iDialogue runs AI agents directly inside Salesforce to automate operational work across your CRM.
Agents generate quotes, process documents, troubleshoot cases, build campaigns, and audit data — turning CRM records into actions and outcomes.
Deploy production-ready agents in minutes. No AI pilots. No custom infrastructure.
What agents do
Revenue Intelligence
Generate quotes, proposals, and product recommendations directly from Salesforce opportunities.
Document Intelligence
Transform PDFs, forms, and inbound documents into structured Salesforce data.
Service Intelligence
Diagnose support cases, recommend next steps, and draft responses using CRM history and knowledge.
Marketing Intelligence
Automate outreach, follow-ups, and campaign segmentation based on CRM signals.
Data & Compliance Intelligence
Audit CRM data, monitor metadata changes, and generate compliance reports.
Agents operate in real time or in the background, completing CRM jobs and producing structured outputs such as reports, documents, updates, and insights.
Why iDialogue
- Deploy in minutes instead of running months-long AI consulting projects.
- Production-ready agents replace experimental AI pilots.
- Simple usage pricing with a credit-based model and free tier.
- Salesforce-native automation grounded in CRM data and governance.
Explore the platform
- Agent Gallery — discover pre-built agents and implementation patterns.
- Product — quoting, document, service, marketing, and data/compliance intelligence, with platform foundations.
- Solutions — blueprints for sales, service, marketing, and industry use cases.
- Pricing — usage-based plans designed for product-led adoption.
- Resources — articles, academy, patterns, support, and releases.
Next step
Start by exploring the agents already running inside Salesforce.
Install the iDialogue Salesforce package to begin.