Mogli chatbot in Salesforce

Chatbot-mockups

Free up your team's time while giving your students and customers instant answers, feedback, and engagement via text message.

Use standard Salesforce automation technology to build out Mogli's intelligent automated chatbot for SMS & WhatsApp.

Ask linear and branching lines of questioning with conditional logic.

Auto-update records with text responses. That information is stored in Salesforce for easy reporting.

Uses

Use Salesforce Flow or Process Builder to create a Chatbot to ease the workload for almost any team!

  • Free up your customer service and sales representatives with a self-service chatbot.
  • Adhere to consent laws using chatbots to automatically initiate or complete SMS opt-in.
  • Recruit using inbound forms to understand the prospective students' major intent, record GPA, and gather other relevant student information.

    📣Read a Mogli Higher Ed Use Case

  • Qualify leads in industries like financial services, sales and real estate with questions to understand loan size, and credit score.

    📣Read 10 Ways Financial Services Boost Business with Text Messaging

  • Capture insurance claims via text by enabling customers to text in pictures of damage, then the chatbot can respond to gather data about claim details, all stored in the appropriate Salesforce record.
  • Reduce administrative burdens in education, healthcare, sports, and entertainment with event and appointment registration, reminders, confirmation and updates or alerts.
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Text Messaging Solutions for Salesforce

Our SMS and WhatsApp features work natively in Salesforce with Sales Cloud, Services Cloud, EDA, NPSP and other custom data architectures.

Plus, Mogli's Salesforce Service Consultants implement custom designs.

Book a demo tailored to your use case!
Schedule a Demo