Salesforce Integration

The assistant can now query and update Salesforce records without leaving Interloom. Ask it to look up an account, check the status of an opportunity, pull contact details, or update a record. It talks to your Salesforce instance directly.

For teams that split their time between CRM and case management, this cuts out the constant tab-switching. The agent can also cross-reference Salesforce data with the current task, pulling in relevant account history or deal status as part of the conversation.