OpenAI, Claude & Azure AIAdmin-controlled setupNo context switching
▶ Live demo
Ask Salesforce like ChatGPT
Type any question about your CRM data and get an instant AI answer — without leaving Salesforce.
⛶ Click to expand
Use cases
What your Salesforce team can do on day one
Practical AI actions for record analysis, follow-ups, service workflows, operations and CRM data insights — without switching tools.
Summarize any record
Get key facts, risks, missing data, fit signals, and suggested actions from Leads, Accounts, Opportunities, or custom objects.
Draft better emails
Generate personalized outreach and follow-ups using real Salesforce context, then edit and send from the CRM.
Prioritize work
Use AI scoring and record analysis to focus teams on the records most likely to move, need attention, or require follow-up.
Create next steps
Turn messy CRM data into concrete follow-up tasks, qualification questions, and manager-ready summaries.
Native Salesforce packageNo-code admin setupWorks with OpenAI, Claude and Azure AIAppExchange listing in progress
Features
Everything your Salesforce team needs
AI Engine works directly inside Salesforce — no external tools, no copy-pasting, no context switching.
NEW v1.10
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AI Lead & Opportunity and Lead Scoring
Every Lead and Opportunity gets an AI score from 0-100 — based on your historical won/lost patterns, data completeness, recency and custom field weights. Replaces Einstein Lead Scoring at a fraction of the cost.
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AI Salesforce Assistant Chat
Ask questions about your Salesforce data in natural language. "How many leads did I close this month?" — get instant answers with SOQL under the hood.
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Record Summary
One click to get a full AI-powered analysis of any Lead, Account, Opportunity or custom object — highlights, risks, fit signals and missing info.
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Email Drafting
Generate professional outreach emails tailored to the specific record context. Edit and send directly from Salesforce with built-in email composer.
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Next Steps Generator
AI proposes 5–8 concrete, prioritized action items based on the record data. Convert them to Salesforce Tasks with one click.
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Web Intelligence
Instantly research any company or contact from within Salesforce. Get fresh news, LinkedIn signals, and company insights without leaving your CRM.
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Custom Prompt Templates
Build your own AI actions tailored to your sales process. Visit report summaries, qualification scoring, competitor analysis — anything you need.
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License & Access Control
Granular user management with Salesforce Permission Sets. Trial mode, seat-based licensing, and easy admin controls built in.
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🔌
Multi-Provider Support
Switch between OpenAI and Claude. Configure your own API keys — you control costs and provider choice.
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Utility Bar Integration
AI Engine lives in the Salesforce Utility Bar — always accessible, context-aware, and available on any record page without navigation.
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Activity Monitor
Admin dashboard showing who uses AI, how often, how many tokens, and estimated cost — per user, per feature, per day. Full visibility over AI adoption and spend.
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How it works
Up and running in minutes
No developers needed. No complex setup. Just install and configure.
1
Install Package
Install AI Engine using the package installation link. One click, no code required.
2
Connect AI Provider
Add your OpenAI or Claude API key via Salesforce Named Credentials. Fully secure.
3
Assign Permissions
Use built-in Permission Sets to assign AI Engine access to your users in seconds.
4
Configure & Customize
Set up your company profile, AI objects, and prompt templates in the Admin Panel.
5
Start Selling Smarter
Your team starts using AI on every record — insights, emails, tasks, and more.
Live Demo
See AI Engine in action
Watch how AI Engine works — from record analysis and email drafting to pipeline insights, prompt templates, and admin-controlled AI settings.
01
Record Analysis & AI Summary
See how AI Engine analyzes any Salesforce record — generating highlights, risks, fit signals, and next steps in one click.
02
AI Assistant Chat & Email Drafting
Ask questions about your CRM data in natural language and draft outreach emails — directly from the Salesforce Utility Bar.
03
Object & Field Configuration
Control which Salesforce objects and fields AI Engine can use. Admins choose the approved CRM data for AI analysis, and users get helpful insights directly from the record page.
04
Pipeline Prioritization & Export
Use AI Engine to identify the most important opportunities in your Salesforce pipeline. Prioritize deals by value, stage, close date, and missing next steps, then quickly decide where your team should focus. Export the results to CSV or Excel for reporting, pipeline reviews, and follow-up actions.
05
Reusable AI Prompt Templates
Create reusable AI prompt templates that become ready-made actions for Salesforce users. Admins define approved prompts, Salesforce context, and structured output rules, while users get clean, visual AI analysis directly from the record page.
06
AI Settings & Company Playbook
Configure the AI provider, model, secure Named Credential, response behavior, company playbook, email guidelines, qualification rules, and compliance guardrails — all from one Salesforce admin panel.
Salesforce AI solutions
Explore AI Engine by use case
Short overview on the homepage, deeper product details on dedicated pages for Salesforce AI search visibility and a cleaner mobile experience.
AI Engine is designed for Salesforce admins and business teams that need clear rules around data access, permissions, AI providers and logging.
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Salesforce security respected
Users only see records and fields they can already access in Salesforce. Sharing rules, role hierarchy and Field Level Security still apply.
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Admin-controlled AI context
Admins decide which objects and fields AI Engine can use. PII is off by default and can only be enabled intentionally by an admin.
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Secure provider connections
OpenAI, Claude and Azure AI connections use Salesforce Named Credentials. API keys are stored securely by Salesforce and are not exposed in code.
Security and legal documents available: review exactly what the agent can do, what data may leave Salesforce, what is logged, what the agent will never do, and the product Terms of Service.
Flexible per-user pricing with volume discounts. The more Salesforce users you add, the lower the price per user. All plans include full feature access.
💳Volume pricing — lower price per user as your team grows
Starter
1–10 Salesforce users
Monthly$29/user
Annual termCustom quote
Best forSmall teams
Most Popular
Team
11–25 Salesforce users
Monthly$26/user
Annual termCustom quote
Best forGrowing Salesforce teams
Growth
26–50 Salesforce users
Monthly$23/user
Annual termCustom quote
Best forRevOps teams
Enterprise
51+ Salesforce users
Volume pricingCustom
TermMonthly / yearly / custom
Best forLarger rollouts
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Support included in every plan
Every subscription includes dedicated support for the full duration of your contract — email, chat, and onboarding assistance. No extra fees, no tiers.
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Email support
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Chat support
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Onboarding
* Pricing is per Salesforce user, with volume discounts as your team grows. AI API costs (OpenAI/Claude) are separate and billed directly by the provider. All plans include full feature access, support, and onboarding assistance.
Need a different setup? We can prepare a custom quote for any number of Salesforce users and any contract length — monthly, yearly, or custom term. Contact us.
🎁 5-Day Free Trial — No commitment required
Try AI Engine — completely free
Install in 1 click. Full access for 5 days. No credit card, no contract, no obligation.
