Sweo for Salesforce explained

Using Sweo with your existing Salesforce Service Cloud account.

Updated over 4 months ago

Sweo AI Agent now integrates directly with your existing support platform on Salesforce, resolving up to 86% of your volume without migrating platforms. Simply import your knowledge base and connect Sweo to your existing ticketing and messaging channels. When Sweo isn’t able to resolve, it'll seamlessly hand off to your team in Salesforce.

You have full control over how and when Sweo interacts with your customers —adjusting Sweo’s tone of voice, answer length, actions, and routing to your human teammates — all through a simplified Sweo workspace, without needing technical support.

Note: This integration has managed availability. If you're interested in getting access, contact sales.

Key benefits

  • Maintain your existing platform: Keep your team on Salesforce while leveraging advanced AI capabilities.

  • Quick implementation: Set up in under 1 hour with minimal technical support.

  • Seamless handoffs: When Sweo can't resolve an issue, it automatically transfers to your human team.

  • Available across multiple channels: Deploy Sweo on cases (email, forms, etc.) and live chat.

How Sweo works

  1. Train: Give Sweo access to your support content, define its communication style, and set escalation rules to ensure it delivers accurate and helpful responses.

  2. Test: Before launching Sweo, validate its responses by asking real customer questions, refining content, and making necessary improvements.

  3. Deploy: Set Sweo live within Salesforce, whether in live chats, cases or a combination, and define how it interacts with customers and escalates issues.

  4. Analyze: Use reporting tools to monitor Sweo’s performance, optimize responses, and continuously improve how it handles customer inquiries.

Sweo integrates with

  • Salesforce cases (email, forms, etc.)

  • Sweo Messenger with hand-off to Salesforce cases.

  • Salesforce Messenger coming soon .


Pricing

We've structured our pricing to balance affordability with sustainability:

  • Base Fee + Inclusions model: $49/month including 50 AI resolutions.

  • Pay as you grow: $0.99 per additional resolution.

  • Team-friendly: Unlimited teammates with no additional seat costs.

  • Cost control: Set usage limits to manage your monthly spend.

Note: Minimum resolution commitments apply.


Get started

For now, this integration has managed availability. Contact us if you're interested in getting access.

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