Agent assist in Lightning
Chat next to the ticket: the assistant sees case context and proposes grounded replies or next steps.
Integrations
Salesforce integration
Agent assist in Service Cloud with case context, CRM read/write, and embedded chat in Lightning.
If you search for a Salesforce integration, you do not want a new CRM. Your team already works in Service Cloud; the customer record lives on the case. The assistant reads ticket context, drafts a reply or next step, or handles first-line questions on chat, email, or phone — and writes the outcome back to Salesforce.
The integration is for teams that keep Lightning as the workspace. No data migration, no parallel file. Embedded chat on the case, CRM read/write in the flow, the same knowledge base and handover rules as your other channels. We set the assistant up around what your users actually need — right where the demand is.
We have a lot of experience helping Salesforce teams. Every org uses Salesforce differently: different objects, queues, and Lightning setup. That variety is exactly what we support. Data stays in the EU; we do not train models on your customer data.
What the integration does
Service Cloud stays the system of record. DataSpeak supplies the AI next to it and inside it.
CRM read/write in the flow
Lookup, update, and logging happen in Salesforce — not in a side screen your team never opens.
The same AI on every channel
Website chat, email, and phone share knowledge and rules; what happens there lands back on the case.
01
Why a Salesforce integration instead of a standalone bot
Standalone chatbots do not know your Salesforce data, or they paste a summary into a note nobody reads. Agents still jump between widget, knowledge base, and Service Cloud. DataSpeak runs in that workspace: the assistant uses the case, the customer record, and your knowledge sources in one motion. Escalation to a human carries that context. That is the difference between “we have a bot on the site” and “AI that works in Salesforce.”
02
Agent assist and customer contact
You choose per process how far the assistant may go. Agent assist: the agent asks in natural language for a draft reply, a summary, or the next step, grounded in your knowledge and CRM. Autonomous customer contact: the assistant runs the conversation on your channels, resolves where it may, and creates or updates the case. Handover to your team follows your rules — office hours, topic, sentiment — with the conversation attached, not a bare transcript.
03
Go live without replacing Salesforce
We connect to your existing Salesforce setup: objects, permissions, queues. Start with one high-volume use case — meter readings, policy questions, status updates — measure quality, then expand. Connectors and the API cover what is standard; custom flows remain possible. Your processes stay in charge. DataSpeak makes Service Cloud smarter and helps your team where they already work.
Frequently asked questions about the Salesforce integration
Click a Salesforce topic to start the conversation with Dana.
The integration
In Lightning
Go live
Connect Salesforce with DataSpeak?
Book a conversation; we will show how agent assist fits your Service Cloud environment.