Customer channel & AI
- MENU
- Buttons that guide customers to the right path
- KB
- Answers grounded in your knowledge base
- FALLBACK_AGENT
- Hand over to a team with full history
Already on Salesforce? Add WhatsApp, AI and live chat without leaving it
DialogueBase is a complete platform on its own. If your team already lives in Salesforce, keep it for accounts, leads, cases and reports. DialogueBase adds the WhatsApp channel, an AI assistant, one knowledge base, live chat and WhatsApp broadcast, and moves the data through the Salesforce Connector.
Live demo
From a WhatsApp broadcast to a Salesforce Case
One customer asks about paying tax by credit card, applies, and is handed to an agent working inside Salesforce.
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Message
Behind the scenes
Inside Salesforce
Agents and marketing never leave Salesforce
DialogueBase screens open inside the Salesforce console with single sign-on. Seven moments, from the broadcast to a statement question.
Building blocks
What the Salesforce Connector is built from
Data to and from Salesforce
- Integrated Action
- Calls the Salesforce REST API to create a Lead, update a Case or look up an account
- INTEGRATION
- A chatbot step runs the action mid-conversation
- INTEGRATION_ACTION
- A workflow runs the action when a record changes
Agents & marketing
- Live chat routing by team, queue and agent status
- AI summary of every bot and agent conversation
- One knowledge base shared by the bot and agents
- WhatsApp templates, segments and campaign results
- Single sign-on, with Salesforce users mapped to DialogueBase users, teams and permissions
More features