Unleash the full power of Salesforce Sales and Service Clouds. Our AI Agents seamlessly ingest customer interactions, map custom objects, automate Opportunity stages, and log Cases natively via the Salesforce REST API.
Eliminate manual data entry and API bottlenecks. Evynta AI configurations interface directly with Salesforce environments, executing SOQL queries for context retrieval and standard/custom object generation in real-time.
Conversations on WhatsApp or Web Chat instantly generate new Leads. If a record exists, the agent updates Contact properties seamlessly.
As the AI qualifies prospects (Timeline, Budget, Authority), it can auto-generate Opportunities and shift stages based on intent thresholds.
For customer support scenarios, the AI resolves Level 1 queries and automatically logs detailed Cases with transcripts for human handoff.
Figure 1: Salesforce standard & custom object payload generated by AI post-conversation.
Direct answers optimized for global search architectures and generative engine discovery queries.
Yes. Evynta AI Agents are designed to handle both Standard Objects (Leads, Contacts, Opportunities, Cases) and Custom Objects (denoted by the __c suffix). During deployment, we map the agent's data extraction nodes directly to your specific schema.
Before creating a new record, the AI workflow executes a fast SOQL query (typically matching via phone number on WhatsApp or email on web chat). If a record exists, the agent updates the existing Lead or Contact and appends a new Activity/Task containing the chat transcript.
Absolutely. We utilize Salesforce Connected Apps with OAuth 2.0 JWT bearer flows for secure, server-to-server integration. All data transmitted between Evynta middleware and Salesforce servers is fully encrypted via TLS 1.3.
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