What commands can be given to Mark, the AI Salesforce assistant on the CopilotForce app?
CopilotForce’s Mark is specially designed to understand and address your specific Salesforce requirements. Seamlessly responding to both voice commands and text inputs, you can instruct Mark to execute your Salesforce operation. Here are a few examples of the different directives to instruct Mark with:
Managing Leads
- “Hey Mark, I would like to set up a new lead.”
- “Hey Mark, I just had a fantastic meeting with John from the Acme Group. He seems quite interested in our product! Can you set up a lead for him?”
- "Mark, got a hot lead! Met with James from MNV Inc at the conference. Let's add him as a lead, shall we?"
- Mark, quick update! Lisa's job title at SNCK Corp changed. Let's reflect that in her lead details."
- "Hey Mark, unfortunate news. The lead from LMN Ltd. isn't proceeding. Can you remove them from our records?"
Creating Notes
- “Hey Mark, please take a note for lead, John Doe.”
- "Hey Mark, after the demo, Jane shared some concerns. Let's capture them in a note, shall we?"
- "Mark, just had a coffee chat with Emily. Add note: She loves the product's new features!"
- "Hey Mark, add a note for MGH Ltd’s Richard: Discussed implementation timelines and his preferences."
- "Mark, important detail: Lead Alex, wants added customization from our services. Add it to the notes, please."
Scheduling Meets
- “Hey Mark, can you schedule a meet for Alex Williams?”
- "Mark, had a great call with Sarah from GAMM Corp. Can you set up a meeting to dive deeper into her requirements?"
- "Hey Mark, Emily from Cake FCTRY mentioned availability next week. Let's schedule a meet, shall we?"
- "Hey Mark, let's get a meeting on the calendar for John for the product demo next Tuesday."
- "Mark, met Chris from LIL Corp at the conference. Schedule a follow-up to discuss potential collaboration."
Sending Emails
- “Hey Mark, can you send an email to Jane Doe?”
- "Hey Mark, draft an email to Alex from PNE Inc. thanking him for the insightful discussion we had today."
- "Mark, draft an email to Emily from SUFI Ltd updating her on the project's progress."
- "Hey Mark, follow up with Michael from BRGR Corp via email about the pending contract. Keep it friendly!"
- "Mark, send an email to Mary from Acme Corp about the upcoming webinar. Make it fun!"
Logging Calls
- “Hey Mark, please log a call for lead John Doe.”
- "Mark, log a quick call for Lily from MNV Inc. to discuss the upcoming product demo."
- "Hey Mark, just had a productive call with Susan from MGH Ltd. Can you log it for me?"
- "Mark, log a call for James from GAMM Corp regarding the pricing discussion we had."
- "Hey Mark, log a call for Alex from PNE Inc. We discussed potential collaboration opportunities."
Adding New Tasks
- “Hey Mark, add a new task for Thomas Scott.”
- "Hey Mark, I spoke with Jennifer from LIL Corp, and I need to finalize the project timeline. Can you add that task?"
- "Hey Mark, can you add a task against lead Samantha from Cake FCTRY? I need to follow up on the proposal."
- "Mark, add a new task for Michael to prepare a brief for the client meeting next week."
- "Mark, add a task for David to review the latest project updates by tomorrow."
