Go back
Guides

A Guide to Working Cleverly with Salesforce

Everything you need to know about our integration with Salesforce

Download your guide

What's inside?

Cleverly is the AI-enabled solution that helps Customer Support teams be more efficient. This guide will walk you through all the steps you need to follow to make the best of Cleverly’s Salesforce integration.

Integrating with Salesforce will allow you to:

  • Categorize and prioritize cases with Triage;
  • Suggest procedures and replies to your agents with Assist;
  • Automatically handle simple and repetitive requests with Automations.

New to Cleverly?

Sign up for a demo to get your questions answered with one of Cleverly's specialists.