What you get

By connecting Salesforce Sales Cloud, your agent can sync leads from your conversations with your Salesforce org, and you gain tools for the agent to look up and write to Salesforce while chatting with a customer — for example, checking whether a lead with that email already exists before creating a duplicate.

Note — Always Lead, never Contact or Opportunity

This integration works in v1 exclusively on Salesforce’s Lead object: it creates and updates leads, and moves their Status field. It never converts the lead to Contact nor touches Opportunity — that conversion is yours to decide, inside your own Salesforce, whenever it’s appropriate.

This integration activates two independent surfaces, explained in detail in sections 5 and 7:

• Three panel actions (section 5) — things that happen in the background when something occurs on your Platform: a new lead, a stage change, a resolved conversation.
• Five AI agent tools (section 7) — operations the agent can invoke on its own during a conversation (search, look up, create or update a lead, add a note).

Both surfaces are born off until you turn them on.