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.

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.

Through the official connection
The agent works through the official connection of the package, with its own user. No shared passwords.
Only the rights it needs
What the agent reads and what it prepares is set out in the AI agent design beforehand.
Nothing without your check
The agent prepares, you approve. What it may later push through on its own, you agree together.

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.

Agent

Which work in Salesforce do you want to get rid of? Describe one task, and I will create your AI agent design.

DaarnaAI agent projectFrom AI agent design to an agent running in your own systems, in 2 to 4 weeks.