01
Account research at the click of a button
Generate a brief on any Account using public web + internal call notes — appears as a Lightning component on the record page.
What we build inside Salesforce
- Custom Einstein prompt templates wired to your data model
- Lightning components that call your own LLM endpoints
- Apex actions invoked from Flow / Agent builder
- AI-generated next-step suggestions on Opportunity records
- Retrieval over your knowledge base for case deflection
Common patterns
02
Proactive renewal risk scoring
Daily LLM-powered scoring of renewal accounts, with the reasoning shown to the CSM in plain English.
03
Smart case routing + draft response
Tag, route, and draft replies for incoming Cases using your knowledge articles as the retrieval source.
Notes
- We work inside your existing Salesforce org — no separate platform to buy.
- All AI calls can be routed through your tenant of OpenAI / Anthropic / Bedrock for compliance.
Other integrations
CRM
HubSpot
AI inside HubSpot that grows with your funnel.
Comms
Slack
Custom Slack AI agents that know your business.
Knowledge
Notion
Notion as the source of truth — for humans and agents.
Automation
Zapier
Smart Zaps without leaving Zapier.
Productivity
Google Workspace
AI add-ons across Docs, Sheets, Gmail, and Calendar.
Productivity
Microsoft 365
Custom Copilot — without paying per-seat for Copilot.
Ready when you are