The case is born in the right account
It is linked to the contact who is writing and to their account, so whoever opens it sees the customer's full history.
INTEGRATION · SALESFORCE
Webchat
WhatsApp
Instagram
Email
Every support request, turned into a Salesforce case
Connect your org and choose what the agent may do: recognise the customer, open the case on their contact and account, register the lead, the task or the opportunity, and answer with the status of whatever is already open.
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WhatsApp
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Email
WHAT YOUR TEAM GAINS
Your case queue fills itself, and filled in properly
Salesforce is where your support team works. The agent writes there while the customer is still in the conversation, with the details your team would otherwise have to ask for.
You know where it came from
The case origin says whether it came in through WhatsApp, the website, Telegram, Instagram, the phone or email.
The fields your team uses
Priority, type or any field your org lets you fill in: you choose which ones each case carries and with what value.
The customer asks, the agent answers
"How is my issue going?" no longer reaches your queue: the agent reads the case and answers with its status and who is handling it.
AVAILABLE ACTIONS
What the agent can do in your Salesforce
Eight actions, each one switched on or off from your panel. The agent only does what you enable and what the user you connect with is allowed to do.
01
Finds the customer by email
Before answering, it searches your contacts and your unconverted leads to see whether whoever is writing is already in Salesforce.
02
Finds them by phone number
On WhatsApp there is no email address, there is a number. The agent searches the phone fields for it and picks up the same record.
03
Creates or updates the contact
If they are not there, it creates them with their name, email and phone. If they are, it completes their record without opening a second one.
04
Opens the support case
Subject, description, origin and the fields you choose, linked to the contact and their account. If that contact already has an open case with the same subject, it updates that one instead of opening another.
05
Creates the follow-up task
What was promised in the conversation becomes a Salesforce task linked to the person who asked for it.
06
Registers the lead
Name, company, email, phone and the channel as its source. If that person already has an unconverted lead, it updates it instead of duplicating it.
07
Opens the opportunity
The opportunity is created with its stage and closing date and linked to the contact as the primary contact.
08
Looks up what is already open
It reads the most recent case, lead, task or opportunity and answers with its status, its number, its owner or its closing date.
HOW IT WORKS
One conversation, one numbered case
A customer writes again on WhatsApp to find out how their issue is going.
Your support agent
Online
Status of my case
Talk to a person
I have another issue
Type your question…
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CLEAR LIMITS
What it writes on its own and what stays with your team
The agent writes it
- Cases and follow-up tasks
- Contacts, leads and opportunities
- The status of whatever is already open
Your team decides it
- Which permissions the connection has
- Which fields each case carries
- How each case is resolved and closed
START RISK-FREE
Your first agent, ready in minutes
Try Aizy for 30 days. We help set up your agent, load knowledge and connect your channels.
- Consistent answers in your brand tone.
- Shorter response times and happier customers.
- More time for complex, high-value conversations.
- Reduced operational load in support teams.
FAQ
Frequently asked questions
Do I need a Salesforce developer?
No. Whoever administers your Salesforce registers a connection app in your org following our guide, pastes its two keys into the Aizy panel and authorises it. There is no package to install and nothing to program.
Can I try it in a sandbox first?
Yes. You enter your sandbox login domain (test.salesforce.com) or your org's My Domain, and the connection works against that environment.
What if the connected user lacks permission for something?
That action does not show up. When connecting, Aizy checks what that user can read, create and edit on each object and only offers the actions they can perform.
What if my origin list has no WhatsApp value?
The case is still created. You can set the origin you prefer in the task and, if your org rejects the value, the agent retries without it so the case still reaches your queue.