---
template: "home.peb"
title: "Generate documents. Understand files."
seoTitle: "AI for Salesforce Documents and Files | iDialogue"
seoDescription: "Generate customer-ready Salesforce documents or use intelligent document processing to read, summarize, and extract data from files and images."
displayName: "Home"
description: "Generate documents from Salesforce data and understand files with OCR, extraction, summaries, and document Q&A."
category: "website"
contentType: "overview"
audience: "end-user"
tags: "home,salesforce,document-generation,intelligent-document-processing,idp,ocr,file-analysis"
section: "home"
showGetStartedCta: true
getStartedCtaNote: "Install the iDialogue Salesforce package to begin."
---

iDialogue brings document generation, file intelligence, and customer dialogue into Salesforce. Create customer-ready documents from CRM context, understand the files already attached to records, and move approved work into review, eSignature, or a secure customer Experience.

<section class="capability-split" aria-label="Generate documents or understand files">
  <article class="capability-split__card capability-split__card--generate">
    <span class="capability-split__eyebrow">Generative AI</span>
    <h2>Generate documents</h2>
    <p>Turn Salesforce data and approved templates into review-ready business documents, then share approved work through eSignature or an iDialogue Experience.</p>
    <ul>
      <li>Proposals, quote explainers, agreements, and handoff documents</li>
      <li>Human review, eSignatures, and reusable workflows</li>
      <li>Experiences and Document Rooms for customer sharing</li>
    </ul>
    <a href="/product/document-content-processing.html">Explore Document Generation</a>
  </article>
  <article class="capability-split__card capability-split__card--understand">
    <span class="capability-split__eyebrow">Intelligent Document Processing</span>
    <h2>Understand files</h2>
    <p>Use Intelligent Document Processing (IDP) to read, summarize, question, and extract useful data from Salesforce Files.</p>
    <ul>
      <li>Image OCR for business cards, receipts, scans, and photographs</li>
      <li>File extraction, contract summaries, and Document Q&amp;A</li>
      <li>Configured file-to-record workflows with human review</li>
    </ul>
    <a href="/product/intelligent-document-processing.html">Explore Intelligent Document Processing</a>
  </article>
</section>

![iDialogue document workflow overview](/assets/img/idialogue-home-cover-image.png)

<div class="social-proof" aria-labelledby="social-proof-title" style="--social-proof-duration: 78s">
  <div class="social-proof__header">
    <p class="social-proof__eyebrow">Experience across industries</p>
    <h2 class="social-proof__title" id="social-proof-title">Organizations we've worked with</h2>
    <p class="social-proof__lede">Selected organizations where our team and technology have supported their dialogue-driven Salesforce workflows.</p>
  </div>
  <div class="social-proof__rail" aria-label="Organization logo review">
    <div class="social-proof__track" aria-hidden="true">
      <img class="social-proof__strip" src="/assets/img/index/general-logo-strip.svg" alt="" />
      <img class="social-proof__strip social-proof__strip--duplicate" src="/assets/img/index/general-logo-strip.svg" alt="" />
    </div>
    <ul class="social-proof__names">
      <li>ESPN</li><li>HP</li><li>Time Warner Cable</li><li>Zonar</li><li>Aviate</li>
      <li>Jet RVSM Services</li><li>Logalytics</li>
      <li>eHormones MD</li><li>PacketFabric</li><li>Prudent Investors</li><li>Planar</li><li>Cubic Compass</li>
      <li>Document My Org</li><li>Counted</li><li>SOL REPUBLIC</li><li>iGrafx</li><li>BRAGA Group</li>
      <li>PABCO Gypsum</li><li>Permacast Walls</li><li>Addigy</li>
    </ul>
  </div>
</div>

<div class="social-proof" aria-labelledby="nonprofit-social-proof-title" style="--social-proof-duration: 52s">
  <div class="social-proof__header">
    <p class="social-proof__eyebrow">Nonprofit and community impact</p>
<h2 class="social-proof__title" id="nonprofit-social-proof-title">Organizations we've worked with</h2>
<p class="social-proof__lede">Selected nonprofit and community organizations we've supported through technology, services, and donor relationship management initiatives using Salesforce NPSP. <a href="/npsp.html">Explore iDialogue for nonprofits.</a></p>
  </div>
  <div class="social-proof__rail" aria-label="Nonprofit organization logo review">
    <div class="social-proof__track" aria-hidden="true">
      <img class="social-proof__strip" src="/assets/img/index/nonprofit-logo-strip.svg" alt="" />
      <img class="social-proof__strip social-proof__strip--duplicate" src="/assets/img/index/nonprofit-logo-strip.svg" alt="" />
    </div>
    <ul class="social-proof__names">
      <li>Together for Haiti</li><li>Veterans2Work</li><li>Center for WhatWorks</li><li>Vetforce</li>
      <li>Byrd Barr Place</li><li>Feed the Need Missions</li>
      <li>Friendship Circle New Jersey</li><li>Chabad UF Jewish Student Center</li><li>Natural Womanhood</li>
      <li>A Meal With Dignity</li><li>Yaldei Shluchei HaRebbe</li><li>First Tee</li><li>Colel Chabad</li>
    </ul>
  </div>
</div>

## One workflow layer for Salesforce content

### Start with Salesforce records and files
Use account, contact, opportunity, quote, product, and related File context instead of moving business content
into a disconnected AI tool.

### Generate or understand
Choose an approved document template when creating new content. When content already exists, use OCR and semantic
file reading to prepare it for extraction, summaries, review, or Q&A.

### Apply an agentic workflow
Agents combine instructions, skills, tools, and Salesforce context to collect missing inputs, prepare outputs,
or take explicitly permitted actions.

### Review the result
Keep people in control of facts, commercial commitments, extracted values, record changes, and customer-facing
content.

### Deliver the outcome
Save or share a document, request an eSignature, publish an Experience or Document Room, collect customer input, or update the intended Salesforce record through the configured workflow.

## Why iDialogue

- Salesforce records, Files, and approved customer context stay central to the workflow.
- **Generation and file understanding work together** across proposals, agreements, contracts, receipts, resumes,
  spreadsheets, and images.
- **Approved templates and human review** keep generated and extracted content aligned with the business process.
- **Agent skills and workflows** connect file understanding to the next permitted Salesforce action.
- **Experiences, Document Rooms, and eSignatures** move approved content into customer-facing workflows.
- Security and governance are documented in the public Trust Center, with additional assurance materials available for enterprise review.
- **Usage-based pricing** scales with document generation, file processing, and the work agents perform.

## Explore iDialogue

- [Product](/product/index.html) - explore document generation, eSignatures, IDP, OCR, and Experiences.
- [Image OCR](/product/image-ocr.html) - turn image and scanned-document text into usable file context.
- [Solutions](/solutions.html) - see how iDialogue components assemble into Salesforce workflows.
- [Pricing](/pricing.html) - compare Free, Starter, Growth, Scale, and Enterprise plans.
- [Trust Center](/trust/index.html) - review security, data handling, AI governance, policies, and assurance evidence.
- [Resources](/resources/index.html) - find Academy, Agent Gallery, Support, releases, security, and architecture.

## Next step

Start with the document your team rebuilds most often or the file process that still depends on manual reading
and rekeying.

- [View pricing](/pricing.html)
- [Explore product capabilities](/product/index.html)
- [Browse solution paths](/solutions.html)