iDialogue Pricing

iDialogue is licensed per org based on usage. Usage is defined as either an AI Agent chat message or a skill that gets invoked by an Agent, User or Flow. Subscriptions are pre-paid annually or month-to-month. Discounts are applied to pre-paid annual subscriptions. Add-on credits can be purchased at any time to increase usage limits.

Some add-on accelerator packages may be licensed per user or per org.

iDialogue makes extensive use of Flow Builder for all content automation and generative AI features.

Any Salesforce Edition that supports 25+ Flows is supported. Enterprise, Unlimited, Performance.

An email notification is sent to Admins when any usage-based feature is within 80% of limits. iDialogue will continue to render content beyond 100% but users may experience warning messages.

Once usage exceeds a limit for 2 or more consecutive days, orgs must upgrade to the next tier, or purchase add-on credits.

Yes. iDialogue can be installed/used in sandboxes. Use the "Quick Start" tab to establish API connections in sandboxes. Sandbox installations consume usage-based features from the same common pool of allocated resources in the license.

The unique IDs generated for production iDialogue objects may conflict with records in refreshed sandboxes. Consult with your Account Manager or support@idialogue.app for best practices on serializing and exporting package custom metadata across orgs.

Yes. Security is managed and enforced at multiple levels.

By default, iDialogue utilizes the features of the Quick Start API connected user. There are steps and guidelines to create an API user that is specifically configured for generative AI and content creation features.

Emails and Document Rooms
iDialogue Rooms are more secure than sending documents via email. Each invitation to a room includes a unique, secure link that is intended for a unique Lead or Contact email recipient. 2-factor authentication can be enabled on rooms.

AI Assistants
iDialogue AI Assistants utilize enterprise-grade features from OpenAI and AWS that do not use data for training. This is vastly safer and more secure than consumer-facing chat services.

AI Assistants are designed to operate in high-compliance, secure, enterprise environments; such as SOX for Financial Services or HIPAA compliant Medical and Healthcare AI solutions.

Data submitted is not used for model training or other service improvements.

Chat transcripts may be retained for compliance purposes. Users cannot delete chat dialogues. Recording of dialogue transcripts may be disabled.

Hosting Infrastructure
iDialogue is hosted on the same architecture as Salesforce GovCloud+, which is a hybrid of Amazon Web Services (AWS) and Salesforce. The same ISO and SOC-2 compliance certificates apply at the physical security, networking, and logical app hosting levels.

iDialogue submits periodic security reviews to various platforms and vendors (Salesforce, Checkmarx, Github dependencies, NPM alerts, OpenAI)

We've simplified our AI usage model from tokens to more intuitive Chat Message and Skill Invocation Credits:

Chat Message Credits are consumed when users interact with AI Assistants. Each back-and-forth exchange (user question and AI response) typically uses 1 credit, though complex or lengthy conversations may use more.

Skill Invocation Credits are used when AI skills are triggered through automation or Flow Actions. Skills like document analysis, summarization, translation, and sentiment analysis will consume credits based on complexity.

Credits are pooled across your organization and reset monthly. Usage dashboards in the admin panel help you track consumption and predict future needs.

Note: Credits assume use of a Prime GPT model. Use of smaller Nano or Mini models may increase the number of credits allocated. Similarly, use of complex reasoning models may consume credits at a higher rate.

AI Knowledge Bases are collections of your organization's proprietary content that AI Assistants and Agents can reference when generating responses. This ensures that AI outputs are grounded in your specific information, policies, and expertise.

Each Knowledge Base can include:

• Documents and files (PDFs, Word docs, spreadsheets)
• Web pages and URLs
• Salesforce record data
• Custom content and guidelines

Knowledge Bases use vector embeddings technology to understand the semantic meaning of your content, allowing AI to find and reference relevant information even when queries don't use exact matching keywords.

AI Agents are AI Assistant chatbots on page layouts or automated processes that run in the background to perform specific tasks using artificial intelligence.

• Analyze new records and generate summaries, classifications, or next steps
• Monitor data changes and trigger appropriate AI-powered responses
• Proactively send notifications or updates to users and customers
• Process document uploads with AI analysis and feedback
• Maintain knowledge bases by identifying and filling information gaps

Agents can be configured with specific permissions, schedules, and access to Knowledge Bases to ensure they operate within appropriate boundaries while maximizing automation potential.

Yes. A 30-day free trial is available for new customers. The trial includes access to all features and functionality, including AI Assistants, document generation, eSignatures, and more.

Yes. For annual subscriptions, a window of onboarding days is included (anywhere from 7 to 30 days). A Customer Success Manager is assigned during onboarding to assist with installation, configuration, setting up document templates, eSignatures, rooms, Stripe integration, web forms, or any other iDialogue related support.

iDialogue is a boutique Generative AI design and development shop. See our Professional Services offerings.