Qwil Messenger Salesforce Connector

Qwil Messenger replaces insecure client emails with safe, recorded and compliant communication - chat, documents, e-signatures, video calls, scheduling and AI, all in one branded space. Invite clients and view chats directly within Salesforce.

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Qwil Messenger is a secure, branded client communication platform trusted by 3000+ regulated firms and financial advisers. Replace WhatsApp and insecure email with one compliant space where clients can chat, share documents, collect e-signatures, video call, schedule meetings and benefit from AI-powered summaries and rewrites - all end-to-end encrypted, fully searchable and audit-ready. Clients onboard in 30 seconds. Our connector enables customers to seamlessly manage chats with their clients directly from Salesforce. Invite: Create and manage your client user identities and their access at your organisation from within Salesforce. Manage access between clients and your staff/teams to ensure frictionless, direct access to the right people for your clients. Create: Create chats from within Salesforce and have one-click access to your existing chats. Have direct access to chat transcripts and the associated attachments. Review: Chats are automatically available within Salesforce against a client's record. Your teams no longer have to remember to log each and every chat manually. Instantly see a full view of the chat engagement across your organisation.