Salesforce
Available on Pro and above, from $149/month

Put an AI agent inside Salesforce Service Cloud

Connect your Salesforce org with one-click OAuth and let your AI agent reply to new cases, draft responses your agents review on the Case page, create cases, contacts and leads from conversations, and escalate web chats to a Salesforce agent through Enhanced Chat.

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Deploy screen listing the channels an agent can go live on
1
OAuth connection to a production or sandbox org
2
Reply modes: automatic, or drafts your agents review
1
Shared knowledge base
Capabilities

Cases, CRM records and live escalation, in one agent

The agent works in your org's own objects and hands live chats to your Omni-Channel agents.

Auto-reply to cases

Turn on auto-reply and auto-assign, choose the Salesforce user who owns the cases, and the agent answers new cases from your knowledge base as public comments.

Draft responses on the Case page

Install the Solveo Salesforce package and add the Draft Response action to the Case page. Your agents review and edit the draft before posting. Works with auto-reply off.

CRM and case actions

Create cases, check case status, create and update contacts, create leads and opportunities, and assign owners from any conversation.

Service Cloud knowledge search

Search your Salesforce knowledge articles for an answer alongside the SolveoAI knowledge base.

Escalate web chats to a Salesforce agent

Escalate chat widget conversations to a human through Enhanced Chat (MIAW) and Omni-Channel. The AI stops replying once your agent has the conversation. Chat widget only.

Closed-case import

Import closed cases, with their comments and emails, into the knowledge base and resync on a schedule.

Why teams choose this channel

Built for Service Cloud teams, not bolted onto a widget

The AI answers first; your agents, queues and reporting stay in Salesforce.

  • Connect a production or sandbox org with OAuth; reconnecting remembers the host.
  • Same knowledge base, actions, and escalation rules as every other channel.
  • Auto-assigned cases are owned by a Salesforce user you choose; public comments post from the integration user.
  • Closed cases import into the knowledge base, so past resolutions become answers.
Read the Salesforce setup guide

Production or sandbox, one OAuth popup

Pick Production or Sandbox, optionally enter your My Domain, authorize, done. A Connected App with username, client ID and secret works as a manual fallback.

  • OAuth connect
  • Sandbox supported
  • Salesforce-specific instructions
FAQ

Common questions

Which plans include Salesforce?
Salesforce is available on Pro and above, from $149/month, as both a deployment channel and an action integration.
How do I connect my Salesforce org?
From the Deploy panel, click the Salesforce card, then 'Connect with Salesforce'. Choose Production or Sandbox, optionally enter your My Domain, and authorize in the popup. Manual setup with a Connected App is also supported.
Can my agents review AI answers before they are posted?
Yes. Install the Solveo Salesforce package and add the Draft Response action to the Case page. Agents review and edit the draft before it is posted, and this stays available with auto-reply off.
How does escalation to a live Salesforce agent work?
A chat widget conversation is escalated through Enhanced Chat (MIAW) and Omni-Channel to one of your agents, who replies in the same thread. The AI stops answering once the human has it. This applies to the chat widget only.
Can the agent learn from past cases?
Yes. Import closed cases into a knowledge base from the Sources area; they resync on a schedule, and turning the import off removes that knowledge.

Get started

Give Service Cloud an AI first responder

Connect your org with one-click OAuth, choose automatic replies or reviewed drafts, and let the AI answer new cases.

Start building freeView pricing