AI Chat for Business
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    Embeds & API

    Salesforce Sync Settings

    1 min read
    Salesforce Sync Settings

    Configure bidirectional data sync between Salesforce and AI Chat.
    Sync Modes
    Read-Only
    • Pulls data from Salesforce
    • No changes made to your CRM
    • Best for starting out

    Two-Way Sync
    • Creates leads from chat conversations
    • Logs activities to contact records
    • Requires proper permissions

    Object Configuration
    Contacts
    • Email matching for visitor recognition
    • Optional: Sync phone, title, department

    Leads
    • Auto-create from pre-chat surveys
    • Source: "AI Chatbot"
    • Includes conversation transcript

    Activities
    • Log chat sessions as tasks
    • Link to Contact or Lead record
    • Include sentiment analysis

    Field Mapping

    Default mappings:
    SalesforceAI Chat
    EmailContact Email
    FirstNameFirst Name
    LastNameLast Name
    CompanyCompany

    Sync Frequency
    • Pull sync: Every 6 hours
    • Push sync: Real-time on conversation end
    • Manual: Click "Sync Now"