Why Charket.ai
For Salesforce customers looking to implement an
AI-powered social media strategy, Charket.ai offers the most
secure, scalable, and compliant solution on the market. As Salesforce-native AppExchange
applications, Charket apps are built specifically to connect major social messaging
platforms—such as WeChat/WeCom, WhatsApp, LINE, and more—directly to Salesforce CRM. By
combining native integration with the power of Salesforce Agentforce, Charket.ai enables
organizations to transform how they attract, engage, and support customers across digital
channels.
Salesforce-Native Architecture for Maximum Security
One of the strongest reasons Salesforce customers choose Charket.ai is data security.
Because Charket apps are 100% Salesforce native, all customer interactions, profiles,
messages, and AI outputs are stored exclusively within the Salesforce platform. No
data is transmitted to or stored on third-party servers. This is a significant
differentiator: many other messaging integration vendors rely on external middleware,
exposing businesses to additional security risks and fragmented data architecture.
By keeping data inside Salesforce's trusted infrastructure, Charket.ai ensures that
every interaction benefits from Salesforce's enterprise-grade security model,
role-based access control, shield encryption options, audit trails, and monitoring.
For industries with strict security requirements—such as financial services, public
sector, healthcare, and retail—this native design eliminates operational risk and
simplifies IT governance.
Compliance With Global Privacy Regulations
Modern customer engagement requires strict compliance with personal information
protection laws such as GDPR (Europe), PIPL (China), and CCPA (California). Charket
apps support these requirements by inheriting Salesforce's compliance framework and
data protection capabilities. Because Charket apps never store personal information
outside Salesforce, businesses are able to maintain full control over customer data
and meet regulatory obligations for consent management, data residency, access
requests, and auditability.
For global Salesforce customers managing cross-border operations, this compliance
foundation is essential. Charket.ai makes it easy to adopt social media messaging as a
customer engagement channel without introducing new legal or operational complexities.
End-to-End Customer Engagement
Unlike standalone messaging tools that operate outside the CRM, Charket apps allow
marketing, sales, and service teams to run end-to-end customer journeys completely
inside Salesforce. Every message is tracked as a CRM activity. Every social media user
becomes a Salesforce lead or contact. Every engagement contributes to a unified
customer profile.
This enables teams to:
- Run targeted social media campaigns based on Salesforce segmentation.
- Drive lead generation and qualification through messaging entry points.
- Convert sales faster with real-time messaging on high-value platforms like WeChat.
- Provide seamless service with full history and context directly in the Service Console.
- Analyze performance through Salesforce reports and dashboards.
By leveraging Salesforce's built-in workflows, automation rules, and analytics,
Charket apps transform social messaging into a strategic part of the customer
lifecycle rather than an isolated communication tool.
AI-Enhanced Engagement Powered by Agentforce
Charket.ai takes AI-powered engagement to the next level by using Salesforce
Agentforce both as a copilot for internal teams and as intelligent bots for customers.
For marketing, sales, and service teams, Agentforce serves as a digital copilot,
enabling them to interact with Salesforce CRM by chatting with the CRM in natural
language and receive real-time insights that enhance productivity and accuracy.
For customer-facing scenarios, Agentforce enables AI agents to qualify leads, respond
to inquiries, and provide 24×7 automated support, all while referencing Salesforce
data through a secure RAG workflow. This helps organizations scale customer engagement
without increasing headcount and ensures fast, consistent, and personalized
experiences on every messaging channel.
Our Products
Charket is a leading social CRM solution provider. We offer a suite of Salesforce AppExchange native apps.
