AI agents that work across ServiceNow and Salesforce
Warning signs show up in ServiceNow first: repeat contacts, slow replies, a case reopened. The people who need to act on them, the account owners, work in Salesforce. Cogito AI's ServiceNow and Salesforce connectors bring your service desk and CRM into one Enterprise Data Model, so the Pre-escalation Alert agent can watch open cases for warning signs and alert the account team before a customer escalates, with the account's revenue, renewal date and open opportunities beside the case. Every alert shows the tickets behind it, agents only surface what each user is entitled to see in either system, and every action is logged for audit.
Built for these agents
The packaged work that needs ServiceNow and Salesforce together. Each links to its own page.
Questions you can ask
Each of these needs ServiceNow and Salesforce at once; every answer shows its sources in both.
- Which accounts with a renewal in the next 90 days have an open escalation in ServiceNow?
- Which customers have contacted support three times this month about the same issue?
- Show me the open cases for every account in my pipeline.
- Which high-value accounts had a slow first response this week?
- Which tickets were reopened for accounts with an open opportunity?
- Which account teams should be warned today, and why?
How it works
- 1
Connect ServiceNow and Salesforce to Cogito AI
Set up each integration with the setup wizard, and follow every sync in job monitoring.
- 2
Build one Enterprise Data Model
Key terms are extracted from both systems and mapped together, so one question can draw on ServiceNow and Salesforce at once.
- 3
Deploy the agents
Start with the packaged agents the pair is built for. Every answer cites its source, and the audit trail records every action.
Put ServiceNow and Salesforce to work together
Questions about connecting ServiceNow and Salesforce to Cogito AI, or about the integration with your other systems? Send us a note and we'll get back to you by email.