Integrating AI into SAP Service Cloud Version 2

Objective

After completing this lesson, you will be able to integrate AI into SAP Service Cloud Version 2.

Integrating AI into SAP Service Cloud Version 2

With built-in AI capabilities it is possible to automate time-consuming tasks and quickly analyze data from across the enterprise. See how you can combine your SAP business data with proprietary AI models and fine-tuned large language models (LLMs) to deliver exceptional experiences.

In this lesson, we will describe the different types of AI (Base AI, Generative AI and CX AI Toolkit) that can be used in SAP Service Cloud Version 2.

Types of AI in Service Cloud Version 2:

Base AI (Intelligent Service)

With Base AI (Intelligent Services) you can categorize your cases and improve your accuracy. Intelligent Services predict the case category and recommends similar cases that can provide you with potential answers for the customer issue. The solution can scan the case text to identify sentiment, translate case text, and identify profane language. The model constantly captures feedback to be retrained for improved accuracy over time.

For Base AI no additional licences are needed and are included in SAP service Cloud Version 2.

Base AI Tools

In the following, we will explain the most important Base AI tools for service processes.

Similar Case Recommendation

The machine learning algorithm scans the subject and description of categorized cases over the last 12 months and returns the top three most similar cases to the current case. The model learns the semantic relationship of words in the description and subject text and uses this context to find cases similar to the current case. This semantic, sentence-level representation of case text yields more accurate results than a simple keyword search. You can check similar cases for possible solutions to the current case.

Case Categorization

The system analyzes your past cases and category catalog to learn how cases are categorized in your organization. Once you train and activate the model and if the confidence thresholds are met, the system automatically populates the proposals into the case category.

Case Summarization

Case summarization is displayed in the General tab. With the case summarization button, the system generates an overall summary of the Case.

Activating Case Summarization using Base AI in SAP Service Cloud Version 2

In this video, we will show you how can create and activate a model for the Case Summarization in SAP Service Cloud Version 2.

Note

Case Summarization is based on facts within the Case. Another option which can be used is Case Summary and this uses generative AI to generate a Case related Output.

Video Summary

  1. Access the Configuration Area.
  2. Configure Case Summarization Tool.
  3. Test Case Summary.

Generative AI

With Generative AI the user is enabled to generate content for cases and email responses. Generative AI features are available only when you have a valid license for usage of SAP AI Units. To enable Generative AI features, you must raise an incident with the CEC-CRM-ML component, mentioning that you have a valid license for SAP AI Units. After you activate the Generative AI features, you must assign the sap.crm.service.mlScenarioManagementGenAIService service and app to your role.

In the following we will explain the most important generative AI tools for service Processes.

Case Summary

Case summary allows you to quickly summarize and translate Cases in SAP Service Cloud Version 2. Case summary generates a summary from all the inbound and outbound interactions between the customer and service agent in a Case. It also displays the summary, summarizing the interactions to avoid scrolling through each interaction. For more information on Case Summary, visit the Case Summary Help Portal.

A case showing a case summary highlighted.

Email Draft Recommender

Email drafter allows you to quickly write an email to a customer using; style, tone and length. It allows service agents to autogenerate an email response to be sent to the customer. It is powered by ML, the system will draft an email response, which a service agent can then edit based on their requirements. For more information on Email Drafter, visit the Email Drafter Help Portal.

Email drafter is highlighted showing style, tone and length.

Activating Email Drafter using Generative AI in SAP Service Cloud Version 2

In this video, we will show you how to configure and activate the Email Drafter in SAP Service Cloud Version 2.

Video Summary

  1. Access the Configuration Area.
  2. Configure AI Email Drafter.
  3. Test Email Drafter.

CX AI Toolkit

The SAP CX AI Toolkit uses the unique SAP data to provide you with output relevant to your solution. You can use SAP CX AI Toolkit to answer any business question you have, for example, to obtain a generated summary of your last conversation with a customer. You can also access tools to assist you with tasks, for example scheduling a meeting, generating a summary, or generating a product description. The answers and texts that the SAP CX AI Toolkit generates are based on the data sources that you connect it to, like PDF documents, Outlook, Excel, OneDrive, and Microsoft Teams.

Prerequisite

You need the SAP CX AI Toolkit License.

AI Tools in SAP CX Toolkit for Service Cloud Version 2

  • Intelligent Q&A: helps you find answers to any of your business questions about products, customers, meetings, or cases, and provides you with an AI-generated response.
  • Meetings: helps you to view your upcoming and past meetings, and includes all the meeting details.
  • Create Knowledge Base Article: helps you to create a knowledge base article from the content of a case.
  • Summarize a Meeting: helps you to summarize a meeting with a customer or colleague.
  • Write a Follow-up Email from a Meeting: helps you to generate a follow-up email from a recorded meeting.
  • Create an Account Summary: helps you to generate an overview of a customer's account from data in SAP Service Cloud Version 2.
  • Scheduling: helps you to quickly and easily schedule a meeting with a customer, by providing them with several time options to choose from.

Note

Access the SAP Help Portal for AI through this link:

AI Resources on SAP Help Portal

SAP Service Cloud Version 2 – Smart Actions (AI)

Smart Actions AI refers to the artificial intelligence-powered features that enable intelligent automation and decision-making within the customer service and support processes. Once you have integrated the CX toolkit with SAP Service Cloud Version 2, the system shows an icon on the shell bar. By clicking the (CX AI Toolkit) icon, an embedded side panel opens from the right side of the solution, allowing you to adjust its width using drag and drop.

As an administrator, you can create your own AI tools if the available AI tools are not sufficient. This can be done with the AI Tool Builder, which can be used for Service Cloud Version 2 as a source application.

Lesson Summary

In this lesson, we learned about the different types of AI available in SAP Service Cloud Version 2, including Base AI (Intelligent Service) for case categorization and summarization, Generative AI for email drafting, and the CX AI Toolkit for intelligent Q&A, meetings, and scheduling. We also discussed how to activate and configure these AI tools within the system. Finally, we explored the Smart Actions AI, which enables intelligent automation and decision-making within customer service and support processes.

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