AI Assistants

AI Assistants and GPT drive content creation, delivery and execution.
3 generative AI solutions in one solution:
  • File GPT
  • Flow GPT
  • Chat GPT
File GPT
Extract text (OCR), query, summarize, parse or translate any file or document.

Chat GPT
Extend any standard or custom object page layout with a conversational AI chatbot.
Customer-facing ChatBots trained on their personal CRM records.

Flow GPT
Automate AI processes using Salesforce Flows.

Document Generation

Documents drive organizations. From Lead inquiry Marketing collateral PDFs, to Sales Quotes, Orders, Agreements, and Contracts.
Personalized
Merging CRM data with document templates ensures customers receive personalized and relevant communications. Personalized documents guarantee same-day response and conversion rates, and enable repeatable and scalable processes.
Flow Optimized
Generate documents from flows to automate any document-driven process. Choose from a library of pre-built document templates to get started. Or bring your own existing Word or PDF files and implement a digital transformation within your organization.

Document Rooms

Document rooms provide a secure, personalized, mobile-friendly space within the context of a Salesforce record for document-driven customer experiences.
  • No more email attachments
  • One-click access to all content associated with a Salesforce record
  • Audit Trail streams of all room activity
  • Optimized for Mobile and Desktop experiences
  • Multi-browser support
  • Inline AI Assistant support
  • Ability to recall rooms, unsend invites and archive rooms
  • 2-Factor Authentication support

New!

Contract Intelligence

Contract AI utilizes advanced algorithms to analyze legal documents and extract key obligations, terms, and conditions relevant to each party.

Identify and mitigate legal, compliance, and operational risks more effectively, minimizing exposure to potential liabilities. Make informed decisions based on comprehensive risk evaluations and actionable insights. Address potential risks and vulnerabilities proactively, reducing the likelihood of disputes, litigation, and financial losses.

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eSignature

Build trust with clients and customers with signature-driven workflows. Both parties in a signed agreement can rest assured they own a copy of the terms, conditions, products or prices.
  • Add a signature block to any Word or PDF document
  • Manual or automated eSignature requests
  • Recipients can sign from any mobile or desktop browser
  • Faster time to close
  • Automated signature reminders
  • Signed documents attached to records
  • Unique Signature IDs and online verification service
  • Automate fulfillment workflows based on eSignature events

Onboarding

Engage CRM contacts in 2-way dialogues by providing them the means to:
  • Fill out web forms / contact and billing information
  • Provide payment methods / credit card details
  • File upload checklists
  • Answer onboarding questions
  • Interact with GPT Chatbots
  • Submit questions and comments
iDialogue Rooms provide a range of digital experience tools.

Flow Automation

All iDialogue Content Cloud 360° features are built on a "Flow-First" architecture that makes all content features available via Flow actions.
Examples of automating processes using flow actions include:
  • Dozens of pre-built content flow actions
  • Platform events raised for all content and room actions
  • Automatically generate documents using flows
  • Auto-provision rooms and send invites via flows
  • Embed screen flows in rooms

Content Management

Embrace and extend native CRM content, libraries, and versioning for managing documents.
  • Content Libraries with role-based access controls
  • Integrated merge tag builder
  • Room builder / content management
  • GPT Prompt Management: Suggested prompts. Favorited prompts.
  • Prompt Engineering Content - Build prompts via Flows
  • Batch content generation and delivery