• Chats across your tools Ask every tool you connect in one question, approve each change, and share chats with your team in projects.
  • Bots They start on a time or an event and do the chores that repeat, asking first unless you let them run.
  • Chat with Work Desktop On Mac, Windows, and Linux: lend folders, change files, scan paper, and use your browser; run commands in a sandbox on Mac and Linux.
  • Word, Excel, PowerPoint, and Google Docs Ask beside the document with what you selected, and apply each edit yourself.
  • iPhone and Android Your chats and bots in your pocket: ask, follow your bots, and approve what waits for you.
  • Slack, Discord, and Campfire Ask where your team already talks, with your own integrations.
  • Documents, spreadsheets, and decks It runs code in a sandbox to calculate and to build Word, Excel, and PowerPoint files on your templates.
  • Self-hosting Chat with Work on your own servers, with the models you choose, local ones included.
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Integration · CRM

Chat with Salesforce.

Ask Salesforce about your accounts, contacts, opportunities, and cases in plain English, and get the answer with each record linked. It reads through Salesforce's own MCP server, as you, so it sees only what your Salesforce permissions and sharing rules let you see.

Create free account

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Salesforce Chat with Work
Read by default Read-only No index

It reads

  • Accounts and contacts
  • Opportunities
  • Cases
  • Related records
  • Any object you can open, by SOQL or search

It changes

Nothing. It only reads Salesforce.

It never

  • Builds an index
  • Sees what you can't
  • Trains a model
  • Changes anything unasked

Try asking

Questions people ask Salesforce.

Bot recipes

Bots that work with Salesforce.

Start one from a recipe written for any tool of its kind, pick Salesforce, and it works as you, asking before it changes anything unless you let it.

  • Account health digest

    Gives each account manager a weekly view of their customers' support load and open issues.

    On a schedule Any CRM HubSpot Salesforce Odoo Any helpdesk Chatwoot HubSpot

  • Lead researcher

    Researches each new lead and writes a short brief on the contact in your CRM.

    New leads Any CRM HubSpot Salesforce Odoo

  • CRM hygiene

    Finds duplicates, missing fields, and deals with no next step in your CRM, and proposes the fixes.

    On a schedule Any CRM HubSpot Salesforce Odoo

  • Stale deal nudger

    Finds open deals nobody touched in two weeks in your CRM, and drafts a nudge for each owner.

    On a schedule Any CRM HubSpot Salesforce Odoo Any team chat Slack Teams Discord Basecamp

  • Inbound demo request responder

    Researches each demo request from the website form and drafts a reply with times from your booking page.

    A webhook Any CRM HubSpot Salesforce Odoo Any mailbox Outlook Any booking page TidyCal

  • Pipeline review

    Prepares Friday's pipeline review from your CRM: what moved, what slipped, what's at risk.

    On a schedule Any CRM HubSpot Salesforce Odoo

All recipes

Read-only, and only your Salesforce.

It sees what your Salesforce account can see, and nothing more.

It reads through Salesforce's own MCP server, only when you ask. None of it trains a model. More on the security page.

Disconnect any time.

In Chat with Work
Settings, Integrations, Disconnect. Its tokens and what it cached are deleted.
Or pause it
A paused integration stays connected, but the assistant can't use it until you resume it.
More than one account
Connect each one, and name it. The assistant knows which is which, and each account keeps its own access level.

Step by step in the help center: Connecting Salesforce, Connecting services, and Troubleshooting an integration if it stops working.

Works with the rest of your work

One question across all of them.

Google Drive Dropbox OneDrive Nextcloud Outlook TidyCal Teams Slack Discord Basecamp Notion Todoist GitHub Linear
Jira Confluence Asana monday.com Airtable HubSpot Chatwoot Granola Fireflies Bugsink SendFox X Odoo

Connect Salesforce.

A Salesforce admin turns on Salesforce's MCP server and adds an app for Chat with Work in your org once, an owner or admin pastes its key in Chat with Work, then everyone signs in with their own Salesforce login. You can disconnect just as fast.

Create free account All integrations

Free: 30 answers a day, plus 300 trial credits for every other model. No card.