Email reception
Emails are captured automatically through Salesforce Email Services, with no need for external integrations or systems. Every communication is logged and made available for automatic processing.


Email 2 Case AI automatically analyzes incoming communications with AI, identifies their category, priority and tone, generates a summary of the content and assigns them to Customer Service teams using your existing Salesforce rules. A 100% Salesforce-native solution to speed up case handling and improve operational efficiency.
Email 2 Case AI is a solution built entirely on the Salesforce platform that leverages the most advanced Artificial Intelligence capabilities to automate and optimize the management of inbound emails in Customer Service processes.
Natively integrated with Salesforce through Email Services, the solution automatically captures communications from company mailboxes and analyzes their content with advanced AI models. The goal is to turn every email into structured information that business processes can use immediately, eliminating the manual work of reading, classifying and routing.
The solution can:
Once the analysis is complete, the system automatically applies the assignment and routing rules already configured in the Salesforce Org, directing the request to the most appropriate team, queue or agent based on skills, service area, request type or any other logic defined by the company.
As a 100% Salesforce-native solution, it automatically inherits the security model, permissions, data governance and operational configurations already present in the platform, ensuring full compliance with business processes and significantly reducing implementation time and costs.
Emails are captured automatically through Salesforce Email Services, with no need for external integrations or systems. Every communication is logged and made available for automatic processing.
Configure the AI to automatically identify and mask confidential data in emails — such as personal information, financial data or sensitive references — for greater compliance with company policies and privacy regulations.
AI analyzes the email text, understanding its content, context and the goal of the request, turning unstructured information into data that business processes can use.
The request is classified according to the categories and taxonomies configured in Salesforce, enabling consistent, standardized handling of communications.
The AI identifies the tone of the communication (positive, neutral, critical, urgent, etc.) and determines its priority level, making it easier to manage the most important requests.
A concise summary of the email content is created automatically in the chosen language, regardless of the language used in the email, letting agents quickly grasp the context of the request.
The solution automatically creates or updates the associated Salesforce record, populating classifications, priority, summary and metadata extracted by the AI.
The Salesforce assignment rules already configured in the org are applied automatically to route each request to the most appropriate team, queue or agent.
Agents receive requests that are already classified, prioritized and contextualized, reducing handling times and increasing service efficiency.