CRM
AI voice agent integration
AI voice agents connected to Salesforce
TL;DR
miniflo agents read and write Salesforce records during and after every call, so leads, contacts and call notes land in Salesforce without anyone re-typing them.
What can the agent do with it?
Create or update a lead or contact from an inbound call
Log the transcript and call summary against the record
Pull a contact list into an outbound calling campaign
Which agents can use it?
Any miniflo agent can use it where it fits your process: the AI receptionist for inbound calls, outbound calling campaigns, the customer support and FAQ agent, insurance renewal calls and EMI reminders.
How long does it take, and what does it cost?
Integrations are set up as part of your build, and most agents go live in about 4 weeks. Every build is quoted after a free discovery call, with a fixed setup price within 48 hours. Ongoing LLM token and call-minute usage is billed at cost, with no mark-up.
Common questions
Do we need anything special in Salesforce?
We connect through Salesforce's API using a dedicated integration user. We check your edition and access during discovery.