Pegasystems
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Enhances Pega Sales Automation by providing real-time insights within Gmail.
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.
- 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.
- 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.