Aircall for AgentExchange

Highlights

• Connect Aircall's AI Agents to Salesforce so it can look up, create, and update records live on the call, running on your org's own permissions and verifying the caller before it touches anything real.
• Aircall's AI Agents identify the caller by phone, email, or name across Contact, Lead, and Account in Salesforce the moment the call connects, so they know exactly who they're talking to before the conversation starts.
• AI Assist Pro turns every call into a synced Salesforce update — automated call summaries, sentiment insights, and coaching prompts, so reps and managers spend less time on admin and more on the conversation.
• Turn on the actions you want, assign them to your voice or messaging AI Agent for Salesforce, and use Conversation guidelines to tell it — in plain English — when to resolve a request itself and when to hand off to your team.
• Automatic activity logging transcribes and summarizes every call with AI, so reps stop writing post-call notes and the Salesforce timeline stays Einstein- and forecast-ready.
• Log all your customer interactions in Salesforce, including calls, SMS, MMS, and AI-generated insights.
• Send and receive SMS from the same numbers you call from, logged against the Salesforce record automatically alongside every call.
• Aircall's AI Voice Agent works as an always-on receptionist for growing Salesforce teams — answering FAQs, capturing caller details, and keeping the conversation going any hour a rep isn't on shift, day or night, 24/7.
• Built on the modern phone system trusted by 24,000+ businesses, backed by SOC 2 Type II certification, GDPR alignment, and a 99.95% uptime SLA.