AI receptionist for Salesforce: New callers become Salesforce leads.
After every call and website chat, your receptionist finds the person in Salesforce or adds them as a new lead, rates them and logs what was said.
Salesforce is coming soon. It isn't available to connect yet. Until then, Zapier or Make can pass new leads and bookings on, and Pipedrive and GoHighLevel connect directly.
30 free minutes · No credit card · Set up in about 10 minutes
Last updated
After a call
A lead and a logged call, in Salesforce.
- It looks for the person by phone, then email, before adding anything
- New callers become a lead, with a hot, warm or cold rating
- Each call is logged as a completed task with the summary and length
- Spam calls and calls without a phone number or email are left out
What lands in Salesforce
A lead with a logged task
- Lead
- Name, phone and email, from the phone or the web
- Rating
- Hot, warm or cold
- Task
- Completed, with the summary and how long it was
Recordings and full transcripts stay in your dashboard.
Setup
Three steps, once it's switched on.
Salesforce isn't available to connect yet. This is how it will work.
- 1
Set up your receptionist
Start free, pick your type of business and add your website. About ten minutes, on your phone.
- 2
Connect Salesforce
In Settings, press Connect and sign in to Salesforce.
- 3
Make a test call
Talk to your receptionist in your browser, then find the new lead in Salesforce.
A good fit with Salesforce for
No. It searches by phone number, then email, and updates the person it finds.
No. It adds or updates the lead and logs a task. You decide what happens next in Salesforce.
Both. The same receptionist answers your phone and the chat on your website, and both are handled the same way.
Not yet. Salesforce is coming soon. Until then, Zapier or Make can pass new leads and bookings on, and Pipedrive and GoHighLevel connect directly.
Plans start at $99 a month with 200 call minutes included. You can try it first with 30 free minutes, no credit card and no contract.
Every caller, in Salesforce.
Set up your receptionist free today and test it in your browser.
30 free minutes · No credit card · Cancel any time