Integrations

Visual support. Connected to your workflow.

Help teams see the customer's situation without leaving the service workflow they already use.

Connect the shared view and permitted notes to the case. Available connections and returned data depend on your deployment.

See the workflow Explore Salesforce

Launch in context
See the real-world issue
Continue in the system of record

One case · a clearer next step

The picture is back. Streaming still stops.

The next agent starts with the context—not the same questions.

Next owner · service agent

Review the visual observation alongside available provider diagnostics. Agree on the next check.

The service system owns the case and final status.

See the context behind this next step

01
What the customer reports
The setup screen is gone, but the movie keeps pausing.
Customer report · not a verified diagnosis
02
What Sophie Live adds
A shared view of the TV message and its position in the room.
Visual observation · not a network measurement
03
What the agent does next
Review available provider diagnostics alongside the observation, then agree on the next check.
Service system · owns the case and final status

What can carry back to the case?

Permitted observations, attempted actions and the customer’s reported result. Media and notes return only when supported and configured under your consent, access and retention policies.

A shared image does not confirm connection quality or close the case. The responsible team verifies the outcome in its service system.

Example workspace—not a live customer record or a specific CRM interface. Connection capabilities vary by deployment.

Explore the workflow

Launch, see, return context, and continue.

The system of record remains authoritative. Identity, permissions, retention, and returned data are defined for each deployment.

01 · Existing workflowLaunch
Start the configured visual-service experience from the service motion already underway.
02 · Shared viewSee
Bring the relevant product, device, or environment into view so the issue is easier to understand.
03 · Configured handoffReturn context
Return permitted observations, attempted actions, the unresolved issue, and the next owner to the configured case fields.
04 · System of recordContinue workflow
Let the team complete the next action in the authoritative service system.

Technical evaluation

Define the boundaries before choosing the connection path.

Use this worksheet to turn the published architecture into deployment questions. The source pages are overviews—not an API reference or a promise of current configuration support.

Launch surface

Where does the journey begin: CRM, contact center, field-service tool, portal, chatbot, IVR, or mobile app?

Permitted returned context

Which session information, media, notes, or qualified result may return under the deployment policy?

Authoritative system

Which enterprise, provider, or device system owns the case, status, control, and final record?

Questions to confirm

Confirm supported product versions, required licenses, identity, permissions, field mapping, retention, and a test case for deployment.

Featured integration

One clear home for the Salesforce story.

Explore the connected workflow, then review the published TechSee source that informed it.

Salesforce

Sophie for Salesforce

See how TechSee positions visual service inside Salesforce workflows, with system boundaries and deployment questions made explicit.

Explore the connected workflow Published TechSee sourceReview the original Salesforce integration page

Source checked September 4, 2026. Confirm current Salesforce products, objects, and badge use for the deployment.

Published source directory

Explore TechSee’s documented ecosystem relationships.

Each card opens a TechSee-authored source that can inform discovery. Publication does not promise current availability, certification, implementation scope, or configuration; confirm deployment fit with TechSee.

CRM and service workflow