Salesforce Integration
Embed Knowmax natively inside Salesforce so agents can access knowledge, workflows, and answers in the same workspace, reducing screen toggling and preserving your existing CRM investment.
Knowmax brings AI-powered contact center knowledge directly into Salesforce, helping agents find accurate answers, follow guided workflows, and resolve cases faster without switching tabs. Built for enterprise CX teams, it combines unified knowledge, agent assist, training, and analytics inside the CRM environment your teams already use every day.

Explore the core capabilities that bring AI-powered knowledge, guidance, and support workflows directly into Salesforce.
Embed Knowmax natively inside Salesforce so agents can access knowledge, workflows, and answers in the same workspace, reducing screen toggling and preserving your existing CRM investment.
Surface relevant articles, next-best actions, and contextual guidance in real time during live customer interactions, helping agents respond faster and more consistently inside Salesforce.
Turn complex SOPs and support processes into no-code guided workflows that help agents follow the right path, improve accuracy, and reduce compliance-related errors.
Create a single source of truth for agents and support teams with AI search, structured articles, FAQs, and centralized content governance connected to Salesforce.
Combine live knowledge and onboarding resources in one platform so new agents ramp faster and existing teams stay aligned with updated policies and processes.
Reuse the same trusted knowledge across agent-facing and customer-facing channels, enabling consistent self-service content while reducing repetitive support volume.
Knowmax enhances Salesforce with a purpose-built contact center knowledge layer that helps agents search faster, follow guided resolutions, and access training without leaving the CRM. Instead of relying on basic built-in knowledge tools alone, enterprise teams get AI search, decision trees, agent assist, and analytics in one connected experience designed for high-volume customer support.

See how global brands use Knowmax to improve speed, consistency, and customer experience outcomes.
Knowmax helps enterprise support teams turn Salesforce into a smarter, faster knowledge-driven service environment.
Knowledge appears directly inside Salesforce, reducing context switching and improving agent productivity during live interactions.
Intent-aware AI search helps agents find accurate answers faster than keyword-only knowledge tools.
GDPR, SOC 2, ISO 27001, and HIPAA certifications support secure enterprise knowledge operations.
Trusted by global enterprises across telecom, banking, healthcare, retail, and BPO environments.
Experts behind enterprise knowledge transformation.
Knowmax, a product of KocharTech, is built to help enterprises manage knowledge with greater speed, accuracy, and operational consistency. The platform was created with a global, pan-industry approach, recognizing that every sector has distinct service workflows, compliance needs, and customer expectations. Today, Knowmax supports contact centers, BPOs, and CX teams across telecom, banking, insurance, e-commerce, healthcare, travel, automobiles, and utilities. From its headquarters in Gurugram, India, the company continues to expand its reach across North America, Europe, the Middle East, India, Southeast Asia, and Africa. Its vision is to challenge outdated support processes with AI-powered knowledge, guided resolutions, and omnichannel delivery that help teams serve customers better at scale.
Knowmax integrates natively with Salesforce so agents can access knowledge articles, guided workflows, AI search, and agent assist directly within their CRM workspace. This reduces tab switching and keeps support teams inside their existing case-handling flow. The integration is designed to augment Salesforce rather than replace it, preserving your CRM as the system of record.
Talk with our team about integrations, security, and deployment planning.
Validated controls for secure operations.
Recognized information security certification.
Supports regulated healthcare knowledge use.
Request a demo to explore how unified AI knowledge, guided workflows, and agent assist can fit into your existing Salesforce environment.
For immediate assistance, feel free to give us a direct call at +15616750292. You can also send us a quick email at support@knowmax.ai.
For immediate assistance, feel free to give us a direct call at +15616750292. You can also send us a quick email at support@knowmax.ai.