Our Salesforce Agent connects securely to your Salesforce instance and gives your team an intelligent, conversational way to get work done—faster, clearer, and with less frustration.
Whether you're in sales, service, or marketing, our Salesforce Agent helps you spend less time searching and more time acting. From instant pipeline updates to account summaries and campaign insights, it gives your team the answers they need—fast, accurate, and always in context.
Give your team the power to move at the speed of thought.
Ask follow-up questions naturally—no need to repeat or rephrase.
The agent keeps the context of your conversation, so it understands what you're really trying to achieve and adjusts accordingly.
Great for complex workflows like reviewing account health, summarizing opportunities, or digging into service issues.
When your request is vague or ambiguous, the agent doesn't guess—it asks for clarification.
Example: If you ask for "John Doe's opportunities," it will clarify whether he's a sales rep, an account contact, or something else.
This avoids incorrect results and builds trust in the system.
Summarize accounts, campaigns, cases, or opportunities with a single prompt.
The agent pulls relevant data from multiple areas (sales, service, marketing, interactions) and builds a clear, concise narrative.
Example: Ask "What's the health of the Acme account?" and get a synthesized summary with deal progress, support cases, and engagement history—all in context.
Can't remember an exact name? Use hotkeys to search Salesforce by partial names or approximate terms—then inject that data into your prompt instantly.
No more switching tabs or scanning reports—just type, search, and continue the flow.
Trying to remember exactly what you asked last time? The agent remembers your previous questions and makes recommendations while you type.
Ask open-ended or exploratory questions like "Why is this deal stuck?" or "What's happening with this account?"
The agent investigates patterns across data points (stalled stages, recent support issues, lack of engagement) and gives informed responses.
Helps reps and managers spot risks, gaps, and next steps—without needing to run complex reports.
Tracks every question asked and feedback given to improve accuracy and usefulness over time.
Recognizes similar past questions from other users and uses those to inform better answers.
Learns what matters most to your team—whether that's sales momentum, service quality, or marketing ROI.