Salesforce with AI at XMACNA is not about changing CRMs — it's about adding the missing piece. You stay in the Salesforce you already use and like, and XMACNA adds a Digital Employee who handles, qualifies and moves the sale forward on WhatsApp during the configured hours, and records in Salesforce: lead created, stage moved, note recorded. Record completion is reported only after the destination confirms the write. Salesforce organizes very well; where WhatsApp service still depends on your team, the Digital Employee can take on that part, subject to the integrations and permissions defined for the project. Tasks depend on the available services, data, configuration and permissions defined and validated for the project. Recording and, where scheduling is involved, confirmation depend on the response from the system responsible. Configured hours are subject to service availability; exceptions go to the owner through the agreed channel and hours. Failure handling and signalling are requirements to define and validate in the project. Failure, timeout or missing confirmation do not establish that no write occurred; the owner must check the state at the destination before retrying.
Stay in Salesforce. Add a Digital Employee on WhatsApp.
Client contacts via WhatsApp, voice, or active campaign.
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
It chooses the next action: reply, qualify, schedule, collect, or escalate.
The conversation turns into structured data, private notes, and updated opportunity.
Your team takes over when a human is needed, already with full context.
Salesforce is an excellent CRM: it centralizes accounts, opportunities and pipeline history in one place. Each system covers its own tasks, and it’s worth comparing, task by task, what your edition and setup already handle. Where WhatsApp still depends on someone replying to the 22:00 lead, qualifying the conversation and typing the stage, XMACNA’s Digital Employee can take on that front: it handles, qualifies, moves the sale forward and can record conversation outcomes in Salesforce, subject to available services and configured permissions. Tasks depend on the available services, data, configuration and permissions defined and validated for the project. Recording and, where scheduling is involved, confirmation depend on the response from the system responsible. Configured hours are subject to service availability; exceptions go to the owner through the agreed channel and hours.
Example of a manual workflow: the team handles WhatsApp enquiries and organizes the CRM pipeline.
Salesforce + XMACNA Digital Employee: handles messages during the hours you set, in your brand’s voice, and passes exceptions to the team
Example of a manual workflow: the team qualifies the lead and records the opportunity.
Salesforce + XMACNA Digital Employee: qualifies the conversation and can create the authorized lead in Salesforce, subject to services, data and permissions defined in the project; it reports completion only once Salesforce confirms the write.
Example of a manual workflow: the team updates the card stage in the CRM.
Salesforce + XMACNA Digital Employee: moves the stage and saves the note in Salesforce within permissions, with failure handling to define and validate in the project
Example of a manual workflow: the team handles the conversation and follows the purchase decision.
Salesforce + XMACNA Digital Employee: handles the WhatsApp conversation and hands it to the closer with the context recorded
You don’t migrate data, recreate the pipeline, or train the team on a new screen. Salesforce remains your single source of truth — XMACNA just connects the Digital Employee to it and takes over WhatsApp attendance. What changes for the team is less: the lead arrives in Salesforce already qualified, without typing.
XMACNA connects the Digital Employee to the Salesforce you already use via native integration. Your data, pipeline, and accounts stay where they are — nothing leaves the tool, nothing is recreated.
01 · ConnectsIt handles messages during the configured hours, subject to service availability, qualifies enquiries against the defined criteria and supports conversations about purchases or bookings. Completion depends on approved conditions and confirmation from the system responsible; exceptions go to the team through the agreed channel.
02 · Answers and qualifiesEvery conversation returns to Salesforce already recorded: contact created, opportunity opened, stage moved, and note recorded. Your team opens the usual CRM and the pipeline has already progressed — no rework.
03 · Returns filledNo. It’s the opposite: you stay in Salesforce and XMACNA adds a Digital Employee who attends, qualifies, and sells on WhatsApp, returning everything filled to your Salesforce.
Through the Salesforce integration, on the services and with the permissions validated in the project. It can create the contact, open the opportunity, move the stage and save the authorized note; it only reports a record as complete once Salesforce confirms the write. Failures go to the owner for review, with no blind resending. The integration credential does not identify the person on WhatsApp; the project must define how to verify their identity and connection to the requested data. Failure handling and signalling are requirements to define and validate in the project. Failure, timeout or missing confirmation do not establish that no write occurred; the owner must check the state at the destination before retrying.
No. The team continues working in the Salesforce they always use. The change is less work: the lead arrives in the CRM already attended and qualified, with no one typing the stage.
The aim is to connect enquiries with CRM records. The Digital Employee handles messages during the configured hours and qualifies against the agreed criteria. At Rede Supera, in the education sector, scheduled contacts rose +100% vs. a control group from the same network in the same period.
to deliver extraordinary results in your Digital Employee.
Combining the best of each model for superior results.
Free assessment. In 30 days it is answering customers.
Still unsure where to start? Take the AI Assessment — 7 questions, 90 seconds, free.