Salesforce CRM Injection
Leverage Sales Cloud and Marketing Cloud variables to hyper-personalize every interaction.
Native OAuth2 Connection
Inquiru authenticates with Salesforce through native OAuth2, covering both Sales Cloud and Marketing Cloud. Connect once from the dashboard and your agents gain secure, revocable access to live customer records without storing passwords.
On-Demand CRM Lookups
The agent is equipped with a dedicated `get_crm_data` tool. When it predicts that CRM data is required to resolve a query, it selectively fetches that specific customer's object data mid-conversation, rather than dumping your whole CRM into the prompt.
Attribute Allowlists
Choose exactly which Salesforce fields the agent is allowed to see: account tier, open opportunities, contract renewal dates, or anything else. Everything outside the allowlist never leaves Salesforce, keeping token usage lean and sensitive fields private.
Cached Per Conversation
Fetched customer data is cached for the duration of the conversation, so repeat questions do not trigger repeat API calls. When a conversation escalates, the human agent inherits the same enriched customer context the AI was working with.