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 attends, qualifies, and sells on WhatsApp 24/7 and returns everything to Salesforce filled in: lead created, stage moved, note recorded. Salesforce organizes very well — but it doesn’t attend or sell alone. Now this part is done without rework and without leaving your tool.
Stay in Salesforce. Just add the AI you were missing.
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 all in one place. The blind spot isn’t its fault — it’s structural. CRM organizes data after someone has attended; it doesn’t stay on WhatsApp responding to leads outside of 22business hours, doesn’t qualify conversations, and doesn’t type stages for you. This is exactly the gap that XMACNA’s Digital Employee fills: it attends, qualifies, sells, and returns every conversation to Salesforce already recorded — no one has to stop to type.
Salesforce alone: organizes the pipeline, but someone on the team still has to attend WhatsApp
Salesforce + XMACNA Digital Employee: attends every message instantly, 24/7, in the brand’s voice
Salesforce alone: the lead only becomes an opportunity after someone qualifies and types it
Salesforce + XMACNA Digital Employee: qualifies the conversation and creates the lead in Salesforce already filled
Salesforce alone: the stage only advances when the seller remembers to move the card
Salesforce + XMACNA Digital Employee: moves the stage and records the note in Salesforce in real time
Salesforce alone: organizes the sale, but doesn’t conduct the conversation to closing
Salesforce + XMACNA Digital Employee: leads the prospect, sells on WhatsApp, and returns the context ready for the closer
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 attends every message immediately, 24/7, qualifies the lead, and leads the conversation to the sale or scheduling — interpreting the real request, not following a fixed script that falters off script.
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.
Via native integration. With every WhatsApp conversation, it creates the contact, opens the opportunity, moves the stage, and records the note directly in your Salesforce — in real time, no manual CSVs or typing.
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.
You close the gap between lead arrival and becoming data. The Digital Employee attends 24/7 and qualifies before interest cools — at Rede Supera, this resulted in +100% scheduled visits vs. control group vs. control.
to deliver extraordinary results in your Digital Employee.
Combining the best of each model for superior results.
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