically displays the lead's contact information, related opportunities, and suggests relevant actions, such as scheduling a follow-up meeting.
FAQ from Pega for Gmail Chrome Extension
What are the requirements for using the Pega for Gmail Chrome extension?
Are IVA and NLP capabilities available with all editions of Pega Sales Automation?