Real Bots — Meeting Automation
Real Bot Agent connects Salesforce to third-party voice and text conversational AI agents and chatbots, letting them read from and act on your standard and custom Salesforce objects. It is a Salesforce managed package (namespace ribot) published on the AppExchange.
Get Real Bot Agent on the Salesforce AppExchange → View the listing and install
Documentation
These guides are organized by feature.
Meeting Automation
Reads the notes Google Gemini produces for your meetings, extracts the action items, and routes them through a human review step before creating standard Salesforce Tasks.
- Executive Overview — what it does, what it doesn't, and how it's governed.
- Pre-Install Checklist — confirm these items before installation.
- Administrator Guide — install and configure the feature.
- End-User Guide — use the review dashboard day to day.
Bot Integration (Voice & Chat)
Connects voice and chat AI platforms to Salesforce so they can confirm and create records during a conversation. Each deployment is configured to your objects and your chosen platform.
- Supported Functions — the operations the integration exposes.
- API Endpoints — endpoint reference with placeholders.
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Last updated 1 month ago