Qwil Messenger Salesforce Connector

Qwil Messenger is a secure, branded client communication platform trusted by 3000+ regulated firms and financial advisers. Replace WhatsApp and insecure email with one compliant space where clients can chat, share documents, collect e-signatures, video call, schedule meetings and benefit from AI-powered summaries and rewrites - all end-to-end encrypted, fully searchable and audit-ready. Clients onboard in 30 seconds.

Our connector enables customers to seamlessly manage chats with their clients directly from Salesforce.

Invite: Create and manage your client user identities and their access at your organisation from within Salesforce. Manage access between clients and your staff/teams to ensure frictionless, direct access to the right people for your clients.

Create: Create chats from within Salesforce and have one-click access to your existing chats. Have direct access to chat transcripts and the associated attachments.

Review: Chats are automatically available within Salesforce against a client's record. Your teams no longer have to remember to log each and every chat manually. Instantly see a full view of the chat engagement across your organisation.