Using Salesforce?


Bring AI and Salesforce Live Agents together to Enhance Customer Experience

Haptik offers zero coding deep integration with Salesforce Service Cloud, enabling on-demand and automated support along with friction-free Salesforce Live Agent hand-off from a single interface. 

Deliver automation-first customer experience with Salesforce Chatbot Integration

Notch-up CSAT for Salesforce Service Cloud by quickly resolving more than 80% of support requests with automation.

Allow Salesforce Live Agents to focus on critical issues with user conversation context from Salesforce CRM. 

24*7 Sales and Support Channel

Use Haptik Virtual Assistants as the first line of support and automate answering FAQs, collecting key user information and slide tickets in Salesforce CRM for customer support queries. 

  • Omnichannel support including Whatsapp, Facebook, SMS, Twitter and others 
  • Improve First Response Time 
  • Maintain 360-degree customer view

Route High-Value Queries to Salesforce Live Agents

Seamless customer handoff from AI to live agent in real-time. Live Agents can access historical user data, chat transcripts and chat context from a single interface.

  • No toggling between systems 
  • No additional agent training required
  • Update users with their wait queue position

Hyper-Personalize Customer Conversations

Leverage existing user information stored in Salesforce to identify and engage with users proactively. No need to ask endless or repetitive questions.

  • Easy flow of information between platforms
  • Improve CSAT & NPS 

Automatic Case Creation in Salesforce

Automatically transfer user interactions like inquiries, service requests and more as Cases in Salesforce. Share ticket details with customers to increase transparency and build trust.

  • Easily reference logs for analysis
  • Single point for data consolidation
  • No manual efforts required from agents