Conversation Q&A

What is Conversation Q&A?

This Goldie feature allows you to converse with an account's activity history in natural language. You can ask question about the content of previous emails and meetings and Goldie will give truthfully answers. Via the context you can find commands to generate a conversation summary or to extract a list of all people involved in previous conversations.

What are the Answers Based on?

Goldie's answers to your questions are based on emails that Goldie has captured and Zoom meeting summaries. This entails that Goldie can only include conversations (emails and meeting summaries) that happened after you had Goldie Conversation Capture activated.

Is Conversation Q&A using and LLM Provider?

Yes, Goldie uses OpenAI's Chat API (see also Security Considerations). This is why this feature requires ans OpenAI API key to be set up by you Salesforce system admin.

How do I add the Conversation Q&A Component?

Make sure you have set up the OpenAI API key.
In Salesforce open any Account, Opportunity or Contact record
Select "Edit Page" in the config menu. This will open Lightning App Builder,
Find the Lightning Web Component called absfActivityChat at the bottom left corner.
Drag and drop the component on top of the Activity feed.
Click Save.

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