Cadalys Concierge™

by Cadalys, Inc.SalesforcePaid

Searches Salesforce Knowledge, recommends follow-up actions, and supports case ticketing and collaboration in Salesforce Platform.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
Cadalys Concierge™ — screenshot from the Salesforce AppExchange listing

What it does

Cadalys Concierge works with Salesforce Cases and Knowledge and follows the Knowledge-Centered Support methodology. Its search considers article views, likes, and publication dates, while results are tailored to the user and include previews within the search page. It can recommend follow-up steps based on search results, including creating a Case, calling, opening a webpage, starting an app, or beginning a live agent chat. The product can run in one Salesforce instance or connect several Salesforce instances with other knowledge and ticketing systems.

Key capabilities

from the Salesforce AppExchange listing

Knowledge search

Search results take article views, likes, and the last publication date into account.

User-specific results

The search presents results according to the user.

Search result previews

Users can view article previews without opening a separate page.

Action recommendations

Search results can suggest steps such as creating a Case, placing a call, opening a webpage, launching an app, or starting a live chat.

Shared-services ticketing

Forms support requests for shared-services areas such as IT, HR, Facilities, and T&E.

Chatter collaboration

A Chatter feed connects users with ticket owners.

Multiple-system connections

The product can connect multiple Salesforce instances with other knowledge and ticketing systems.

Use cases

  • A company with its knowledge and case management in one Salesforce instance can operate Cadalys Concierge there.
  • An enterprise with several knowledge stores or case systems can connect those systems through the product.
  • Shared-services groups such as IT, HR, Facilities, and T&E can use the ticketing functions.

Who it's for

Shared-services teams including IT, HR, Facilities, and T&E.

How it compares

Content Standard Checklist for Knowledge describes the KCS methodology, while Cadalys Concierge combines KCS with Knowledge search, article previews, action recommendations, ticketing, and Chatter collaboration. Knowledge Centered Support describes automatic article searches when a case is viewed and refinement of suggestions from case information; Cadalys Concierge also includes user-specific results, ticketing functions, and connections between Salesforce instances and other knowledge or ticketing systems.

NamePricingDeploymentUpdated
Cadalys Concierge™this pluginPaidCloud
Content Standard Checklist for Knowledge (formerly Article Quality Index, AQI)FreeCloud
Knowledge Centered SupportPaidCloud

In the catalog

340 plugins in Salesforce Platform · Customer Service

Price distribution: 93 free, 41 freemium, 206 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Cadalys Concierge™ works seamlessly with Salesforce Cases and Knowledge. It is based on the Knowledge-Centered Support (KCS®) methodology developed by the Consortium for Service Innovation. The approach seeks to create content as a by-product of solving problems, evolve content based on demand and usage, develop a …»

Official marketplace listing

Publisher
Cadalys, Inc.
Updated on marketplace
Facts verified