AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Flexperto all-in-one communication platform

Schedule and Start Flexperto Video Meetings from Salesforce

Overview

  • Have secure video consultations from any web browser - no apps, plugins, or downloads are required for agents or their customers.

  • Elevate video consultations with additional engagement features like screensharing, co-browsing, and whiteboard. Record video meetings and archive the recordings compliantly.

  • Start and send E-Signature contracts from within a video consultation or Flexperto's dashboard, and collect legally-binding signatures from customers efficiently.

Flexperto is an all-in-one platform for consultants working with customers in a service format. Its core product features are: Appointment Scheduling: - Experts can manage and synchronize their calendar to show availability, and schedule outbound appointments with customers - Customers can schedule inbound appointments with experts from each experts' personalized profile page Video Meetings - Experts and customers can meet via WebRTC video E-Signature - Experts can upload documents, add signature fields, and request customers to sign digitally Omnichannel-Messenger - Experts can chat with customers via popular messaging channels (WhatsApp, Facebook Messenger, SMS, Telegram) from one unified inbox within the Flexperto web dashboard.

Categories

Business Needs
Chat & Web Conferencing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package