Aura
Marketplace
CRMConnector

Salesforce

Open cases, account context and pipeline — in meetings.

Live · HUD preview
· open cases
Acme CorpP1 · 02:14 open
GlobexP2 · 1d 04h
InitechP3 · 3d
Live · HUD
Overview

When a meeting starts, Aura quietly slides the account's open cases, recent activity, and pipeline state into the meeting card. No more pre-call scramble.

Voice triggers
  • say "open cases"
  • say "account brief"
  • say "log this call"
Permissions
  • Read accounts + opportunities
  • Read cases
  • Create call notes
Where it shows up
  • ·Meeting card
  • ·Account brief
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