Salesforce + Corebee
Enterprise CRM integration
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86%of tickets resolved automatically, with no human in the conversation.
And it always says it is an AI. It discloses that it is an AI and cannot be talked out of it, and it hands the conversation to a person as soon as someone asks for one.
On your site
Live chat on your site, answered from your Salesforce data.
One script tag puts the widget on every page you already have. It answers from the Salesforce data you connect and the help centre you have already written — and it says it is an AI in the first line, every time.
The objection
“I’ll be stuck talking to a bot.”
You will not. Corebee answers the repetitive questions from your own help docs and the Salesforce data you connect — and the moment a customer asks for a person, or the answer falls below its own confidence threshold, the conversation goes to your team with the full thread attached.
See what it does when it is not sureAsk for a person at any point
The conversation hands over to your team with the whole thread attached.
The AI scores its own certainty
Every answer carries a confidence value. Below your threshold it escalates instead of guessing.
You set what it can and cannot say
Answers are grounded in your verified help docs and the rules you write for them.
Connecting Salesforce takes five steps
About ten minutes end to end. The only thing you need before you start is the help centre you have already written.
- Step 01
Authenticate with Salesforce OAuth
Connect your Salesforce org using OAuth 2.0. Corebee supports both production and sandbox environments for safe testing before going live.
- Step 02
Map Salesforce objects
Map Corebee conversations, contacts, and tickets to Salesforce objects like Cases, Contacts, and Accounts. Supports standard and custom objects.
- Step 03
Configure sync rules
Define field mappings, sync direction, and conflict resolution. Set up filters to control which records sync between systems.
- Step 04
Enable automated workflows
Trigger Salesforce flows and process builder rules based on Corebee events like new conversations, escalations, or resolved tickets.
- Step 05
Test with sandbox
Validate the integration in your Salesforce sandbox environment before deploying to production. Run test syncs and verify data accuracy.
- Then
You read every answer it gave
Each reply is logged with the confidence behind it, and anything under your threshold is handed to a person with the whole conversation attached.
It scores every answer, and it stops when the score drops.
The percentage on each reply is the model’s own confidence in what it just said. Under your threshold it does not guess — it hands the conversation to a person, with the Salesforce context and the whole thread attached.
Handoff threshold on this account: 60%
- CustomerWeb chat09:41
I ordered the wrong size and it already shipped. Can I swap it before it arrives?
- Corebee AI96% confidence09:41
Yes — a size swap can be started while the parcel is still in transit. I’ve opened the exchange form for order #10428 with the item pre-filled, and nothing is charged until the original is scanned back in.
- Corebee AI71% confidence09:42
Redirecting to a different address is usually possible while the parcel is at the local depot. Your standard-shipping policy covers that; for express it doesn’t state a cut-off, so I’m answering only the part I can source.
- Handed to your teamEscalated42% confidence09:43
This one asks for a refund outside the published return window, and I can’t find that decision written down anywhere.
Below the handoff threshold — passed to a person with the full thread, the order, and the sources checked.
Product interface. Sample conversation, not a customer account.
Pricing
Pricing
$99/mo for Pro
Pro is one monthly price for every channel, every conversation and every seat. No per-resolution fee, no per-agent fee. Or start on Free, no card.
Proof
What we will not claim
No customer count.
We do not publish how many companies use Corebee. We are early, and a number chosen to sound larger than it is would be the only thing you remembered.
No badge wall.
No award graphics, no review-site medals, no borrowed logos anywhere on this page.
Everything we will put a number on is on the right.
Questions about Salesforce
Start free, no credit card needed. Try Pro free for 14 days, and cancel in one click.
Does Corebee support Salesforce Lightning?
Yes. The integration works with both Salesforce Lightning and Classic. Corebee data appears as a custom component in your Lightning page layouts.
Can I use custom Salesforce objects?
Yes. Beyond standard objects like Cases and Contacts, you can map Corebee data to any custom object in your Salesforce org.
Is the Salesforce integration available for all editions?
The integration works with Salesforce Professional, Enterprise, and Unlimited editions. Some API-dependent features require Enterprise edition or higher.
Ready to connect Salesforce?
Set it up in minutes, on your own Salesforce data, with the trial running the whole time.
Start free, no credit card needed. Try Pro free for 14 days, and cancel in one click.
Pro is $99/mo when you upgrade. If you do start paying, there’s a 30-day money-back guarantee.