AI That Handles Calls and Drives Outcomes

Your Team Loses Hours Every Day to Manual Call Documentation

Every customer call contains valuable insights, but capturing that information is often manual and time-consuming. Many teams spend significant time updating CRM records after each interaction.


The result is incomplete data, lost context, and limited visibility across the business. When CRM data isn’t accurate, it impacts decision-making and reduces the effectiveness of AI and analytics.

Our Agentforce Voice Solution solves this by automatically capturing, structuring, and logging call data, ensuring your systems reflect every interaction without manual effort.

Our Agentforce Voice Solutions

Our proprietary Agentforce Voice Solution leverages conversational AI to process voice interactions and turn them into structured, actionable CRM data. Here’s what it does.

CAPTURE CONVERSATIONS LIVE

Real-Time Call Transcription

Capture and store every conversation automatically, linked to the right Salesforce record.

TURN TALK INTO ACTION

Intelligent Note Extraction

Turn conversations into structured notes with key points, actions, and next steps.

NO MANUAL UPDATES

Automated CRM Logging

Populate Salesforce fields with call insights without manual entry.

TRUST YOUR DATA

Perfect Record Accuracy

Capture every interaction consistently to build a CRM you can trust.

GIVE TIME BACK

Sales Teams

Eliminate manual admin work and give your team hours back each day.

Extend the Value of Voice with Our AI Solutions

Understanding Plative’s Voice Solution in Context

There are multiple “voice” capabilities in the Salesforce ecosystem, and they serve different purposes. Here’s how they relate.

Salesforce’s native telephony integration that connects phone systems (Amazon Connect, Five9, Genesys, Vonage, and others) directly into Service Cloud. It provides call control, real-time transcription, and agent-assist features inside the Salesforce console. Service Cloud Voice is the infrastructure that routes and manages phone calls.

Salesforce’s newest capability that gives Agentforce AI agents the ability to conduct natural, real-time voice conversations across phone, web, and mobile. It enables AI agents to handle inbound calls autonomously, authenticate callers, resolve issues, and escalate to humans with full context.

Our proprietary IP that sits on top of the Salesforce platform and focuses specifically on the data capture problem. It complements both Service Cloud Voice and Agentforce Voice by ensuring that the intelligence generated from voice interactions is captured, structured, and made available across your Salesforce environment.


Built for Teams That Live on the Phone

Sales
Teams

Financial
Services

Customer
Service

Account
Management

Nonprofits & Membership Organizations


Voice at the Center of Your Salesforce Stack

Plative’s Agentforce Voice Solution isn’t a standalone tool. It’s designed to work within and amplify the value of your existing Salesforce environment.

SERVICE OPERATIONS

Service Cloud + Agentforce Service

Link calls to cases with transcripts, summaries, and AI-driven next steps for full context support.

REVENUE VISIBILITY

Sales Cloud

Capture call insights on accounts and opportunities to improve forecasting and pipeline accuracy.

UNIFIED DATA

Data 360

Add sentiment and interaction history to profiles to power more accurate AI and personalization.

COMPLIANCE & RELATIONSHIPS

Financial Services Cloud

Automatically document client calls for continuity, compliance, and relationship management.

DONOR & CONSTITUENT ENGAGEMENT

Nonprofit Cloud

Capture every donor interaction to improve visibility, engagement, and long-term stewardship.

Ready to stop losing data after every call?

Our Agentforce Voice Solution eliminates manual CRM data entry, captures every conversation accurately, and turns voice interactions into the structured intelligence your team and your AI agents need. See it in action or talk to our team about how it fits your Salesforce environment.


Let's Get Started