Implementing the Coveo Hosted Insight Panel in your organization has many benefits. Learn how to create and deploy such a panel in Salesforce, and how to manage advanced configurations.
Prerequisites
Before embarking on the very straightforward task of implementing the Coveo Hosted Insight Panel in a Salesforce agent experience - and to better understand the value of the tool - you have to complete the courses listed below:
- Using the Hosted Insight Panel builder
- Introduction to the Coveo Insight Panel
- Ramp up your Coveo for Salesforce Agents for Success
- Query Pipelines and Machine Learning
Also, we assume that you completed the Coveo for Salesforce Fundamentals and Coveo for Salesforce - Out-of-the-Box Components in LevelUp.