An AI agent for Salesforce.
Your agent keeps Salesforce clean, drafts the outreach, runs the forecast, and handles the reports — so your reps focus on the conversations that close.
Salesforce rewards the teams that keep it pristine. Your agent keeps it pristine — continuously — without adding to the rep's todo list.
Keep records current
Reads email, meetings, and call transcripts; writes activity and updates stages automatically.
Draft personalized outreach
For any account/opportunity, drafts first-touch and follow-up in your voice with fresh research.
Run forecast roll-ups
Weekly forecast by rep, by segment, by product. Confidence intervals and flagged at-risk deals.
Build custom reports
Ask anything; the agent runs SOQL, formats the result, delivers via Slack/email.
Dedupe + enrich
Deduplicates leads, enriches missing fields, keeps the CRM single-source-of-truth.
Every Friday morning, forecast with deal-level notes and reactivation recommendations.
Deals stuck in a stage > N days hit a Slack channel with recommended next step.
Before any meeting, a brief lands in the rep's inbox with account news, buying signals, and angles.
Connect via Salesforce OAuth. Respects profile-level permissions. Enterprise supports named credentials and custom endpoints. Bulk API used for high-volume ops.
Things teams ask before connecting Salesforce.
Salesforce agents are common across these roles. Each gets a tailored loop.
Your Salesforce agent, running in the background.
Connect Salesforce in one click. First workflow running in under an hour.