Salesforce · CRM & sales
AI that works across Salesforce and the rest of your business.
Connect AI to Salesforce so reps stop doing data entry, managers get pipeline answers in plain language, and service teams triage cases faster, with your permissions and sharing rules intact.
The problem we hear most
Salesforce holds your pipeline, but reps still spend hours logging activity, chasing context across email and documents, and rebuilding the same reports every week.
Covers
- Sales Cloud
- Service Cloud
- Experience Cloud
Where AI takes work off your team's plate
Activity capture and CRM hygiene
Logs calls, emails and meetings to the right records and fills required fields from the conversation itself.
Removes: Data entry after every call
Pre-meeting briefings
A one-page brief before each meeting, pulled from Salesforce, email history, open cases and invoices.
Removes: Ten tabs of research before a call
Pipeline risk alerts
Flags deals with no recent activity, slipping close dates or unanswered emails, and posts them where your team works.
Removes: Weekly pipeline spreadsheets
Case triage for Service Cloud
Classifies new cases, suggests answers from your knowledge base and routes them to the right queue.
Removes: First-touch triage on every case
Renewal and follow-up drafts
Drafts renewal quotes and follow-up emails from contract dates and account history, for a rep to approve.
Removes: Hunting for renewal dates and context
Something more specific in mind?
Most projects start with one painful workflow. Describe yours in the scope and get a tailored brief.
Start a free scope
Ask in plain language
Questions your team could ask about Salesforce.
From Slack, Teams, a web app or a voice line. Answers come from your live data, and anything that changes a record waits for approval.
- “Which opportunities over $50k have had no activity in 14 days?”
- “Summarize everything that happened with Acme this quarter.”
- “Draft follow-ups for every demo we ran last week.”
- “Which open cases are at risk of missing their SLA today?”
How it connects to Salesforce
- Salesforce REST, Bulk and Streaming APIs through a connected app with OAuth.
- Every request runs as the user, so profiles, permission sets and sharing rules still apply.
- Updates, tasks and emails are written back only through approved actions, and every action is logged.
Already using Agentforce and Einstein?
Salesforce's own AI is strongest on data that already lives in Salesforce. A connected assistant also sees your inbox, file shares, accounting and support tools, and works alongside Agentforce rather than replacing it.
Often connected with Salesforce
Ready to put AI to work in Salesforce?
Scope it free in about three minutes and get a brief with the developer type, likely stack and a realistic first milestone.