Bot Integration (Voice & Chat)
Connect Voice AI and conversational agents with Salesforce.
Real Bots provides Salesforce-native services that allow authorized AI agents to read and act on Salesforce data during a live conversation — confirming a caller's details, looking up records, and creating records with the fields your process requires.
How it fits
Each deployment is configured to your objects and your chosen voice or chat platform. The integration exposes a fixed set of operations; the platform calls them during a conversation and uses the response to continue the dialogue.
Documentation
- Supported Functions — the Salesforce operations exposed to connected platforms.
- API Endpoints — endpoint reference for confirming and creating Salesforce records.
Security
Access is granted through the Real Bots permission model and is scoped to the objects configured for the deployment. See Permissions & Security.
Was this helpful?
Last updated 1 month ago