AI Receptionist for
Salesforce
Give your AI chat agent read-only access to Salesforce so it can look up contacts, accounts, and open opportunities on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your Salesforce AI Receptionist up and running in minutes.
Log into the Client Portal and assign Salesforce to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts recognizing known contacts on chat and answering with live Salesforce context.
Key Features
Everything your AI needs to handle Salesforce inquiries like a pro.
Contact Lookup
Your AI searches Salesforce contacts and accounts by phone, email, or name — surfacing the profile and recent activity so a returning customer is recognized instead of starting over.
Opportunity Context
A customer asking about a proposal or deal gets a read straight from your pipeline — stage, amount, and close date — so your AI can answer instead of taking a message.
Read-Only by Design
The Salesforce integration reads; it does not create, update, or delete records. New details captured in a conversation are handed to your team to enter, keeping your CRM clean.
Text Channels
Salesforce lookups run on your website chat, Facebook, Instagram, and WhatsApp — the surfaces where your AI queries records live during the conversation.
AI Receptionist for Salesforce Example Prompts
Copy and paste these prompts into your Salesforce AI Receptionist prompt box to get started quickly.
"When a new caller expresses interest in our services, ask qualifying questions: company size, budget range, and timeline. Create a new lead in Salesforce with these details and set the status to New. Let the caller know a sales representative will follow up within one business day."
Example 2 — Contact Lookup:
"If a caller says they have been working with someone on our team, look up their contact record in Salesforce by name or email. Check the contact owner and recent activity, then offer to transfer the call or take a message for their assigned representative."
Example 3 — Opportunity Update:
"When an existing customer calls about a proposal or quote we sent them, look up their opportunity in Salesforce. Provide details about the current stage and next steps. If they want to move forward, update the opportunity stage and note the conversation."
See It in Action
Here's how your AI Receptionist for Salesforce handles a real conversation.
Hi, this is Tom from Acme Corp — I'm asking about the proposal your team sent over last week.
Hi Tom! I can see your account. That's the Enterprise Platform proposal, currently in the negotiation stage, with Rachel Kim as your account executive. Would you like me to have Rachel follow up?
Yes please — we're ready to move forward but have a couple of questions about the implementation timeline.
I'll pass that to Rachel along with your questions and number so she can reach out. Is there a time that works best for you?
Frequently Asked Questions
Related Integrations
Built for Sales & Revenue Teams
Your AI receptionist works your pipeline live — identifying contacts, capturing leads, and logging every call straight into your CRM.
For your firm
- Never miss a lead. Inbound calls are captured and written to your CRM 24/7, so no opportunity slips.
- Context on every call. Callers are matched to existing contacts, so conversations start informed.
- Clean records. Every call is logged automatically — no manual data entry.
For your customers
- Always answered. Calls are handled any time, not just when a rep is free.
- Informed conversations. The agent already knows who they are and their history.
- Fast follow-up. Details are captured and routed so nothing is forgotten.