AI Chatbot for SMS, Text and WhatsApp in Salesforce
Most customer questions arrive outside office hours, and most of them are simple. An AI chatbot connected to your Salesforce data can answer those instantly over SMS, text and WhatsApp — and pass anything genuinely complex to a human with the full conversation attached.
Answering messages without waiting for office hours
An AI chatbot reads the incoming message, checks the matching Salesforce record, and replies in the same thread the customer already uses. Order status, appointment times, opening hours and balance questions are resolved in seconds rather than sitting in a queue overnight.
Because the chatbot works from live Salesforce records rather than a separate knowledge base, the answer a customer receives at 2am is the same answer your team would give at 2pm.
Knowing when to hand over to a person
Automation earns trust by knowing its limits. When a message signals frustration, a complaint, or a request the AI has no confident answer for, the conversation is escalated to the right team with the full history already in place.
Your team picks up mid-conversation with complete context, so the customer never has to explain themselves twice. Every message, automated or human, is written back to the Salesforce record for a single audit trail.