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Video course · 11 chapters · 23 min · certificate

AI Copilot on Snowflake Cortex AI: Customer 360 & Call Analytics

How an AI agent copilot and call-quality analytics app was built on Snowflake Cortex AI for insurance sales: the cross-selling problem, data architecture, Customer 360, life-event detection, recommendations, scripts, and call analytics for coaching.

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What you'll learn

  • Explain why cross-selling is hard for sales agents
  • Describe a Customer 360 data architecture
  • Use life events to trigger recommendations
  • Generate ranked product recommendations and scripts
  • Analyse call quality with transcripts and sentiment
  • Use analytics to coach agents

Chapters

11 chapters · 23:09
  1. 2:11 01Intro Members Overview and business value An AI agent copilot and call center quality analytics app built on Snowflake.
  2. 2:50 02Problem Members Why cross-selling is hard Information overload and other factors make cross-selling difficult for agents.
  3. 1:32 03Architecture Members Data architecture Ingesting raw customer data into a unified platform.
  4. 2:56 04Capabilities Members Customer 360 capabilities A Customer 360 view drives AI product recommendations with ranking.
  5. 2:34 05Life events Members Tech stack and life events The platform stack and detecting life events that trigger needs.
  6. 1:27 06Engine Members The recommendation engine Adding parameters like premium, discounts, claim history and loyalty.
  7. 1:52 07Scripts Members AI script generation Generating ranked products with propensity scores and talking scripts.
  8. 1:06 08Interface Members The agent interface A Streamlit app with agent info, customer search, profile and insights dashboard.
  9. 2:35 09Demo Members Generating recommendations A detected move to a new home triggers new recommendations.
  10. 1:39 10Analytics Members Call quality analytics Call metrics, sentiment, transcripts, translation and extracted entities.
  11. 2:27 11Coaching Members Coaching and conclusion Using analytics to coach agents and improve, and closing thoughts.

Jobs this course suits

Our AI checked this course against 500 jobs; these get the most out of it. Each job links to its learning path.

Revenue Operations ManagersSales Operations AnalystsChief Revenue Officers (CROs)Manager of SalesSales and MarketingsCall Center SupervisorsCustomer Success ManagersVP of SalesSales ManagerSales ManagersChief Sales Officers (CSOs)CRM Managers