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Salesforce Bot by Kore.ai for Symphony
Salesforce Bot by Kore.ai for Symphony
by Kore.ai

Salesforce BOT, your Virtual Assistant to help you create and manage your opportunities, leads, contacts, and appointments

Salesforce Bot by Kore.ai for Symphony

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 Symphony team messaging. Salesforce.com is a cloud-based CRM software that offers a broad suite of CRM applications with a focus on sales and support.


Key Features:

  1. Self-serve with natural language ease to create and change leads, opportunities, and cases, add notes, view contacts, accounts, appointments, and reports, receive alerts, and more.
  2. Gain multi-channel convenience by completing tasks in one channel such as the desktop app or start in one and finish in another, such as mobile.
  3. Get instant visibility into leads, opportunities, and cases.
  4. Follow up instantly using actionable, simple response options.


To get started, you will need:

  1. An admin or business account with Salesforce.com.
  2. Your user credentials.

To add the bot within team messaging, 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


*Salesforce logo and trademark are owned by Salesforce.


Original release date: 2017-10-09

Requirements

N/A

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read AccountsView user account information, e.g. name, business name, and contact info
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
Webhook SubscriptionsManage and subscribe to webhook notifications
GlipDeprecated: TeamMessaging permission should be used instead