Platform Architecture
iDialogue includes a runtime layer for document assistants, Salesforce record actions, approved skills, and workflow execution. This page is architecture context for teams evaluating how document workflows run; it is not the primary product story.
Runtime architecture
How runtime coordinates document workflow execution, Salesforce context, and governance controls.
Capability diagram for production document workflow operations.
Core capabilities
- Run document assistants and workflow actions from Salesforce records.
- Keep generated drafts grounded in approved context, templates, and knowledge.
- Support real-time guided steps and background work for larger document batches.
- Control run lifecycle, permissions, and execution boundaries.
Typical outcomes
- More predictable document workflow execution across users and teams.
- A cleaner path from Salesforce record action to draft, review, and sharing.
- Governance controls that scale with document volume and workflow complexity.
Operational model
- Document assistants are configured with reusable instructions, skills, templates, and permissions.
- Runtime policies enforce who can generate, review, share, or write back workflow output.
- Session and token controls support secure internal and customer-facing document experiences.