LivePerson Connector for Salesforce provides a unified and sleek agent workspace experience for brands working with Salesforce.
Agents can seamlessly login to Salesforce and directly engage with customers to manage tasks like:
- Accept incoming conversations across different messaging channels
- Resolve customer issues & escalate/transfer conversations to other human/bot agents
- Communicate with consumers over familiar messaging channels within Salesforce. This includes all messaging channels supported, such as web messaging, SMS, WhatsApp, Apple Messages for Business, Facebook Messaging, brands' mobile app, etc.
- Get rich customer context with automatic matching capabilities based on email, phone or name.
- Relate cases and opportunities to the Conversation and automatically save data to Salesforce.
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Configure and Connect to LivePerson
