CRM
Salesforce connection with an AI agent.
Salesforce knows what was agreed. The agent uses that data to check and prepare work, for example purchase invoices.
- 1
Agent
An invoice or question comes in
The agent looks up the agreements in Salesforce.
- 2
Agent
Compared side by side
If it matches, it is ready.
You
You check
Only the differences.
What an agent does in Salesforce.
Examples of work the agent prepares. What your agent does exactly is set out in the AI agent design.
Check invoices against Salesforce
Does the invoice match what was agreed in Salesforce? The agent compares them and reports the difference.
Update data
The agent prepares changes from emails or documents in Salesforce.
Answers from the CRM
The agent looks up customer questions in Salesforce and prepares an answer.
Create your AI agent design for Salesforce.
The UnifyAI Agent shows in a few minutes what an agent prepares for you in Salesforce, what you check and roughly what it costs.
- 1
Describe the work
Which task in Salesforce you do by hand today.
- 2
Answer a few questions
How often, where it comes in and who checks it today.
- 3
Receive your AI agent design
The steps, the connections and a price indication.
AgentWhich work in Salesforce do you want to get rid of? Describe one task, and I will create your AI agent design.
Continue with your AI agent design
Powered by ClaudeRelated processes.
Questions about the Salesforce connection.
Does the agent need to write in Salesforce?
Not necessarily. For checking, reading is enough. Whether it may also update anything, we record in the AI agent design.
How does the connection stay secure?
The agent only gets the permissions it needs for its task. Which data it reads and what it may prepare is set out in advance in the AI agent design. Whatever matters is checked by a person before it goes through. More on Security and management.
Am I tied to you afterwards?
No. The agent and the connection are yours and fully transferable. Hosting can be with us or in your own environment.
