Meet the agents
All agentsDelegate
IrisOpening delegateWorking
- Loading pages
- Waking the agents
- Ready
Handing off000
Integration · CRM
Delegate + Salesforce
Logs calls, updates records and writes next steps
OAuth · read and write scopes you choose · revoke any time
What agents can do in Salesforce
- Create and update records
- Log calls
- Move deal stages
Set it up in 2 min
- 01Connect Salesforce with one click (OAuth)
- 02Pick which agents may use it
- 03Set approval rules
Agents that use Salesforce
More CRM integrations
All integrations →Integration · CRM
Delegate + Salesforce
Logs calls, updates records and writes next steps
OAuth · read and write scopes you choose · revoke any time
What agents can do in Salesforce
- Create and update records
- Log calls
- Move deal stages
Set it up in 2 min
- 01Connect Salesforce with one click (OAuth)
- 02Pick which agents may use it
- 03Set approval rules
Agents that use Salesforce
More CRM integrations
All integrations →Integration · CRM
Delegate + Salesforce
Logs calls, updates records and writes next steps
OAuth · read and write scopes you choose · revoke any time
What agents can do in Salesforce
- Create and update records
- Log calls
- Move deal stages
Set it up in 2 min
- 01Connect Salesforce with one click (OAuth)
- 02Pick which agents may use it
- 03Set approval rules
Agents that use Salesforce
More CRM integrations
All integrations →
Handoff 10 · Get started
What will you hand off first?
Describe it the way you'd brief a new hire. Your first agent starts in minutes.
14 days freeNo credit cardSOC 2 Type II
Book a demoBook a demoHandoff 10 · Get started
What will you hand off first?
Describe it the way you'd brief a new hire. Your first agent starts in minutes.
14 days freeNo credit cardSOC 2 Type II
Book a demoBook a demoHandoff 10 · Get started
What will you hand off first?
Describe it the way you'd brief a new hire. Your first agent starts in minutes.
14 days freeNo credit cardSOC 2 Type II
Book a demoBook a demo