Salesforce

By integrating directly with Salesforce, our AI voice agents become a true front-line extension of your franchise’s sales and service teams. When a consumer calls in, the AI can instantly identify the caller, retrieve relevant customer or lead records, and understand prior interactions—whether it’s a past service appointment, an open opportunity, or an unresolved case. This context allows the AI to respond intelligently in real time, providing faster, more personalized conversations that feel informed rather than scripted.

During each call, the AI can automatically create, update, and enrich Salesforce records without human intervention. New leads and cases are logged as soon as a call begins, notes and call summaries are written back at the end of the interaction, and key data—such as service type, urgency, location, and conversion outcome—is structured and stored in Salesforce. For franchise brands, this ensures consistent data capture across locations while eliminating the manual data entry that often breaks down at the frontline.

Most importantly, the Salesforce integration closes the loop between conversation and action. The AI can trigger workflows, route opportunities to the right franchisee or territory, schedule follow-ups, and hand off high-value calls to human staff when needed. For home and automotive service brands, this means fewer missed leads, better visibility across the franchise network, and a single system of record that reflects what actually happened on every customer call—not just what someone remembered to log.