Salesforce BOT, your Virtual Assistant to help you create and manage your opportunities, leads, contacts, and appointments
This bot lets sales reps and support agents watch and manage leads, opportunities, pipeline complexities, and cases that need attention – with the power of chatbots, the simplicity of natural language, and the convenience of speech and text – all right within Rainbow Office. Salesforce.com is a cloud-based CRM software that offers a broad suite of CRM applications with a focus on sales and support.
To get started, you will need:
To add the bot within Rainbow Office, simply select “New Conversation” and enter the name of the bot, or search for the bot in “People” to add to an existing message thread. Once the bot is added, the bot will present you with a greeting. Prior to performing your first command, you will be asked to authenticate with the two items listed above. Once connected, message “help me” or “what can you do,” and the bot will provide you a list of tasks it can perform for you.
Contact us via Partner@kore.ai for pricing or help in setting up your bot
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