Kai connects to Salesforce with OAuth, previews the outbound payload, and creates or updates leads from qualified calls. This v1 keeps the write scope narrow so teams can start syncing phone leads safely before expanding into more objects.
Current shipped scope: OAuth, connection health, lead create/update, and safe payload preview. Opportunities, cases, and custom-object writes are intentionally out of v1.
Kai creates or updates Salesforce leads with caller details, source context, and conversation summary. Setup takes a few minutes through OAuth, and the dashboard now shows live connection health before your team enables writes.
KaiCalls uses the Salesforce REST API with OAuth 2.0 authentication to create and update records in your org automatically after every call.
Connect your Salesforce org using secure OAuth 2.0 authentication. Kai requests only the permissions it needs to create and update records. Your admin approves the connected app once, and the integration stays connected.
Map conversation data into the Salesforce Lead fields your team cares about first. Broader object coverage comes after the lead path is stable.
When a call ends, Kai sends the conversation data to Salesforce within seconds. A new or existing Lead is updated with the caller's name, phone, email, summary, and source details.
Once the Lead exists in Salesforce, your existing assignment rules, Flows, and follow-up processes can take over without changing Kai's narrow write scope.
Kai can populate any standard or custom field on Lead, Contact, Opportunity, Case, or custom objects.
See how sales teams and service organizations use KaiCalls with Salesforce to close more deals.
A B2B software company uses KaiCalls to qualify inbound demo requests. When prospects call, Kai asks about company size, budget, timeline, and current tooling. After the call, a new Lead appears in Salesforce with qualification answers mapped to custom fields. Salesforce assignment rules route the Lead to the right account executive, and a follow-up Task is created automatically. The sales team sees fully qualified leads with complete context before making their first outreach.
An insurance agency receives hundreds of quote requests per week. KaiCalls answers every call, collects policy type, coverage needs, current carrier, and renewal date, then creates a Salesforce Opportunity with these details. The agency uses Salesforce Flows to automatically send a quote comparison email and schedule a follow-up call with the assigned agent. Conversion rates increased because no quote request goes unanswered, even after hours.
Yes. Kai can create records on any standard or custom object in your Salesforce org. During setup, you select the target object and map conversation fields to your custom fields. This works for industry-specific objects like Property__c in real estate or Policy__c in insurance, giving you full flexibility to match your existing data model.
Absolutely. Records created by Kai go through the same automation pipeline as manually created records. Your lead assignment rules, workflow rules, process builders, and Flow automations all fire normally. If you have a Flow that sends an email when a new Lead is created with a score above 80, it will trigger for Kai-created Leads just like any other.
Kai checks for existing records by phone number before creating new ones. If a matching Contact or Lead already exists, Kai updates the existing record with the latest call details instead of creating a duplicate. This works with Salesforce's native duplicate management rules, so your org stays clean and your reps see a complete history per contact.