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Pega for Gmail Chrome Extension - Chrome Extension Product Information
What is the Pega for Gmail Chrome Extension?
The Pega for Gmail Chrome extension boosts productivity for Pega Sales Automation users by delivering real-time insights directly within their email environment. It uses Pega’s Intelligent Virtual Assistant (requires Engagement Edition) to analyze email text and provide real-time action suggestions and response drafts. The extension also surfaces related contacts, leads, opportunities, and organizations when viewing Gmail messages and Google Calendar events. With a single click, users can sync emails and meetings as activities tied to objects, and search across Sales Automation data to create or edit work objects without leaving Gmail.
How to use the Pega for Gmail Chrome Extension?
Install the Pega for Gmail Chrome extension from the Chrome Web Store. Once installed, it integrates with your Gmail account to offer real-time insights and actions based on your emails and calendar events. Use the extension to view related Pega Sales Automation data, sync emails, and create or edit work objects directly from Gmail.
Pega for Gmail Chrome Extension's Core Features
Real-time email analysis and suggested actions powered by the Intelligent Virtual Assistant
Display of related contacts, leads, opportunities, and organizations
One-click email and meeting synchronization with Pega Sales Automation
Search and edit Pega Sales Automation data directly from Gmail
Pega for Gmail Chrome Extension's Use Cases
A sales representative receives an email from a potential lead. The extension automatically shows the lead's contact information, related opportunities, and suggests relevant actions, such as scheduling a follow-up meeting.
FAQ from Pega for Gmail Chrome Extension
What are the requirements for using the Pega for Gmail Chrome extension?
Are IVA and NLP capabilities available with all editions of Pega Sales Automation?
Pega for Gmail Chrome Extension - Chrome Extension Screenshot
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