The problem
Product catalog
Salesforce communications
Keep the conversation going, across channels.
Bring calls, messages, meetings and multi-step email follow-up into Salesforce, with customer history and the next tasks close at hand.
For customer conversations that move between channels while the team still needs the full story.
- Built for
- Salesforce teams handling calls, messages, email and meetings
- What it brings together
- Voice, messaging, multi-step email and customer conversation history
- Connects to
- Salesforce / Voice / SMS / WhatsApp / Messenger / Email / Meetings
- Pricing
- Custom pricing
The brief in 60 seconds
Is CanaryAI a fit for your team?
The work it handles, who it helps, and what gets easier.
Best fit
For Salesforce teams that manage customer conversations across voice, messaging, email and meeting channels.
Practical outcome
Conversation history, reviewed summaries and follow-up stay connected to the customer record, with multi-step email available as part of the team’s communication workflow.
Product capabilities
What you can do with CanaryAI.
Start with the tasks your team wants to improve.
01
Bring the channels together
Work across voice, SMS, WhatsApp, Messenger, email and meetings with the Salesforce customer context your team needs.
02
Keep the customer context
Match conversations to the relevant Salesforce account or contact, with review for participants the team cannot confidently match.
03
Review conversation summaries
Use source-linked summaries and proposed next tasks, then confirm or correct them before acting.
04
Plan multi-step email follow-up
Coordinate email follow-up across several steps, keeping the conversation and the team’s responsibilities connected to Salesforce.
Conversation and follow-up workflow
From the first call to the follow-up email.
See how the work moves from the first input to the person handling the follow-up.
- 01
Capture
Receive an eligible conversation from the selected channel or meeting source.
- 02
Match
Resolve the participant to the correct Salesforce account, contact, or review queue.
- 03
Summarize
Create a source-linked summary, commitments, and proposed next actions for review.
- 04
Follow up
Assign the next task and coordinate the appropriate voice, messaging or multi-step email follow-up.
Getting started
Set it up around the work your team does.
CanaryAI is available to install. We’ll help you connect the right records, configure access, and walk through your first workflow.
Setup steps
- 01
Install CanaryAI and choose the voice, messaging, email and meeting channels your team needs.
- 02
Connect the selected providers and set recording, consent, retention and record-matching rules.
- 03
Configure summaries, review responsibilities and multi-step email follow-up.
- 04
Walk through representative conversations and follow-up steps with the people who will use them.
Check the setup
What to check before the team gets started.
Record-match quality
Review how reliably conversations reach the correct account, contact, or manual matching queue.
Summary fidelity
Validate summaries, commitments, and next steps against the original source before expanding automation.
Follow-up completion
Check that conversations lead to assigned tasks and the intended email or channel follow-up.
Your questions
Questions to bring to the demo.
Which conversations are missing from Salesforce today?
How should summaries and next steps be reviewed?
Where would a communications command center reduce agent busywork?
Frequently asked questions
The important questions, answered plainly.
Ask us about your data, systems and team. We’ll talk through the setup with you.
Which communication channels does CanaryAI cover?
CanaryAI brings voice, SMS, WhatsApp, Messenger, email and meeting activity into the Salesforce workflow. Confirm the provider connections and channel capabilities your team needs during setup.
Can we use multi-step email follow-up?
Yes. Multi-step email is part of the communication workflow. Configure the follow-up steps and responsibilities around the customer conversations your team manages.
Are AI summaries written automatically?
The team chooses the review and approval level. Summaries remain linked to their source so people can verify commitments and next steps.
How are consent and retention handled?
Channel, recording, consent, retention, deletion, and access requirements are documented before any conversation source is activated.
Make the next workday easier
Show us the work you want to make easier.
Bring a real example. We’ll show you how CanaryAI fits and what setup would involve.
Review enterprise readiness