All plan features

Essentials Professional Scale Growth
Content Generation and Delivery
Generative AI
Customer Experience (CX)
Usage-Based Limits (Per 24 Hours) Essentials Professional Scale Growth
10 100 750 2,000
10 100 500 2,000
5 75 500 2,000
50K words 250K 1M 3M
Support Essentials Professional Scale Growth
7 15 30 Varies
$ $ $
$ - Available as an add-on. Contact us for more details.

Frequently Asked Questions

iDialogue is licensed per org and pre-paid annually or month-to-month. ~20% discounts are applied to pre-paid annual subscriptions.

Each tier supports up to a maximum number of users with all features included. There are daily limits on some usage-based features. Those limits increase with each tier.

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.

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 arrange for a custom quote that is optimized for a particular content feature (such as AI Assistant only, doc gen only, etc...)

Usage-based counters against limits are reset to 0 every 24 hours.

Yes. iDialogue can be installed/used in sandboxes. Use the "Quick Start" tab to establish API connections in sandboxes. Sandbox installations default to Essentials Edition capabilities and usage-based resources.

The unique IDs generated for production iDialogue objects may conflict with records in refreshed sandboxes. Consult with your Account Manager or 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 Assistant are designed to operate in high-compliance, secure, enterprise environments; such as SOX for Financial Services or HIPAA compliant Medical and Healthcare AI solutions.

iDialogue utilizes a combination of AWS Textract and Comprehend, and OpenAI chat, embeddings, and completion APIs with enterprise security features.

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

Chat conversions may be retained for compliance purposes. Users cannot delete chat dialogues.

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)

iDialogue implements the OpenAI definition for tokens and words when generating AI-assisted content.

Tokens can be thought of as pieces of words. Before the API processes the prompts, the input is broken down into tokens. These tokens are not cut up exactly where the words start or end - tokens can include trailing spaces and even sub-words. Here are some helpful rules of thumb for understanding tokens in terms of lengths:

  • 1 token ~= 4 chars in English
  • 1 token ~= ¾ words
  • 100 tokens ~= 75 words
  • 1-2 sentence ~= 30 tokens
  • 1 paragraph ~= 100 tokens
  • 1,500 words ~= 2048 tokens

AI Assistants utilizing the "Complex" AI model (Davinci) accrue at 2x the token rate. Use complex model AI Assistants carefully, as every 1,000 tokens counts as 2,000 against the daily limit.

When adding the AI Assistant lightning component to any page layout without a defined AI Assistant for the SObject, the model defaults to "Complex" with a seed prompt containing all SObject fields.

Yes. For annual subscriptions, a window of onboarding days are 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.

For Scale and Growth editions, an Account Manager is assigned for ongoing check-ins and org reviews.

The iDialogue knowledge base, YouTube videos, HOWTO Articles, and document templates are available.

Email support is available at Please include your Org Name and ID (if applicable).

Live video and shared desktop meetings via Zoom are available, if questions cannot be answered via email.

There are over 1,000 implementation partners on the AppExchange. We can work directly with any partner to design, implement, and support custom content solutions. We can train implementation partners to provide first-tier support.

For Scale and Growth subscribers we offer support via a private Slack connect channel. Additional template design, training, and support can be purchased in packages.