10 Best Salesforce Chatbots for 2025 - Features, Use-Cases, and Best Fit

Salesforce chatbots have evolved far beyond simple auto-replies. In 2025, they’re expected to orchestrate complex, real-time conversations across multiple channels such as SMS, WhatsApp, web chat, and even voice while staying compliant with data regulations like GDPR, HIPAA, and 10DLC.

As organizations shift toward more intelligent and personalized customer engagement, choosing the right chatbot has become a strategic decision. The best options today qualify leads, automate service touchpoints, and drive real business outcomes without ever leaving the Salesforce ecosystem.

In this guide, we review the top 10 Salesforce-compatible chatbots for 2025. We’ll break down their features, who they’re best suited for, and how they fit into different workflows so you can make the right decision for your team and tech stack.

Before diving into detailed reviews, here’s a snapshot comparison of the top Salesforce-compatible chatbots for 2025. 

Now, let’s explore how each one actually performs in real-world scenarios. From their standout features to the specific industries and teams they serve best, the following breakdown will help you go beyond checkboxes and match each tool to your organization’s needs.

We’ll start with Conversive, a Salesforce-native platform purpose-built for high-touch, regulated service industries.

1. Conversive

Conversive is a Salesforce-native conversational platform purpose-built for regulated, high-touch industries like education, healthcare, legal, and finance. Rather than functioning as a generic chatbot or standalone API layer, Conversive embeds deeply within the Salesforce ecosystem to orchestrate contextual, compliant, and scalable conversations. It’s designed for service providers who need to move beyond basic automation toward intelligent, orchestrated messaging that adapts to where each customer is in their journey.

Features

Conversive’s capabilities go beyond surface-level chat. Its suite of tools is designed to help professionals automate repetitive tasks, reduce drop-offs, and engage customers with relevance within their existing CRM stack.

• Conversive integrates natively with Salesforce across Sales, Service, Marketing, and Education Clouds, allowing users to trigger and track conversations from any CRM object.
• It includes built-in compliance tooling for global standards such as 10DLC, GDPR, HIPAA, and TCPA, ensuring that every interaction is safe and auditable.
• Its no-code Converse App allows teams to create and update messaging journeys using modular, drag-and-drop workflows. No developer support required.
• The platform supports messaging across SMS, WhatsApp, RCS, voice, email, and webchat, with unified orchestration in a single UI.
• Conversive combines automation with a human+AI co-pilot model, enabling real-time agent intervention through its agent console, Converse Desk.

Who’s it For

Conversive is ideal for mid-market and enterprise teams working in regulated industries that depend on high-touch customer journeys. Whether you're managing student admissions, patient onboarding, legal consultations, or financial services workflows, Conversive is built to help you move faster without sacrificing compliance or personalization.

Typical users include operations, marketing, and CX teams who need to automate messaging at scale, but still want human oversight and CRM context. It’s also a strong fit for contact centers and BPOs that need to boost agent efficiency and streamline multi-channel conversations from a single interface.

Use-Cases

Conversive is most often used to automate lead qualification, reduce inquiry drop-offs, and drive conversions across messaging channels. In education, teams use it to send application reminders, financial aid nudges, and event invitations to reduce no-shows and improve inquiry-to-application ratios. Healthcare teams deploy it for appointment confirmations, intake workflows, and patient follow-ups, all while staying HIPAA-compliant.

In legal and finance, Conversive powers workflows like client intake, document collection, KYC reminders, and secure follow-ups, giving teams the tools to manage complex, high-value relationships without leaving Salesforce. Because all communication flows are embedded directly in the CRM, every message is tracked, reportable, and audit-ready.

2. eesel AI

eesel AI is an internal knowledge assistant that helps teams instantly access information from their documents, wikis, and apps using natural language. Unlike external-facing chatbots, eesel AI is designed to support internal operations making it easy for employees to get answers from existing knowledge sources without leaving Slack. For fast-moving teams, it turns internal documentation into a searchable, conversational resource.

Features

eesel AI is built for productivity, streamlining access to organizational knowledge so that teams can make faster, more informed decisions.

• It integrates directly with Slack, enabling team members to ask questions and receive intelligent, context-aware responses without switching tools.
• It connects to knowledge repositories like Notion, Confluence, and Google Drive, indexing documents for instant access.
• Its semantic search and summarization capabilities surface the most relevant content snippets, eliminating the need to browse multiple files.
• Answers come with citations, so users know exactly where the information came from.
• Role-based access controls ensure that only authorized team members can retrieve sensitive content.

Who’s it For

eesel AI is best suited for internal-facing teams that rely on written documentation to function efficiently such as support, sales enablement, onboarding, and product teams. It’s particularly valuable for organizations with growing teams, complex knowledge bases, or limited resources for internal support.

Tech startups and mid-size companies often deploy eesel AI to deflect repetitive internal queries and reduce ramp-up time for new employees. For teams that already live in Slack, eesel AI offers frictionless integration and immediate time savings.

Use-Cases

Support teams use eesel AI to answer internal “how do I” questions surfacing escalation policies, SOPs, and technical troubleshooting steps. Sales reps use it to fetch product specs, competitive battle cards, or pricing info in the middle of a customer call.

For onboarding, eesel AI acts as a self-service companion helping new hires find team workflows, benefits details, or past project context without having to ask someone. Its value lies in minimizing interruptions, speeding up response times, and scaling internal knowledge-sharing.

3. Salesforce Einstein Bots

Salesforce Einstein Bots are built directly into the Salesforce ecosystem, offering users a native way to automate service conversations and streamline case resolution. Designed primarily for Service Cloud users, Einstein Bots allow businesses to deflect common inquiries, capture structured data, and guide customers through routine workflows without leaving the Salesforce interface.

Features

Einstein Bots are deeply integrated with the Salesforce platform, giving teams an accessible starting point for service automation.

• They are fully native to Salesforce and integrate seamlessly with Service Cloud, Sales Cloud, and Experience Cloud.
• Bots can be configured using Salesforce Flow and the Bot Builder UI, allowing teams to build dialogues without custom code.
• They support multilingual experiences and can hand off conversations to human agents through Live Agent.
• Customer data is automatically pulled from and saved to CRM records, maintaining context throughout the conversation.
• Einstein Bots can operate across channels such as web chat, SMS (via Digital Engagement), and Facebook Messenger.

Who’s it For

Salesforce Einstein Bots are best suited for organizations already using Service Cloud and looking to add basic automation to their support workflows. They are ideal for customer service teams aiming to reduce call volume and speed up response times without investing in third-party tools or custom integrations.

Because they are built into Salesforce, these bots appeal to IT and admin teams that prefer to keep all automation and data management within a single system. They’re also a strong fit for businesses looking to automate simple decision trees, gather information upfront, and escalate only when needed.

Use-Cases

Einstein Bots are commonly used for tier-1 support workflows such as order tracking, password resets, appointment scheduling, and status updates. They collect structured input from customers (like case numbers or account details), look up relevant data in Salesforce, and return real-time responses often resolving issues without human involvement.

When a human touch is required, Einstein Bots pass the conversation to a live agent with full context intact. This makes them effective at triaging and accelerating service resolution while freeing up agents to focus on complex or high-priority cases.

4. Ada

Ada is a leading no-code customer support automation platform built for enterprises that want to deliver personalized, scalable service across channels. Known for its powerful AI engine and rapid deployment model, Ada enables non-technical teams to design and launch bots that handle a wide range of customer interactions without writing a single line of code.

Features

Ada stands out for its accessibility and intelligence, empowering CX teams to manage automation without relying on developers.

• Its no-code builder allows teams to create dynamic, multi-path conversations using drag-and-drop logic.
• Ada’s AI engine uses intent recognition and natural language understanding to deliver context-aware responses.
• The platform supports over 100 languages and can be trained on past interactions to continuously improve accuracy.
• It integrates with platforms like Zendesk, Salesforce, Shopify, and custom APIs to fetch and update data in real time.
• Ada works across SMS, web chat, social messaging apps, and mobile SDKs, offering omnichannel consistency.

Who’s it For

Ada is best suited for large, customer-centric organizations that need to scale support without sacrificing personalization. Enterprises in retail, telecom, travel, and fintech often choose Ada to automate FAQ responses, reduce support volume, and offer 24/7 assistance across global markets.

It’s a strong fit for customer experience and operations teams looking to take ownership of bot deployment and optimization, particularly when technical resources are limited. Because of its multilingual and omnichannel capabilities, Ada is especially valuable for global brands managing large, diverse customer bases.

Use-Cases

Ada is commonly used to automate high-volume support scenarios like order status updates, account management, billing questions, and onboarding flows. Businesses use it to deflect repetitive tickets, surface answers from integrated systems, and triage conversations before routing to agents.

It’s also effective in proactive engagement sending reminders, updates, or promotional messages to customers via preferred channels. With its robust analytics and testing tools, Ada helps teams iterate and improve performance quickly, driving long-term efficiency gains.

5. Drift

Drift is a conversational marketing and sales acceleration platform built to help B2B companies engage website visitors in real time. Unlike traditional support chatbots, Drift focuses on revenue-generating conversations qualifying leads, booking meetings, and connecting prospects to sales reps instantly. It blends automation with live chat, allowing teams to create frictionless buyer journeys right from the first touchpoint.

Features

Drift offers a feature set tailored to modern sales teams aiming to turn anonymous traffic into pipeline.

• Drift uses real-time routing and lead enrichment to connect high-intent visitors with the right sales rep.
• It includes a powerful playbook builder that lets teams create chat flows based on buyer behavior, firmographics, or referral source.
• The platform integrates deeply with Salesforce, Marketo, and HubSpot to sync lead data and trigger workflows.
• Drift supports meeting scheduling, calendar sync, and qualification logic right inside the chat.
• Its AI-powered chatbots can automate answers to common questions or escalate to humans when necessary.

Who’s it For

Drift is best suited for B2B sales and marketing teams, especially those focused on account-based marketing (ABM), pipeline generation, and conversion rate optimization. Companies that rely on inbound traffic and want to shorten sales cycles benefit most from Drift’s ability to identify, qualify, and route leads in real time.

Growth-stage SaaS companies, enterprise software vendors, and marketing-driven organizations use Drift to personalize engagement at scale and make their websites conversion-ready 24/7.

Use-Cases

Use-cases for Drift include capturing high-intent leads from website visitors, qualifying them using chat flows, and instantly booking meetings with the right rep. Marketing teams use Drift to target specific ABM accounts with personalized messaging based on firmographic data or campaign source.

Sales teams use it to speed up discovery, handle objections live, and reduce time-to-demo. With Drift’s conversation analytics and A/B testing tools, organizations can continuously refine their approach and optimize performance across the funnel.

6. Qualified

Qualified is a pipeline generation platform built specifically for Salesforce-centric revenue teams. It turns anonymous website visitors into an actionable pipeline by combining AI-driven insights, real-time engagement, and deep CRM integration. Qualified focuses on connecting high-intent buyers to the right sales reps at the right time making it a powerful tool for account-based strategies.

Features

Qualified stands out for its tight integration with Salesforce and its real-time account intelligence capabilities.

• It automatically identifies site visitors using reverse IP lookup, enriching them with firmographic and Salesforce data.
• Sales reps can engage visitors live through chat, voice, or video, all from within Qualified’s dashboard.
• The platform supports Signals, an AI-driven feature that alerts reps when high-value accounts are on the site.
• It offers seamless Salesforce integration, enabling reps to update records, view account history, and trigger workflows in real time.
• Qualified supports multi-channel engagement, including chatbot handoffs, live chat, and conversational forms.

Who’s it For

Qualified is purpose-built for B2B sales and marketing teams that use Salesforce as their source of truth. It’s particularly well-suited for companies running account-based marketing (ABM) or pursuing enterprise deals, where timing, personalization, and coordination are critical.

Revenue operations leaders, sales development managers, and marketing teams use Qualified to increase pipeline velocity by identifying and acting on buying signals as they happen. Its real-time intelligence makes it ideal for teams that want to prioritize the accounts most likely to convert.

Use-Cases

Qualified is most often used to convert high-value website traffic into sales conversations. Teams use it to identify which accounts are on their site, qualify them through bot-assisted workflows, and immediately route them to the appropriate rep for live engagement.

It’s also used to personalize landing page experiences for ABM campaigns, trigger Salesforce workflows based on web behavior, and improve conversion rates by eliminating form friction. Qualified helps sales teams be present when it matters most during the peak of buying intent.

7. Intercom

Intercom is a customer communications platform designed to support users across the entire lifecycle from onboarding to support and retention. Originally built for SaaS companies, it has evolved into a flexible, multichannel solution for in-app messaging, live chat, and automated support. Intercom’s strength lies in blending proactive engagement with reactive support, all within a unified interface.

Features

Intercom is known for its seamless in-product messaging and strong emphasis on customer experience.

• It enables product tours, in-app prompts, and onboarding flows that guide users contextually inside the app.
• Intercom’s chatbot, Fin, uses AI to automate customer queries, surface help center content, and escalate complex issues to support reps.
• It integrates with a wide range of tools including Salesforce, Zendesk, and Stripe to unify customer data.
• Its inbox and support tools allow for ticket management, SLA tracking, and team collaboration across channels.
• Intercom supports communication via web chat, email, SMS, and mobile push notifications, offering a consistent experience.

Who’s it For

Intercom is ideal for product-led growth companies and SaaS businesses that prioritize in-app engagement and self-service support. It caters to teams in customer support, product, marketing, and onboarding who want to proactively guide users while keeping support overhead low.

It’s a strong fit for startups and scale-ups seeking to improve onboarding, reduce churn, and provide faster answers without overwhelming their support teams.

Use-Cases

Intercom is frequently used to welcome new users with product tours, trigger in-app messages based on behavior, and respond to user questions with a mix of automation and live chat. Support teams rely on Intercom’s AI bot to resolve common issues and route tickets to the right agent when needed.

For product and growth teams, it’s a tool to drive feature adoption and reduce drop-offs through personalized, timely nudges. Its ability to blend marketing, support, and product communication into a single experience makes it a go-to for customer-centric SaaS teams.

8. Zendesk Answer Bot

Zendesk Answer Bot is an AI-powered support assistant built to extend Zendesk’s help desk capabilities. It automatically replies to customer questions by surfacing relevant help center articles, deflecting repetitive tickets, and accelerating time-to-resolution. It’s designed for teams already using Zendesk and looking to introduce automation without a steep learning curve.

Features

Answer Bot is tightly integrated with the Zendesk ecosystem, enabling simple setup and immediate ROI for existing users.

• It automatically scans incoming customer tickets and responds with suggested help articles based on content relevance.
• The bot integrates natively with Zendesk Guide, Chat, and Support, allowing seamless transitions between channels.
• It provides feedback loops to continuously improve response accuracy through user interactions.
• Agents can take over conversations at any point, with full visibility into what the bot has already shared.
• Answer Bot works across email, web, Slack, and messaging channels, helping teams offer 24/7 assistance.

Who’s it For

Zendesk Answer Bot is a strong fit for customer support teams using Zendesk as their primary ticketing system. It’s best suited for companies with a well-developed knowledge base and a high volume of repetitive inquiries that can be addressed through self-service.

Small to mid-size businesses as well as enterprises use Answer Bot to increase deflection rates, improve agent efficiency, and provide customers with immediate answers, especially during off-hours or high-volume periods.

Use-Cases

Typical use-cases include resolving FAQs like “How do I reset my password?” or “Where’s my order?” before a human agent is needed. Answer Bot automatically links to help articles, offering a faster resolution path while reducing support ticket volume.

When questions are too complex or the customer requests further help, the bot escalates the conversation to a live agent, providing continuity in the experience. Teams also use it to improve help center usage and gain insights into article effectiveness through analytics and feedback.

9. LivePerson

LivePerson is an enterprise-grade messaging platform designed to unify customer conversations across channels with AI and automation. It’s built for businesses looking to replace or augment voice support with scalable messaging experiences offering everything from chatbots and agent co-pilots to voice AI and intent analytics. LivePerson’s core value lies in helping organizations shift from reactive support to proactive, AI-assisted service.

Features

LivePerson offers a robust feature set focused on agent efficiency, AI orchestration, and enterprise readiness.

• It supports asynchronous messaging across SMS, WhatsApp, Apple Messages, web chat, and voice centralized into a unified agent workspace.
• The platform includes AI intent detection and routing to match inquiries to the right bot, agent, or workflow.
• Agents are supported by co-pilot tools that suggest replies, surface knowledge base content, and track sentiment in real time.
• LivePerson integrates with CRMs like Salesforce and support platforms like Zendesk, enabling contextual engagement.
• It offers enterprise-grade security, analytics, and compliance capabilities tailored for high-volume, regulated environments.

Who’s it For

LivePerson is ideal for large enterprises in sectors like telecom, banking, travel, retail, and industries that manage millions of customer conversations across channels. It’s best for organizations looking to shift from legacy call center operations to a messaging-first, automation-led service model.

CX and operations leaders choose LivePerson when they need advanced AI tools to reduce handling times, improve satisfaction, and scale without growing headcount.

Use-Cases

LivePerson is often used to manage inbound support at scale automating triage, deflecting basic queries, and routing high-value interactions to skilled agents. Companies use it to deploy voice bots for phone-based self-service or AI chatbots across messaging apps to handle everything from billing to order status.

In sales and marketing, LivePerson also powers proactive outreach and re-engagement campaigns, leveraging real-time customer data to drive timely, personalized conversations that convert.

10. ManyChat

ManyChat is a chatbot platform designed for marketers and small businesses looking to automate conversations on social and messaging apps. Originally built for Facebook Messenger, it has since expanded to Instagram, WhatsApp, and SMS making it a go-to tool for lead generation, customer engagement, and drip campaigns on mobile-first channels.

Features

ManyChat offers simplicity and speed for teams focused on social engagement and eCommerce.

• Its drag-and-drop flow builder allows users to design conversation sequences without any coding.
• It supports audience segmentation, keyword triggers, and multi-step lead capture forms.
• ManyChat integrates with Shopify, Google Sheets, Mailchimp, and other marketing tools to sync data and trigger workflows.
• It provides campaign performance analytics, including click rates, opt-ins, and funnel drop-offs.
• WhatsApp and SMS automation are supported (with additional fees), extending its reach beyond social apps.

Who’s it For

ManyChat is best suited for social media marketers, eCommerce brands, and small businesses that rely heavily on Instagram, Facebook, or WhatsApp to connect with their audience. It's popular among teams that prioritize speed-to-launch and simplicity over deep CRM integration.

The platform is especially effective for businesses running giveaways, flash sales, webinar registrations, or customer acquisition campaigns on mobile-first platforms.

Use-Cases

ManyChat is most often used to automate lead capture via Instagram DMs, Facebook Messenger, or WhatsApp. Brands use it to answer FAQs, qualify prospects, and follow up with offers or reminders in real time.

It’s also common in eCommerce to guide users through product recommendations, checkout support, or shipping updates reducing friction and increasing conversion rates. Its visual interface and low learning curve make it accessible to marketers with limited technical background.

Why Conversive Stands Apart From Every Other Salesforce Chatbot

In a market full of bolt-on chat tools and generic automation platforms, Conversive delivers something fundamentally different: a Salesforce-native conversation layer designed for high-stakes, high-touch service workflows. It’s about guiding users through complex journeys with full CRM context, compliance built-in, and human-in-the-loop orchestration where needed.

i) Salesforce-Native

Conversive is built natively for Sales, Service, Marketing, and Education Clouds. Conversations can be triggered, logged, and managed directly from leads, cases, or opportunities without third-party connectors.

ii) Conversational Orchestration

Conversive lets you build intelligent workflows using its no-code Converse App. You can configure if/else logic, escalation paths, event triggers, and channel-specific actions from one interface.

iii) Built-In Compliance

With support for 10DLC, GDPR, HIPAA, and TCPA, Conversive ensures that opt-ins, message history, and audit trails are handled by design, not bolted on as an afterthought.

iv) Designed for High-Touch Industries

Conversive is built for sectors like education, healthcare, finance, and legal, where trust, timing, and regulatory alignment are non-negotiable.

v) Unified Messaging Across Channels

SMS, WhatsApp, RCS, voice, and email - all managed through a single UI. No need for separate tools per channel.

vi) Human + AI Co-Pilot Model

Live agents work alongside AI-powered flows inside the Converse Desk console. Conversations can be triaged, prioritized, and escalated based on intent, urgency, or status.

Ready to reduce inquiry drop-offs, increase conversions, and ensure compliance without leaving Salesforce? Book a demo with Conversive and see how your team can turn every conversation into a measurable business outcome.

Frequently Asked Questions

What are the top Salesforce-compatible chatbots in 2025?

Conversive, Drift, and Qualified lead the pack in 2025. Conversive is best for regulated, high-touch industries; Drift excels in B2B sales and ABM; and Qualified is ideal for real-time website conversion and pipeline generation within Salesforce.

What makes a chatbot “Salesforce-native”?

A Salesforce-native chatbot operates entirely within the Salesforce platform. It can trigger flows, update records, and maintain full data integrity without relying on third-party connectors ensuring consistency and compliance across every interaction.

Which Salesforce chatbot is best for sales teams?

Top picks for sales teams include Drift for conversational qualification, Qualified for account-based sales routing, and Conversive for multi-channel lead nurturing inside Salesforce.

Which Salesforce chatbot is best for customer support?

Ada, Zendesk Answer Bot, and Conversive are leading options. Ada offers scalable, multilingual support automation; Zendesk Answer Bot works seamlessly within the Zendesk ecosystem; and Conversive combines CRM-native workflows with agent+AI orchestration for high-touch industries.

Which chatbot is ideal for lead generation on social or messaging apps?

ManyChat is ideal for quick-turn, social-driven campaigns. For more complex, multi-channel lead qualification inside Salesforce, Conversive and Intercom offer deeper workflows and CRM alignment.

How is Conversive different from generic chatbot tools?

Conversive is built natively for Salesforce, enabling real-time, data-driven conversations within CRM workflows. It includes a built-in compliance layer (10DLC, HIPAA, GDPR), supports multi-channel orchestration, and offers AI co-pilots specifically tuned for regulated service industries.

What kind of businesses should use Conversive?

Conversive is best for high-consideration, regulated services like universities, healthcare providers, law firms, and financial institutions where customer engagement requires compliance, personalization, and human oversight at scale.

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