Bagel AI provides real-time product suggestions to ensure no customer pain goes unnoticed, easily surface products requests to product teams, and automatically tie each request to revenue & business context so that roadmap is geared towards impact.
In addition, the plugin provides real-time visibility into the product pipeline and progress of each request, so that reps can keep their customers informed and close the loop at lightning speed.
Install the Bagel application
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1) Open the following link
2) Enter your credentials to log into your Salesforce account.
Note: if login fails, try replacing the beginning of the URL link above (https://login.salesforce.com/) with your actual company sub-domain used for Salesforce (format should be https://mysubdomain.my.salesforce.com/)
3) In the installation page, select install for all users, mark the checkbox, and click on install
Configure app permissions
Once app installation is completed you will be directed to the 'Installed Packages' page.
4) On the left bar, click on App Manager
5) Under the Bagel row click the drop down box and select manage
6) Under OAuth Policies section, in Permitted Users drop down, select Admin approved users are pre-authorized
7) Click on save
Configure app layout
For your convenience a recorded video of this step by step guide