Turn a chat into a record your sales team can act on
The AI assistant answers product questions, collects the details in the chat and creates the record your sales team works from, in DialogueBase or in Salesforce. No fixed sales template to fit into.
- Shown with
- Credit cards, with Salesforce
- Loyalty programme
- Also fits
- Insurance
- Property
- Education
- Car dealers
- Wealth management
- B2B services
From campaign reply to sales follow-up
Sample: Acme Finance, a fictional card issuer using Salesforce.
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01 Marketing
A campaign reply starts the chat
A tax-season WhatsApp campaign goes to existing customers. One tap on 我想了解 and the AI assistant explains the offer.
In the demo Rebate, annual fee and income requirement answered in the chat, then the documents needed.
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02 AI assistant
Details collected, record created
The AI assistant collects the application in the chat. An integration action creates the record in Salesforce, with the source, the campaign and the conversation attached.
In the demo Card, tax payment, credit limit, employment, occupation and monthly income: a Platinum Card for HK$120,000 of tax, sent to the Card Sales Queue.
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03 Sales
Sales picks up with context
The agent sees the chat, the Salesforce contact and an AI summary side by side, and inserts the right answer from the shared knowledge base.
In the demo Ken confirms the credit limit rule from KB-112 and replies in one step.
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04 Every team
The outcome is on record
When the chat closes, the Case in Salesforce gets the AI summary, the next step and the full transcript.
In the demo Case 00012876 closed with the next step for Card Sales.
The record lands in your own object
No Salesforce? The same chatbot step creates the record in a DialogueBase custom object. Here a member submits a form on WeChat, one question at a time, and the team reviews it in the console.
Sample: HarbourPlace Rewards, a fictional mall loyalty programme.
