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Video Communication inside

Enjoy video meetings inside Salesforce, guided workflows and compliant sharing of documents.

Keep all communications inside your business interactions

There is one problem with business interactions: Most of the communication happens outside of your business processes. This means the communication is not recorded in your systems and can lead to compliance and documentation issues.

01 Streamlined workflows
01Streamlined workflows

Streamline sales and customer service in Salesforce with guided account openings, policy signings, tech support.

02 Auto-sync of meeting data
02Auto-sync of meeting data

Automatically sync meeting data into Salesforce for traceability while protecting sensitive info with limited screen sharing.

03 Remote identity verification
03Remote identity verification

Remote identity verification and "Know Your Customer" processes enabled through visual checks and ID snapshot capture during video meetings.

04 Compliant recording
04Compliant recording

Compliant recording of sensitive conversations like policy signings stored directly within Salesforce. Recordings can be accessed for audit purposes.

05 Zero-download meetings
05Zero-download meetings

Zero-download meetings for customers - just click a link in Salesforce to join a video session. No installation needed.

06 Agents stay within Salesforce
06Agents stay within Salesforce

Agents never have to leave Salesforce, switching tabs or applications during customer interactions. Fully integrated.

07 Usage analytics & meeting history
07Usage analytics & meeting history

Usage analytics and meeting history available within Salesforce for better visibility into engagement.

08 Configurable workflows & branding
08Configurable workflows & branding

Configurable workflows and UI branding allows customization to industry and customer needs.

“We finally found a tool which helps us documenting each step of information sharing in the customer journey. And all without leaving Salesforce.”
Thomas L.Product Owner at one of the TOP 5 banks in the EU


All features included
Setup packages

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