Turn Every Customer Conversation Into Actionable Salesforce Data
Verbix.AI analyzes conversations and automatically posts AI-generated summaries, transcripts, extracted insights, and key data to Salesforce.
What Verbix.AI Sends to Salesforce
We turn unstructured conversations into structured, actionable CRM data.
AI Call Summary
Concise summary of the entire conversation with key takeaways.
Customer requested proposal for 50 enterprise licenses. Budget confirmed at $50K with target rollout in 3 months.
Full Transcript
Complete speaker-separated transcript for search, review and compliance.
Data Extraction
Extract key values, facts and intent from conversation and map to Salesforce fields.
Conversation Insights
Capture sentiment, topics, action items, follow-ups and call outcomes.
Compliance Results
Send compliance score, rule results and important flags to Salesforce.
Action Items & Follow-up Tasks
Commitments, next steps, and follow-up deadlines automatically identified and logged as native Salesforce Tasks assigned to the record owner.
Extract the Data That Matters to Your Industry
Verbix.AI extracts industry-specific data and posts it to the right Salesforce fields automatically.
Banking & Commercial Lending
""I'm looking for a $250,000 business loan. We need the funds within 60 days for expansion of our operations.""
Save Time
Automate data entry and eliminate manual work
Improve Accuracy
AI extracts data with high precision and confidence
Real-time Sync
Data is pushed to Salesforce instantly
Better Decisions
Clean data leads to better insights and outcomes
Map AI Insights to Your Salesforce Fields
Choose what information to extract and map it to the Salesforce objects and fields that matter.
From Conversation to CRM in Minutes — Without Manual Work
Verbix.AI automates the entire post-call process.
Conversation Happens
Customer talks with sales or support reps over your cloud PBX or telephony.
AI Transcribes the Call
Verbix AI streams and transcribes speech into accurate speaker-separated text.
AI Summarizes & Extracts Data
Natively identifies buying intent, budget, timeline, key topics, and action items.
Data Posted to Salesforce
Extracted attributes are automatically written directly to Salesforce CRM objects.
Workflow & Actions Triggered
Fires follow-up tasks, updates lead stages, logs activity notes, and alerts teams.
Key Benefits
Empower your sales and customer support teams with automated intelligence in Salesforce.
Increase Agent Productivity
Increase agent productivity by eliminating manual data entry post every conversation.
Capture 100% of Customer Intent
Capture 100% of customer intent and key details without missing important deal points.
Improve Data Accuracy in Salesforce
Improve data accuracy in Salesforce with structured, real-time automated field updates.
Faster Follow-ups & Better CX
Faster follow-ups and better customer experience by accelerating response timelines.
Drive Automation & Pipeline Growth
Drive automation and pipeline growth across your sales and service organizations.
Customer Success Stories
Trusted by Customer Service Teams Worldwide.
Find out why companies are enhancing quality control, customer satisfaction, and business process efficiency with Verbix AI.
Frequently Asked Questions
Yes. Verbix seamlessly connects with Salesforce via OAuth 2.0 to post AI call summaries, transcripts, sentiment scores, and extracted data to standard and custom objects.
Yes. Every call is processed automatically and a concise AI call summary is attached as a Note, Task, or custom field on the relevant Salesforce record.
Yes. You can map any extracted conversational attribute (such as Budget, Timeline, Intent, or Competitor) to custom fields on Leads, Accounts, Opportunities, or Cases.
Yes. You can choose between near real-time live streaming during active calls or automated post-call batch synchronization as soon as a call ends.
Verbix enforces enterprise-grade security including SOC 2 compliance, PII redaction/masking before CRM posting, end-to-end TLS 1.3 encryption, and role-based access control.
Setup takes under 5 minutes. Authenticate your Salesforce Production or Sandbox environment, configure your field mappings, and enable automated syncing.
Connects with tools you already use
Verbix integrates seamlessly with your favorite CRM, helpdesk, and telephony applications to automate workflows.
