AEGIBIT
CRM Integration

AEGIBIT VoiceCore + Salesforce CRM

Update leads, close opportunities, and generate reports in Salesforce through authenticated voice commands with CRM audit logging.

Voice Commands

examples
Update opportunity AEGIBIT Enterprise to closed-won
Create lead for contact met at security conference
Pull quarterly revenue forecast from Salesforce
Assign account TechCorp to enterprise sales team

Setup Steps

  1. 01Create Salesforce connected app for VoiceCore
  2. 02Configure OAuth scopes for CRM access
  3. 03Map Salesforce profiles to VoiceCore roles
  4. 04Test with 'Show my open opportunities'
Connect Salesforce CRM to VoiceCore