Your AI agents prepare customer meetings from Salesforce
Connect Salesforce and an agent prepares a brief for every customer meeting: who is at the table, which opportunities are open and what was agreed last time. Afterwards it logs the agreements. The connector is coming soon.
Accounts and opportunities in the chat
Agents read accounts, contacts and opportunities, including the activity history. They create a meeting brief, a proposal or a follow-up email and prepare an update for you.
- Accounts and contacts
- Opportunities and their stage
- Activities and notes
- Meeting briefs
- Updates and notes as drafts
Also works with
Exact Online
AvailableYour agents read ledger, invoices and contacts from Exact Online. They look up figures, read balances per period and check outstanding items.
HubSpot
Coming soonYour agents read contacts, companies and deals from HubSpot. They flag stalled deals and write follow-ups that build on the last contact.
Pipedrive
Coming soonYour agents read deals, stages and activities from Pipedrive. They flag stalled deals and prepare the next step for each deal.
Teamleader Focus
Coming soonYour agents read customers, deals, quotes and projects from Teamleader. They prepare quotes and report which projects go over budget.
Questions about Salesforce
Which Salesforce editions are supported?
We are targeting Sales Cloud with API access. If you use a different edition, let us know and we will take it into account.
When will Salesforce be available?
We build connectors in order of demand. Let us know you need it and you will be the first to hear.
What can I do today?
The Sales assistant already keeps leads and deals in the Leads and Deals views of your workspace.
Is my data used to train AI models?
No. Your data is not used to train AI models.
See what Salesforce and your agents do together?
In a 30-minute strategy call we look at which connectors and agents fit your process.