Customer Experience

Streamlining expert case assignment for IANS

Learn how TELUS Digital helped IANS, a security advisory firm, match client security inquiries to the right experts faster with Agentforce and Service Cloud.

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  • 1

    The challenge

    IANS struggled to match new client security inquiries to the right experts, leading to delays and an inefficient, manual assignment process with no clear criteria for routing.

  • 2

    The TELUS Digital solution

    TELUS Digital deployed a Service Agent with case management actions in production, alongside a Sandbox-built case history data stream that powers case similarity search for team members.

  • 3

    The results

    IANS now matches cases to the right experts more quickly, resolves issues with the help of historical precedent and has improved overall case resolution efficiency.

Key takeaways

  • Agentforce is Salesforce's AI agent platform, built to automate workflows like case triage and assignment. In case management, it can evaluate incoming cases and take action, such as routing, using out-of-the-box actions configured for the business.
  • A Service Agent built on Agentforce brought automated case management into production, replacing manual triage.
  • A case history data stream in the Sandbox let team members surface similar past cases in seconds.
  • Case similarity search gave experts a reference point for how comparable issues were handled and assigned before.
  • Faster access to historical case data helped experts resolve new issues with more accuracy and less back and forth.
  • The engagement laid the groundwork for continued expansion of Agentforce-driven workflows.

The challenge

IANS provides experience-based security insights for chief information security officers and their teams. That expertise only helps clients when the right case reaches the right expert quickly.

Before this engagement, IANS struggled to match new cases to the team member best equipped to handle them. There was no clear, consistent way to identify who had the right background for a given topic or issue. Cases sat waiting for the right eyes, and resolution times slipped as a result.

The team needed a way to route cases based on expertise rather than guesswork, and to do it without adding manual steps to an already stretched workflow.

The TELUS Digital solution

TELUS Digital deployed a Service Agent using out-of-the-box case management actions in production, giving IANS a working foundation for automated case handling from day one.

In parallel, TELUS Digital built a data stream and retriever in the Sandbox environment, grounded in IANS's own case history. This gave team members a case similarity search: the ability to pull up past cases that resembled a new one, along with how those cases were handled and who handled them.

Instead of starting from scratch on every new case, team members could see precedent. That precedent became the basis for faster, more confident assignment decisions.

The results

With the Service Agent live and case similarity search in place, IANS moved from manual, uncertain case routing to a workflow grounded in historical data. Key outcomes include:

  • Cases are now matched to the expert whose past work most closely aligns with the topic at hand
  • Team members resolve new issues faster by referencing how similar cases were handled previously
  • Case history insights support more informed decisions at the point of assignment, not after the fact
  • Experts spend less time on triage and more time on the cases suited to their expertise
  • Overall case resolution times have improved as assignment delays are reduced

Frequently asked questions

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