Overview
The Vonage Conversations for Salesforce package enables you to engage in two-way conversations with your customers directly from the Salesforce CRM, using any combination of SMS, MMS, and WhatsApp messaging. You can also trigger bots or various interactions based on any condition through no-code development using the recommended Salesforce workflow tools, seamlessly blending between bots and agents.
Documentation
- Getting Started Guide - The essential information for installing and configuring the package, and how to start sending messages.
- Admin & Developer Guide - The full admin guide, including setup and details on the Admin Configuration page along with instructions on configuring the package for use on mobile. The guide also contains instructions for developing with Flow, including information on the Bot templates we include with the package.
- Agent Guide - Instructions specifically for users of the package, such as sending messages from the desktop UI and how to use the package in the Salesforce Mobile Application.
Support
All support queries should be raised with the Vonage Support Team, under the category 'Using Conversations for Salesforce'. Diagnostic information can also be used in the ticket - see the 'Admin Dashboard' section in the Admin & Developer Guide for instructions on how to access support information.