Copilot Connectors
Hi All-
I am working on building some agents where I need to reference Salesforce and Gong data in Copilot. I have activated the connectors for both and they are syncing and say information is being pushed. But when prompted, there is no information given. I know I need to check on the Salesforce permissions to make sure the integration user has read/write on the right objects, but what else can I do to troubleshoot? Has anyone been using these connections and been having success?
Additionally, does anyone have opinions on how Voice AI has been working? I know there are a lot of low cost options out there but many sound so robotic. Is it more beneficial to build a flow where the AI is called out as being AI? Such as "Hey this is an AI call to get more information to tailor a demo to you". Is that something you would respond to? Has anyone used Voice AI in outbound sales?
Any tips appreciated, thank you!
Posted Dec 10, 2025, 2:54 PM UTC