Give Salesforce users a practical AI assistant for summaries, questions, insights and follow-up actions directly inside the CRM.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Summarize Leads, Accounts, Opportunities, Cases or custom objects with highlights, risks, missing data and suggested actions.
Ask questions about Salesforce data in plain English and get useful answers without leaving the record page.
Turn messy CRM data into concrete follow-up tasks, qualification questions and manager-ready summaries.
Use record fields and related child records to create answers specific to each customer or opportunity.
Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.
Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.
Choose the provider that fits your security, compliance and cost requirements.
Use standard and custom Salesforce objects, fields and child records depending on your use case.
It is a Salesforce-native AI assistant that can use approved Salesforce context and connect with OpenAI, Claude or Azure OpenAI.
Yes. Admins configure which Salesforce objects, fields and child records are available for AI analysis.