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AI Assistant

CRM, helpdesk and sales

Salesforce

Leads and cases in Salesforce from every conversation your mate has.

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This connection is on the way

It is not something you can switch on yet. Here is what it will do and how it will be set up, so you know what to expect.

01What it does

Leads and cases written from conversations

Connect Salesforce and your mate creates or updates a lead from a sales conversation, opens a case with the transcript on hand-off, and reads a signed-in customer's account to answer their questions.

02See it in place

Try it on a real site before you connect it

The channel itself is still being built — the demo previews the experience on a real invented brand.

Salesforce desk

Live demo

Orrery Instruments

An instrument maker whose applications desk narrows a specification from published data and captures it as a structured enquiry: grounded technical answers, an in-chat form card, WebMCP page actions, its own MCP server and identified customer lookups.

Open the live demoDemo details

03How to switch it on

  1. Sign in to Salesforce when you connect it and allow the objects you want written.

  2. Map what a conversation writes — lead, contact, case — and what it may read.

  3. Publish; the next conversation shows up in Salesforce.

04What it needs

A sign-in to your Salesforce account when you connect it, and the scopes you allow.

05Questions

We build the channels our customers ask for first. Use “Get notified” and we will tell you the day it opens — no date is promised until it is real.
Yes — one assistant, one memory and one set of tools, whichever channel the customer writes on.

Be the first to know

Tell us this is the channel you want and we will let you know the day it opens.

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