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Table of Contents



What it's about


The Integration between WitiOp and Salesforce enables the two software to talk to each other. 

More specifically, it allows the mechanism by which a Case is opened in Salesforce, the moment a conversation is closed in WitiOp. The Case reports the conversation occurred between the Agent and the customer. 


It works as a trigger: when the condition occurs, an action is performed. 

CONDITIONACTION

When the Agent closes (and eventually profiles) a Witiop conversation with a customer:

Then, a Case is automatically created in the Salesforce tab:




How it works


Where does data come from? As the Integration executes, the WitiOp data are communicated to Salesforce.

We'll explore the info uploaded on the Salesforce Case coming from WitiOp. 


WITIOP

The conversation with the customer appears to the Agent as follows:  

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See the section WitiOp Manual fort further details. 








SALESFORCE

The conversation with the customer appears to the Agent as follows:

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WITIOP 

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