---
template: "marketing.peb"
title: "Product - Platform & Architecture"
displayName: "Platform & Architecture"
description: "See how Salesforce records and Files connect to selected AI and processing services through configured iDialogue agents, skills, tools, and workflows."
category: "product"
contentType: "overview"
audience: "end-user"
tags: "product,platform,architecture,frontier,agentic-layer,documents,idp,salesforce"
section: "product"
seoTitle: "iDialogue Platform and Architecture"
seoDescription: "Review the minimal architecture behind Salesforce document generation, intelligent document processing, agents, skills, workflows, and governance."
---

## Platform & Architecture

iDialogue connects Salesforce records and Files to selected AI and processing services through an agentic layer
of configured agents, skills, tools, workflows, and governance.

The architecture exists to produce two practical outcomes: generate Documents and Experiences, or understand
files through Image OCR, File Extraction, Contract Summaries, and Document Q&A.

## Minimal architecture

![iDialogue platform architecture for generative AI and intelligent document processing](/assets/img/svg/idialogue_platform_two.svg)

*This illustration shows a common OpenAI-enabled path. Salesforce records and Files provide selected business
context. The iDialogue Agentic Layer applies configured skills, tools, workflows, and review before producing
Generative AI or IDP outcomes. Other providers can participate when a Connection and workflow enable them.*

## Architecture layers

### Salesforce Records + Files
Account, contact, opportunity, quote, product, custom-object, and ContentVersion context stays connected to the
business process that owns the work.

### Selected AI and processing services
Configured providers can supply reasoning, image, file-understanding, communication, research, or other
capabilities appropriate to the agent and task. A service listed in the Connections catalog is not necessarily
configured or used for a particular customer.

### iDialogue Agentic Layer
Agents combine instructions, skills, tools, workflows, permissions, lifecycle controls, and human-review points.

### Generative AI
Documents and Experiences turn Salesforce context into approved business content and customer-facing outcomes.

### Intelligent Document Processing
Image OCR, File Extraction, Contract Summaries, and Document Q&A turn existing content into usable context and
configured actions.

## Operational model

- Real-time guided work and background file/document processing use the appropriate execution path.
- The configured Salesforce or external-service identity, input context, active skills, enabled tools, and
  workflow settings jointly bound what an agent can read or change.
- Templates, source context, review, and workflow rules keep outputs aligned with the intended business process.
- The architecture complements Salesforce, CPQ, Revenue Cloud, and other systems of record rather than replacing
  their pricing, billing, tax, ERP, order, invoicing, or revenue-recognition responsibilities.

## Related capabilities

- [Document Generation](/product/document-content-processing.html)
- [Intelligent Document Processing](/product/intelligent-document-processing.html)
- [Experiences & Document Rooms](/product/customer-experience.html)
- [Content Governance](/product/security-governance.html)
- [Trust Center](/trust/index.html)
- [Security & Data Handling](/trust/security-data-handling.html)
- [AI & Agent Governance](/trust/ai-agent-governance.html)