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Hi, I'm your Salesforce Super Agent,
Enhancing Your CRM Operations Effortlessly!
I specialize in enhancing Salesforce CRM operations by automating lead management, deal
tracking,
and task handling. Let’s streamline your sales and support processes for improved efficiency and
create seamless experiences for your customers!
Ways I’ll Accelerate
Your Salesforce Performance
Lead Management
Need to manage leads effortlessly? I’ll help capture, track, and qualify your leads to make sure you’re always working with the most promising prospects.
Automated Lead Capture
I’ll capture leads from various channels and organize them in Salesforce, so no potential client slips through the cracks.
Lead Nurturing
I’ll keep your leads warm with timely follow-ups and personalized engagement.
Contact Management
Looking to keep track of all your contacts? I’ll help manage your contact database, ensuring every customer detail is organized and up-to-date.
Unified Contact View
I bring together all your customer details in one place, so you always have a complete view of your interactions.
Contact Segmentation
I can segment your contacts based on different criteria, helping you tailor your engagement strategy.
Deal Tracking
Need help closing deals? I’ll keep track of every deal’s progress, from the first meeting to the final sale.
Deal Progress Monitoring
I’ll keep an eye on where every deal stands and notify you of any opportunities or delays.
Deal Automation
Automate deal updates, so you can spend more time selling and less time on data entry.
Task Management
Too many tasks to juggle? Let me handle task management for you by assigning, tracking, and reminding you of your key activities.
Automated Task Assignments
I’ll automatically assign tasks to the appropriate team members based on their roles and workload.
Task Reminders
Stay on top of your tasks with automated reminders, ensuring nothing falls through the cracks.
Customer Service Automation
Want to enhance your customer service? I’ll help by routing cases, resolving common issues, and ensuring your customers are always heard.
Automated Case Routing
I’ll ensure customer issues are directed to the right person, improving response times and satisfaction.
AI-Powered Case Resolution
I can solve common customer queries instantly, so your team can focus on more complex issues.
Email Automation
Need to manage emails more effectively? I automate responses and campaigns, ensuring your messages reach the right people at the right time.
Automated Replies
I’ll reply to common inquiries automatically, saving you time while keeping your customers informed.
Scheduled Campaigns
Schedule email campaigns to send at the perfect time without lifting a finger.
Customizable Responses
Want the agent to reflect your brand’s voice? I’ll help you customize scripts and timing to fit your unique style.
Tailored Scripts
I’ll use scripts that match your brand’s tone, ensuring every customer interaction feels personal.
Adjustable Response Timing
You control how quickly I respond to users, balancing between speed and quality.
Scalability for Growth
Is your business growing? I’ll scale with you, adapting to your increasing traffic and evolving needs.
Flexible Scaling
As your business grows, I can easily scale to manage more traffic and customers.
Modular Features
Add or remove features as your needs evolve, ensuring you always have the right tools.
Our Salesforce Super Agent automates lead management, deal tracking, and task handling,
offering seamless CRM integration and real-time productivity enhancements.
Experience the Power of RPA Browser Automation
with the Kong.ai Chrome Extension
Beyond LinkedIn outreach, Kong.ai empowers you to post jobs, fetch leads, send emails through Gmail,
and WhatsApp messages — all through conversational agents. The automation runs in the
background, rate-limited, and non-intrusive, allowing you to effortlessly manage tasks across
multiple platforms.
Integration Partners
Expand horizons with our 50+ integrations, seamlessly connecting your tools for ultimate efficiency.
A simple yet powerful plan designed for individuals to streamline their Salesforce operations. Access
essential tools like lead management, task automation, and customer tracking to elevate your customer
experience from day one.
Frequently Asked Questions
What is Kong.ai?
Kong.ai enhances business operations through AI-driven solutions like
conversational bots and virtual agents. It simplifies workflows and improves customer engagement.
You can add a new lead by providing the lead's last name and company. You may also include
additional
information like first name, email, and phone number. Example Prompt: Create a new lead with last name Smith and company XYZ Corp.
To update an existing lead, provide the lead's ID along with any details you want to change,
such as first
name, last name, company, phone, or email. Example Prompt: Update lead with ID 12345 by changing the company to ABC Inc.
Yes, you can search for leads by name and specify the number of results you'd like to
retrieve. Example Prompt: Find leads named John with a limit of 5.
Yes, you can search for leads using an email address and specify the limit and offset for the
search
results. Example Prompt: Get leads with email john.doe@example.com.
You can retrieve a set number of leads using a limit and offset for pagination. Example Prompt: Get 10 leads starting from record 50.
You can search leads using a keyword that matches across multiple fields. Example Prompt: Search for leads with keyword 'manager'.
You can create a new contact by providing the last name and optionally include the first name,
phone number,
and email. Example Prompt: Create a contact for last name Doe and email
jane.doe@example.com.
To update an existing contact, you need to provide the contact's ID and the details you want to
update. Example Prompt: Update contact with ID 9876 by changing the phone number to
555-1234.
You can add a note to any contact by providing the contact's ID, a title for the note, and the
content of
the note. Example Prompt: Add a note to contact ID 5432 with the title 'Follow-up' and
body 'Call
next week.'
Yes, you can retrieve contacts based on their phone number, with an option to set a limit and
offset for
pagination. Example Prompt: Search for contacts with phone number 555-6789.
You can retrieve contacts with optional pagination by setting a limit and offset. Example Prompt: Get 20 contacts starting from record 10.
You can search contacts using a keyword that matches across fields. Example Prompt: Search for contacts with the keyword 'director'.
You can create a new deal by providing the deal's name, stage, expected close date, and the
associated
account ID. Example Prompt: Create a new deal named 'Deal ABC' in the Prospecting stage
with a close
date of 2024-12-31.
To update a deal, provide the deal's ID along with the details to update, such as deal name,
amount, stage,
or close date. Example Prompt: Update deal with ID 6543 by changing the close date to
2025-01-15.
Yes, you can search for deals using their name and specify the number of results. Example Prompt: Find deals with the name 'Big Deal'.
Yes, you can search deals by their stage. Example Prompt: Get deals in the 'Negotiation' stage.
You can search for deals using a keyword that matches across fields. Example Prompt: Search for deals with keyword 'partnership'.
You can convert a lead into a contact and associate it with an account and deal by providing the
lead ID,
deal name, close date, and deal stage. Example Prompt: Convert lead with ID 3456 to a contact and create a deal named
'Big Deal'
with close date 2024-11-30.
You can retrieve tasks for any contact by providing the contact ID and optionally set a limit
for how many
tasks to fetch. Example Prompt: Get all tasks for contact ID 4321.
You can retrieve tasks for a specific lead by providing the lead ID. Example Prompt: Get tasks for lead ID 5678.
You can add a task to any contact by providing the contact ID, task subject, due date, and
priority. Example Prompt: Add a task for contact ID 3456 with subject 'Follow-up call',
due date
2024-10-15, and high priority.
You can add a task to a lead by providing the lead ID, subject, due date, and other details. Example Prompt: Create a task for lead ID 7890 with subject 'Review Proposal',
due date
2024-11-05, and normal priority.
You can associate a contact with an account by providing both the contact ID and the account
ID. Example Prompt: Link contact ID 7890 to account ID 5678.
You can retrieve deals associated with a contact by providing the contact's ID. Example Prompt: Find deals for contact ID 9876.
You can retrieve deals that have notes with a particular title. Example Prompt: Find deals with notes titled 'Contract'.
You can search contacts whose notes contain specific words in the title. Example Prompt: Search contacts with notes containing the word 'Follow-up'.
You can retrieve sales representatives with optional pagination. Example Prompt: Get a list of sales reps with a limit of 5.
You can retrieve notes for a contact by providing the contact's ID. Example Prompt: Get all notes for contact ID 1234.
You can retrieve the account ID linked to a specific contact by providing the contact's ID. Example Prompt: Get the account ID for contact ID 8765.
You can retrieve a list of all accounts with optional pagination. Example Prompt: Get a list of 10 accounts starting from record 20.
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Automate Your Business Like the Fortune 500 with
Kong.ai's
Super Agents and Conversational Bots
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Training
AI
Chatbots (WhatsApp, Website, Voice, and Email Bots)
For any questions
or assistance regarding
Customer Support,
Sales Inquiries, Technical Support, or General Inquiries,
our AI-powered team is here to help!