Sapling Howto
Sapling is an AI-powered writing assistant and communication platform that helps customer-facing teams compose personalized responses more efficiently through real-time suggestions, autocomplete, and quality improvement features.
View MoreHow to Use Sapling
Sign up for an account: Register for a Sapling account using your email address. A free trial of Sapling Pro is available for 1 month with no credit card required.
Install the browser extension: Install Sapling's browser extension to use it across different websites and platforms. This enables grammar checking, autocomplete, and other features.
Connect to your platforms: Integrate Sapling with your existing tools like ServiceNow, Salesforce, Zendesk, Amazon Connect, or Twilio Flex through their available integrations.
Set up snippets library: Create and organize commonly used responses in the snippets library for quick access. These can be inserted using text expansion shortcuts/macros.
Enable Sapling Suggest: Activate Sapling Suggest to get real-time response suggestions from your team's response bank while chatting with customers.
Use Autocomplete Everywhere: While typing, use the [tab] or [`] key to accept AI-powered autocomplete suggestions that appear across your messaging platforms.
Monitor grammar and language quality: Review and accept Sapling's grammar and spelling suggestions that appear underlined in red to maintain professional communication.
Access analytics and insights: Use the analytics dashboard to monitor team performance, quality scores, and gain insights from customer conversations through natural language processing.
Configure security settings: Set up security features like SSO, SCIM, and MFA if needed. Configure PII redaction and other security policies according to your requirements.
Sapling FAQs
Sapling is a language model copilot that integrates with messaging platforms and CRMs to help customer-facing teams compose personalized responses more efficiently. It provides real-time suggestions, autocomplete features, and response templates to improve response quality and productivity.
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