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Integrating Salesforce with AI agents - Advanced


Using rich messaging in advanced AI agents with Salesforce

What's my plan? Add-on AI agents - Advanced Everyone likes having an experience that is visually appealing ...

Edited Feb 11, 2025

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Enabling the Salesforce rich messaging plugin for advanced AI agents

What's my plan? Add-on AI agents - Advanced Rich messaging, such as buttons and carousels, are not supporte...

Edited Feb 11, 2025

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Troubleshooting the Salesforce chat automation for advanced AI agents

What's my plan? Add-on AI agents - Advanced Here are the most common issues and suggested fixes: Widget d...

Edited Feb 11, 2025

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Importing CSAT from Salesforce into AI agents - Advanced

What's my plan? Add-on AI agents - Advanced If you are measuring customer satisfaction, also known as CSAT,...

Edited Feb 11, 2025

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Using carousels in advanced AI agents with Salesforce

What's my plan? Add-on AI agents - Advanced Carousels as a type of rich messaging that is supported by our ...

Edited Feb 11, 2025

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Updating cases in Salesforce from AI agents - Advanced

What's my plan? Add-on AI agents - Advanced This article talks about how to update a case that’s been creat...

Edited Feb 11, 2025

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About Salesforce rich messaging with advanced AI agents

What's my plan? Add-on AI agents - Advanced Everyone likes having an experience that is visually appealing ...

Edited Feb 11, 2025

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Available CRM actions for advanced AI agents and Salesforce

What's my plan? Add-on AI agents - Advanced CRM actions enable communication between AI agents and your CR...

Edited Feb 11, 2025

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Adding multiple advanced AI agent users for Salesforce

What's my plan? Add-on AI agents - Advanced Salesforce has a limit of allowing a maximum of 100 concurrent ...

Edited Feb 11, 2025

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Connecting your advanced AI agent to Salesforce

What's my plan? Add-on AI agents - Advanced The steps are the same for both Lightning and Classic. Our ...

Edited Feb 11, 2025

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Connecting your advanced AI agent to Salesforce (Chat)

What's my plan? Add-on AI agents - Advanced The steps are the same for both Lightning and Classic. Our ap...

Edited Feb 11, 2025

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Connecting your advanced AI agent to Salesforce (Case)

What's my plan? Add-on AI agents - Advanced We integrate natively with Salesforce which means the AI agent ...

Edited Feb 10, 2025

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