Switch
SA

CRM integration

AI employees for Salesforce, in Teams and Slack.

Tag @Switch in a channel. It works in Salesforce and brings the result back for you to approve.

Book a meeting

# operations

A

Aino
@Switch update opportunities from call notes in Salesforce.

S

Switch Agent

Done in Salesforce. Ready for your approval.

Approve work

What it can do in Salesforce

  1. 01

    Update opportunities from call notes

  2. 02

    Flag deals at risk

  3. 03

    Prepare account briefs before meetings

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AI employees that use Salesforce

AI employees that work in Salesforce

An AI employee that keeps opportunities current, prepares pipeline reviews and briefs sellers, with every change approved in Teams or Slack.

AI employees for sales teams

Give sellers an AI employee that prepares follow-ups, keeps the CRM current and briefs them before meetings. It works in the Teams or Slack channels sales already uses.