AI Agents linked to Salesforce
Connect Conversed.ai to Salesforce and let your AI Agents create leads, retrieve customer profiles, and use relevant customer data as context. Deployable for your chat, email, voice, and ticket agents.
BOOK A DEMO NOWCore benefits
- Create and close leads from conversations
- Retrieve customer and account profiles
- Usable for chat, email, voice, and ticket agents
- Full insight and control over AI responses
- Extensive optimization options in the platform
Control & Safety
- Relevant customer data as context for the agent
- Secure, controlled data exchange
- Only the fields that are needed
- ISO 9001 and ISO 27001 certified
- All LLMs run within the EU
Why you Salesforce coupled with Conversed.ai
Salesforce is the central CRM for sales and customer contact at many organizations. Conversed.ai connects to it so that AI Agents work with real customer context and immediately record new leads.
When a conversation presents an opportunity, the AI Agent immediately writes the lead to Salesforce. This way, valuable information lands directly in the right place in your pipeline, without manual retyping. Your sales team can follow up immediately.
The agent retrieves profile and account information from Salesforce to know who they are talking to. This ensures that responses are tailored to the specific customer's situation, making the conversation feel personal rather than generic.
By providing the right customer data as context, the agent can provide more targeted and accurate answers. Questions are answered based on what is actually known about the customer. This increases both the speed and quality of the interaction.
The Salesforce integration works not only for chat but also for your mail, voice, and ticket agents. Wherever customer context is needed, the agent can access it. This allows you to leverage your CRM across all your channels.
The coupling is set up according to the principle of least privilege: the agent only gets access to the fields that are necessary. This way, you maintain control over what data is exposed and sensitive information remains protected. Security and usability go hand in hand here.