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CRMAI Office with Salesforce
Connected through a dedicated integration user with the permissions you grant.
What AI does in Salesforce
- Creates leads and cases
- Logs calls and emails
- Updates fields on your rules
Integrations that use it
Email inbox
An inbox that answers itself
Phone
Every call answered, day and night
Website chat
A chat that books, not one that chats
Questions
Do I need to move anything?
No. Salesforce stays where it is. AI Office reads and writes there through the official connection and you can revoke access from Salesforce at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from Salesforce are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do