Deep CRM Connectivity
Unlike simple webhook tools, our Salesforce integration is built for complex, enterprise-grade data structures.
Custom Object Queries
The AI agent can securely fetch data from Salesforce Custom Objects to answer complex, client-specific questions instantly.
Lead Generation
When a visitor is qualified, the agent generates a new Lead record in Salesforce, populating standard and custom fields.
Omni-Channel Routing
If a human is requested, the AI hands off the conversation to Salesforce Omni-Channel routing to find the right rep.
Case Deflection
For existing accounts, the AI solves Tier-1 support tickets and logs the resolution as a closed Case, reducing agent overhead.
FAQ
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