AI voice agent for Salesforce

Harmony.ai adds a voice agent that works directly from Salesforce Leads, Contacts, Accounts, and Opportunities, looking up the caller before the conversation starts and writing back a task, stage update, recording, and transcript once it ends.

Yes. When a call earns it, the agent can move an opportunity to the next stage in your pipeline, logged against the specific call that caused the change so a manager reviewing the deal later can see exactly what happened.

Yes. Inbound calls are matched against Salesforce contact and lead records before the agent starts talking, so it already knows the account, the open opportunity if there is one, and who owns the relationship.

Yes. Every call writes a recording and full transcript to the contact or opportunity it touched, alongside the task or activity log, so the next person to open the record sees what was actually said, not a summary.

When a call needs a person, the agent transfers to the opportunity or account owner in Salesforce rather than a general queue, and hands over the account history and reason for the call so the rep is not starting cold.

Sales and service teams running Salesforce at real call volume, where reps lose time to dialing, waiting on hold transfers, and logging activity by hand instead of working the accounts that are actually ready to move.