Product Overview
iDialogue provides a Salesforce-native AI operating system designed for fast implementation, governed automation, and production scale.
The Product experience is organized around core capabilities that teams can build, configure, connect, govern, automate, retrieve, generate, and monitor across Salesforce operations.
Agents are composed using 1 or many skills. These skills include reading and writing files, querying and updating Salesforce records, sending emails and SMS messages, searching the web and knowledge bases, geocoding addresses and more. Agents can even dynamically generate and run code to perform custom actions and complex logic.
Agents use these skills to perform tasks, execute workflows, and automate processes across sales, service, marketing, operations, and more. The platform provides a unified interface for building agents that can interact with Salesforce data, external APIs, and user inputs to drive intelligent automation at scale.
Agents generate artifacts, such as PDF quotes, compliance analysis, plans, records, emails, campaign segments.
Platform at a glance
One platform. Nine core capabilities. Built for production Salesforce operations.
A visual summary of how runtime, content, retrieval, orchestration, memory, context, security, and observability work together in one operating model.
Product capabilities
- AI Agent Runtime
- Document & Content Processing
- Knowledge and Retrieval
- Customer Experience
- Orchestration and Workflows
- AI Memory
- Data Context Builder
- Security and Governance
- Analytics and Observability
Related pages
Install the iDialogue Salesforce package to begin.