Skip to main content
Chatbase provides a quick and easy way to add an intelligent AI-powered agent to your Salesforce organization. In just a few minutes, you can make a Chatbase agent available across your company’s Salesforce organization. The agent will be able to respond to users’ cases and help the workspace provide round-the-clock automated support.

​
Setup Guide

Here’s how to integrate a Chatbase agent into your Salesforce organization:

​
Step 1: Access and Configure Your Chatbase Chatbot

These steps assume that you have already created a Chatbase account and that you have a Chatbase agent already available for use. If you haven’t yet, create a Chatbase account and build your first AI agent. For example, you can create a company FAQ agent to handle common employee questions or build a recruiting assistant to screen candidates and schedule interviews. Get your agent ready before moving to the integration. Read More: A step-by-step guide to creating a Chatbase agent in just a few minutes.

​
Step 2: Connect the Salesforce Integration

1. Once you have a Chatbase account and a agent set up, head over to your dashboard. On your dashboard, you’ll find a list of all the agents you have created. Locate and click on the agent you wish to integrate with Salesforce. 2. Click on the Deploy tab from the sidebar. 3. Find the Salesforce integration and click on Connect. 4. A new tab will open. It will ask you to login to your Salesforce account to authorize the integration.

​
Step 3: Configure the Salesforce Integration

1. Once you have authorized the integration, click Manage on the Salesforce integration card to configure the integration. 2. You should see the following screen. Select the following options:
  • The Salesforce user that the bot will reply as.
  • Determine if cases should be automatically assigned to the agent.
And then click on Save. image 3. The AI Configuration page will pop up. If you click on Go To AI Settings, you’ll be redirected to the AI Settings page, there you can choose a different AI Model or change the instructions for the agent. This is useful if you want to instruct the agent to escalate the case to a human agent in certain cases (e.g. escalate to a human agent if the user asks for a refund …etc) image