iDialogue — Partner Application Description (PAD)

iDialogue — Partner Application Description (PAD)

For Salesforce ISVForce Program Compliance Submitted as part of the AppExchange Package Documentation

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1. Overview of the Partner Application

The iDialogue Salesforce Application (the “Partner Application”) is a lightweight, metadata-driven Salesforce managed package that provides: • UI components • Flows, Lightning pages, and configuration tools • Basic agent triggers and single-turn model execution • Limited document tools • One small “Agent Knowledge Store” • Limited background agent capabilities • Basic integration with the external iDialogue Platform

The Partner Application is fully functional in its baseline configuration and does not require the purchase of additional credits, platform services, or external subscriptions.

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2. Functional Scope of the Partner Application (Baseline Features)

The Partner Application includes the following baseline, low-cost, in-Salesforce features:

2.1 Agent Execution (Baseline Mode) • Single-turn agent execution • Nano-tier OpenAI model • Limited input and output token budget • 1 request per minute when in baseline • No multi-turn workflows • No extended reasoning • No advanced tools

2.2 Background Agent (Baseline) • Limited to 1 background execution per minute • ≤ 1,000 input tokens • Nano model • No chain-of-thought or multi-step execution

2.3 Document Tools (Baseline) • 1-page OCR • 1-page HTML→PDF conversion • Small text extraction tasks

2.4 Agent Knowledge Store (Baseline) • One small embedded knowledge store for lightweight retrieval • Suitable for short reference material or small content blocks • No large or multi-file knowledge bases

2.5 Salesforce Integration • Lightning Web Components (LWCs) • Salesforce Flows and invocable agent actions • Apex controllers • Record context injection • Admin configuration UI

2.6 Core Value

The Partner Application provides in-Salesforce agent assistance and basic document processing based solely on the functionality above. These features remain usable at all times, even when credits are exhausted.

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3. Platform Services (External, Non-PNR Component)

The Partner Application integrates with, but does not include, iDialogue Platform Services, which run outside Salesforce on AWS/OpenAI infrastructure.

Platform Services are not part of the Partner Application and include:

3.1 High-Compute AI Agents • Multi-turn agent workflows • Long-context models • Reasoning models • High concurrency • Batch or bulk agent operations

3.2 Document Processing (Enhanced) • Multi-page OCR • Multi-file ingestion • Document extraction pipelines • Large HTML→PDF renders • Document templates • Contract processing

3.3 Knowledge & Search • Vector indexing • RAG search • Multi-file knowledge stores • High-volume embeddings and retrieval

3.4 Background Automation • Continuous metadata or org scans • High-volume record updates • Batch operations • Scheduled agent-driven workflows

3.5 Storage & Data Services • Large-scale file storage • Long-term data retention • High-volume logs • Long-context memory

3.6 Compute Credits

The Platform Services use a credit-based consumption model. Credits are part of the SaaS Platform Services and not part of the Partner Application price.

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4. Required Functionality & Completeness Statement

Salesforce requires Partner Applications to be functional without requiring external purchases. iDialogue confirms:

4.1 Completeness

The baseline Partner Application: • Installs cleanly • Executes agents at baseline level • Performs simple background agent tasks • Processes small documents (≤1 page) • Allows access to a small knowledge store • Provides meaningful value without Platform Services • Operates fully in Baseline Mode even with zero credits

4.2 No Paywall

No customer is required to purchase Credits, Platform Services, or external add-ons to use the Partner Application as described.

4.3 Optional Enhancements

Platform Services are optional enhancements that extend core functionality but are not required for Partner Application operation.

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5. Pricing Structure

5.1 Unified Customer Price

Customers pay a single subscription price per tier. Pricing encompasses both: • Access to the Partner Application; and • A pool of Platform Credits.

5.2 Internal Allocation

iDialogue internally allocates subscription revenue between: • Partner Application (for PNR purposes), and • Platform Services (external compute, storage, and processing)

This allocation is internal and does not affect customer usage rights.

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6. Technical Architecture • The Partner Application uses Salesforce storage, Flows, Apex, and LWCs. • All high-compute workloads run externally on iDialogue’s Platform. • The Partner Application communicates with Platform Services via encrypted API calls. • The Partner Application has no external dependencies for baseline operation.

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7. Security & Data Handling • Customer data stored in Salesforce remains governed by Salesforce policies. • Platform Services process data separately on AWS/OpenAI infrastructure. • Data retention policies for Platform Services follow iDialogue’s T&Cs.

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8. Support & Maintenance

Basic support is included in subscription fees. Platform Services support may vary based on tier and credits.

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9. Compliance with Salesforce ISVForce Requirements

This Partner Application Description is designed to: • Clearly separate Salesforce-managed functionality vs external Platform functionality • Define the Partner Application’s stand-alone baseline feature set • Ensure no essential functionality is paywalled behind Platform Services • Support PNR reporting accuracy • Maintain compliance throughout security review and ongoing audits