Keep is an AI sidekick designed for high-touch human support. It helps your Salesforce team move complex cases forward faster without taking them out of the loop. When Agents open a case, Keep understands its current state, inspects both public and private content, and generates intelligent suggestions.
AI Agents for Salesforce Service Cloud
Equip your Salesforce support team with an AI copilot that drafts case responses, summarizes conversations, and surfaces the right knowledge instantly.
Why teams connect Salesforce to Inkeep
One AI across every tool
Less manual work for reps
Grounded, cited answers
Trusted by leading teams
How Inkeep works with Salesforce
1
Connect your public and private sources
Inkeep indexes your Salesforce Knowledge articles, external docs, past cases, Slack conversations, and other sources — both public and private — so Keep has the full picture.
2
Link Salesforce via OAuth
In the Inkeep Dashboard, create a Support Copilot Assistant and link your Salesforce instance using the OAuth flow. Then install the Chrome Extension.
3
Keep analyzes cases and suggests next steps
When Agents open a case, Keep understands its current state, inspects your content, and generates intelligent suggestions — draft answers, relevant Knowledge articles, summaries, and to-do's.
4
Close the content loop
After resolving a case, Agents turn it into a publishable Knowledge entry with one click. Your knowledge base grows from real customer questions, reducing repeat cases.
Inkeep products for Salesforce
Agent Copilot
Chrome Extension with OAuthLink your Salesforce instance via OAuth in the Inkeep Dashboard and install the Chrome Extension. When Agents open a case, Keep understands its current state, inspects both your public and private content — Knowledge articles, docs, past cases, Slack threads — and generates intelligent suggestions to move the case forward.
- Draft Answers — if Keep is confident it can resolve the case, it generates an editable draft grounded in your Knowledge articles and past cases
- Quick Links — surfaces the most relevant public and private sources without adding noise
- Summaries & To-Do's — case summaries with glanceable hints on remaining action items
- Fully conversational — ask to make a draft shorter, more concise, or describe how to modify it
- Sentiment detection — calls out when the customer has expressed strong emotions so Agents can adjust tone
- Close the content loop — convert resolved cases into publishable Knowledge entries with one click
Capabilities
Draft Answers
If Keep is confident it can resolve the case, it generates an editable draft grounded in your Knowledge articles and past cases. Click Apply to prefill the reply, add final touches, and send.
Quick Links
Keep surfaces the most relevant sources — Knowledge articles, docs, and past cases — tuned to provide what's most relevant without adding noise.
Summaries & To-Do's
For complex cases with long histories, Keep generates a summary and glanceable hints on remaining to-do's so Agents pick up context instantly.
Fully conversational
Keep is fully conversational. Agents can ask to refine a draft, change its tone, or get more detail on a specific point — just like collaborating with a senior teammate.
Sentiment detection and hints
Keep can call out when the customer has expressed strong emotions, generate quick replies, and provide other helpful suggestions — all automatic, tuned to surface what matters most.
Automatic hints
Beyond drafts and links, Keep generates quick replies and contextual suggestions for each case automatically — providing what's most relevant without cluttering the sidebar.
Use cases
Move complex cases forward faster
Keep gives every Service Cloud Agent an AI sidekick that drafts replies, surfaces relevant Knowledge articles, and summarizes case histories — so your team resolves complex cases without the back-and-forth.
Bring institutional knowledge to every case
Keep inspects past cases, Knowledge articles, docs, and Slack threads so Agents always have the right context — even for edge cases they haven't seen before.
Knowledge-centered service in practice
Close the content loop by turning resolved cases into publishable Knowledge entries with one click. Your Salesforce Knowledge base grows from real customer interactions, continuously reducing future case volume.
Ready to connect Salesforce?Get started with Inkeep today
Ready to connect Salesforce?Get started with Inkeep today
Related integrations
Frequently Asked Questions
Link your Salesforce instance via OAuth in the Inkeep Dashboard, then install the Chrome Extension. Agents get a Smart Assist sidebar directly in Service Cloud with draft answers, quick links, summaries, and more.
Keep inspects both your public and private content. That includes Salesforce Knowledge articles, external docs, past cases, Slack conversations, Confluence, Notion, and more. All suggestions are grounded in your actual content with inline citations.
No — and that's by design. Keep is a copilot, not an autopilot. It drafts answers, surfaces links, and summarizes cases, but your Agents stay in control. They review, edit, and send every response.
When an Agent resolves a case, they can turn it into a publishable Knowledge entry with one click. You can add it to your Inkeep knowledge base, copy it as markdown for your docs, or download it as a file. Over time, this means fewer cases about the same questions.