Kore.ai provides integration for a built-in Salesforce Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Salesforce Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Salesforce, and the notification messages that you want. This topic describes the Salesforce built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.
About the Kore.ai Bot for Salesforce
Salesforce is the leader in cloud computing, offering applications for all aspects of your business, including CRM, sales, ERP, customer service, marketing automation, business analytics, mobile application building, and much more. And it all works on the same, connected platform, drawing from the same customer data.
Integration Type | Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval. |
Category | Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category. |
Configuring Salesforce
To configure web service tasks, you need to add the Salesforce Bot from the Kore.ai Marketplacetab in the Kore.ai application, and then setup the task.
To setup a Salesforce task, click Connect to Salesforce, enter the Salesforce URL for your company, for example, https://salesforce.com, your Salesforce account user name (not your email address), your password, and then press Enter.
After you are connected, you can perform tasks for Salesforce directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Salesforce.
The following table describes Salesforce tasks that you can integrate with Kore.ai.
TASK | TO CONFIGURE THIS TASK… |
---|---|
Add Opportunity to Note | In the Perform Task dialog,
In a space room, you can enter the @salesforce addoppnote Bot command to invoke and configure this task. |
Change Lead Status | In the Perform Task dialog,
In a space room, you can enter the @salesforce updtleadstat Bot command to invoke and configure this task. |
Change Opportunity Owner | In the Perform Task dialog,
In a space room, you can enter the @salesforce changeoppowner Bot command to invoke and configure this task. |
Create Case | In the Perform Task dialog,
In a space room, you can enter the @salesforce newcase Bot command to invoke and configure this task. |
Create Contact | In the Perform Task dialog,
In a space room, you can enter the @salesforce newcontact Bot command to invoke and configure this task. |
Create Lead | In the Perform Task dialog,
In a space room, you can enter the @salesforce newlead Bot command to invoke and configure this task. |
Create Opportunity | In the Perform Task dialog,
In a space room, you can enter the @salesforce newopp Bot command to invoke and configure this task. |
Recently Closed Opportunities | In the Perform Task dialog, select Send Opportunities that closed in the last to generate the report. In a space room, you can enter the @salesforce getrcopps Bot command to invoke and configure this task. |
Update Contact | In the Perform Task dialog,
In a space room, you can enter the @salesforce updtcontact Bot command to invoke and configure this task. |
Top Opportunities | In the Perform Task dialog, enter Number of Opportunities. In a space room, you can enter the @salesforce gettopopps Bot command to invoke and configure this task. |
Update Opportunity | In the Perform Task dialog,
In a space room, you can enter the @salesforce updtoppstat Bot command to invoke and configure this task. |
You can setup message notifications to your Kore.ai account using a Salesforce web service. Click , click Get notified when…, and then click one of the following Salesforce web services described in the following table.
TASK | TO CONFIGURE THIS TASK… |
---|---|
Case Updates | In the Setup Task dialog,
|
Opportunity Closed Lost | In the Setup Task dialog,
|
Opportunity Closed Won | In the Setup Task dialog,
|
Opportunity Updates | In the Setup Task dialog,
|
Opportunity Created/Updated over $x | In the Setup Task dialog,
|
Lead Updates | In the Setup Task dialog,
|
Next Steps
After Salesforce is configured as web service, when any of the events occur in Salesforce, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.