Add Salesforce Knowledge

Feed your Jform Salesforce Agent with Salesforce Knowledge articles to create a reliable, always up-to-date knowledge base. Simply select from your Salesforce knowledge types and add the right information to equip your Agent with accurate answers for every customer interaction.

Auto Update Knowledge

Your Jform Salesforce Agent can automatically crawl your Salesforce Knowledge articles on a daily, weekly, or monthly schedule. This ensures its knowledge base stays fresh—learning any updates or changes you make in Salesforce without requiring manual updates.