This is a demo integration with Salesforce for fetching and displaying real-time CRM data. Authorized staff can pull Salesforce data on-the-go over a secure connection.
A prompt for the user to authenticate is part of the conversation flow and once they do, the chatbot starts querying Salesforce to retrieve the data requested.
The Salesforce records the chatbot can serve range from various contact details to leads and opportunities closed / won.
The chatbot leverages advanced algorithms to extract meaning and disambiguate.
Get in touch to learn more about how to get started with this chatbot.