Who can trigger it
Nobody, only you, or you and visitors.
Tool · SalesforceEvery conversation, with the account in mind.
Connect Salesforce and your Double brings customer and deal context into its answers, and carries out the CRM actions you approve.
Your channels
Your tools
How it works in a conversation.
ToolsConnect an app, then set its permissions.
SalesforceConnect Salesforce and manage its approved actions.201 actions · CRMConnected
SalesforceConnect Salesforce and manage its approved actions.201 actions · CRMConnected- Customer, account and deal context
- Only the actions you approve
- Sensitive actions wait for your OK
For every action you choose who can trigger it (nobody, only you, or you and visitors) and whether it asks first. Destructive actions stay locked.
Maya’s DoubleOnlineYou
What’s the latest with Northside before my call?
Looked up in Salesforce · Account and opportunity
Your Double
Northside is in Proposal, 40 seats, renewal in March. Their last request was a second-site rollout.
What your Double does with Salesforce.
Customer context
Your Double checks the account before it replies.
Meeting briefings
Your Double sums up an account before your call.
Deal status
Your Double tells you where a deal stands.
Spotting customers
Your Double recognises existing customers from their record.
New leads
Your Double creates a lead from a good conversation, if you approve it.
Call notes
Your Double updates the record after a call, if you approve it.
You stay in control.
Ask first or run
Run on its own or wait for your OK.
Destructive actions locked
Deleting and overwriting stay off.
Up to five accounts
Pick one as the default.
Get started in three steps.
STEP 1
Connect Salesforce
Connect it once in Tools.STEP 2
Set who can trigger it
Nobody, only you, or you and visitors.STEP 3
Ask first or run
Choose per action.STEP 4
Let your Double use it
It uses Salesforce when it helps.
You might have some questions
What can my Double do in Salesforce?
Use the Salesforce actions you approve. You review them in Tools and switch each one on or off.
Can it change records?
Only through actions you approve. You can keep it to reading, and sensitive actions wait for you.
Who can trigger actions?
You choose per action whether your Double may use it for you, for a visitor, or not at all.
Is my data used to train AI models?
No. Your data and conversations are never used to train AI models.
