Supported Functions
Real Bot Agent connects third-party voice and chat AI platforms to Salesforce, giving them a defined set of operations they can call to read from and write to your Salesforce data. Many conversational AI platforms have no native Salesforce integration; Real Bot Agent provides that layer.
Each deployment is configured to your Salesforce objects and your chosen AI platform, so the exact endpoints are specific to your org. The functions below describe the capabilities available — what the integration can do — independent of any single implementation.
Operation types
There are two kinds of function:
- Confirm — looks up and verifies an existing Salesforce record (for example, matching a caller to a known contact before continuing).
- Create — creates a new Salesforce record when no match exists or a new one is needed.
Supported functions
| Function | Operation | Salesforce object | Typical use |
|---|---|---|---|
Confirm_Account | Verify / look up | Account | Identify an existing account during a conversation |
Confirm_Contact | Verify / look up | Contact | Match the caller or chatter to a known contact |
Confirm_Case | Verify / look up | Case | Locate an existing case to reference or update |
Confirm_Registration | Verify / look up | Registration (events) | Confirm an attendee's event registration |
Confirm_Speaker | Verify / look up | Speaker (events) | Confirm a speaker record for an event |
Confirm_Exhibitor | Verify / look up | Exhibitor (events) | Confirm an exhibitor record for an event |
Create_Account | Create | Account | Create a new account from the conversation |
Create_Contact | Create | Contact | Create a new contact, e.g. during member onboarding |
Create_Case | Create | Case | Open a new case from a member or customer request |
How it fits together
During a conversation, the connected voice or chat AI platform calls these functions; Real Bot Agent runs them against Salesforce and returns the result. The standard CRM objects — Account, Contact, and Case — support member and customer onboarding and service. The event objects — Registration, Speaker, and Exhibitor — support event use cases built on Real Events.
Per-deployment configuration — Endpoint URLs and field mappings are configured for each deployment and are provided as part of your implementation. This page lists capabilities, not org-specific endpoints.
Was this helpful?
Last updated 1 month ago