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    Salesforce Integration

    Bring the power of conversational AI to your Salesforce ecosystem. VoiceCopilot AI reads and writes Salesforce data in real-time for fully contextual, automated voice interactions.

    What This Integration Does

    VoiceCopilot AI connects to Salesforce via REST API to access accounts, contacts, opportunities, and cases. Every voice interaction is enriched with CRM data and outcomes are written back instantly—activities logged, fields updated, tasks created.

    Setup in 4 Steps

    1

    Connected App Setup

    Create a Salesforce Connected App and configure OAuth.

    2

    Object Mapping

    Define which Salesforce objects and fields the AI can access.

    3

    Flow Integration

    Connect Salesforce Flows to trigger voice campaigns.

    4

    Deploy

    Roll out to teams with role-based access controls.

    Use Cases

    Opportunity Follow-up

    AI calls contacts on open opportunities with deal context.

    Case Resolution

    Automate case status updates and satisfaction surveys.

    Account Management

    Proactive check-in calls for key accounts.

    Event Follow-up

    Post-event outreach to campaign members.

    Example Automation Workflows

    Lead Assigned → Instant Call

    Lead assignment → AI calls within 5 min → Qualification completed → Opportunity created.

    Case Closed → CSAT Survey

    Case resolved → Voice survey triggered → Score captured → Salesforce updated.

    Renewal Approaching → Outreach

    Contract renewal in 60 days → AI calls account → Renewal intent captured → Opp created.