Deflect Salesforce cases and log every chat to your CRM

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Salesforce integration preview inside the Guzli agent

About this integration

Guzli is a Salesforce chatbot built for Service Cloud. It answers customers from your Salesforce knowledge articles before a case is created, creates and routes the cases that need a person, and syncs every conversation back to Salesforce.

What your agent can do

  • Case deflection: answers from your knowledge articles before a case is opened.
  • Case creation: opens and routes cases with the conversation attached.
  • Knowledge articles: uses the articles you already keep in Salesforce.
  • Agent assist: suggests replies inside the Service Console.
  • CRM sync: logs every interaction to Salesforce.

How it works

  1. Install from AppExchange: Add Guzli from the Salesforce AppExchange.
  2. Set up the connected app: Configure the connected app and its permissions.
  3. Sync your knowledge: Import your knowledge articles.
  4. Set up deflection: Build your case flows and enable the agent on Experience Cloud or your website.

Explore other integrations

One agent across your whole stack. The same knowledge and the same brand voice, wherever the conversation goes.

Frequently asked questions

Install Guzli from the Salesforce AppExchange and configure the connected app. Sync your knowledge articles, set up case deflection flows, and enable the agent on Experience Cloud or your website.

Guzli reads your Salesforce knowledge articles, creates cases when a conversation needs a person, and logs every conversation to Salesforce.

Guzli works with the objects and permissions you grant the connected app. CRM integrations are included on the Standard plan and above.

No. Use your main agent and connect it to Salesforce so every channel logs to the same CRM.

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