A Ayra · Salesforce
Please send this to your Salesforce admin
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What we need from you

Invite us in, then tell us how you work

We will set up the Ayra phone and chat agent on your Salesforce. You do not need to configure anything for us. Two things only: add our person, and answer the questions below.

Step 1

Invite this person

User to invite

adham@ayra.cx

Add this email to your Salesforce org the same way you invite a teammate.

Permission

System Administrator is not required. We can do the same work with a normal user plus the access below. After go-live we drop even that to an API-only user.

What adham@ayra.cx needs:

  • Log in to your Salesforce
  • Enough Setup access to connect our agent (create the app that talks to Salesforce). Your admin can click that for us instead.
  • Read and write people (Contacts)
  • Read and write the calendar we will book on
  • Read and write notes
  • Read and write Cases, Leads, and Accounts

System Administrator for a few days is only if nobody on your side wants to open Setup. We do not keep it.

Step 2

Tell us how you use Salesforce

Reply on this thread, WhatsApp, or email. Short answers are fine.

  1. What do you use Salesforce for day to day?
  2. What should the agent do on a call or chat? Book time, take a note, open a case, capture a lead, look someone up — which of those?
  3. Whose calendar should bookings land on?
  4. What timezone and usual hours should we use?
  5. Your Salesforce login link, if you have it. It usually looks like https://yourcompany.my.salesforce.com.
  6. Two real people we can use as a test. First name, last name, and phone.
  7. Anything we should know or stay away from?