Aide AI
for Salesforce

Connect your Salesforce CRM so every customer conversation carries the full context. Aide reads the account, contact, and custom fields you choose and surfaces them wherever your team works, so the AI and your agents resolve with the complete customer picture instead of asking customers to repeat themselves.

CRM context, where your team resolves

Every conversation knows who it is talking to

Aide connects to your Salesforce CRM and reads the fields you choose, then makes them available in every conversation inside your helpdesk. It is a context layer, so the AI and your agents always have the full customer picture.

Account and contact fields
Company, plan, lifecycle stage, owner, and the standard fields your team relies on, read straight from Salesforce.
Your custom fields
Aide reads the custom fields specific to your Salesforce org, so conversation context matches how your business actually works.
Context in your helpdesk
Salesforce data flows into Zendesk, Front, or Gorgias and powers AI responses and agent assist wherever you handle support.
No repeated questions
Because the customer record is already on hand, the AI resolves with context instead of asking customers to restate who they are.

Your Salesforce context
in every conversation

Frequently asked questions

What does the Salesforce integration do?
It brings CRM context into your support conversations. Aide reads account, contact, and custom fields from your Salesforce org and makes them available in your helpdesk, so the AI and your agents resolve with the full customer picture.
Does Aide write to or change records in Salesforce?
No. The Salesforce integration is read-only for context. Aide reads the fields you choose to enrich conversations, and does not modify your CRM.
Where does Aide actually handle the support conversation?
In your helpdesk. Aide runs inside Zendesk, Front, or Gorgias and uses Salesforce as a source of customer context, not as the place conversations are handled.
Which fields can Aide read?
Standard account and contact fields plus the custom fields in your Salesforce org. Our team helps you map the fields that matter for your support workflows.
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Are you ready?

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Guided implementation

We'll guide you throughout the process to ensure you achieve your automation goals

Enterprise security

Safe and compliant systems to keep your data safe with SOC 2 certification plus GDPR and HIPAA compliance

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