Site Map

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Generated: 2026-08-11T02:58:43.431968Z UTC

Primary Navigation

• Product: AI for Salesforce Documents and Files/product/index.html
  • Product - Document Generation/product/document-content-processing.html
  • Product - ESignatures/product/esignatures.html
  • Product - Intelligent Document Processing/product/intelligent-document-processing.html
  • Product - Image OCR/product/image-ocr.html
  • Product - Experiences & Document Rooms/product/customer-experience.html
  • Product - Platform & Architecture/product/ai-agent-runtime.html
• iDialogue Solutions for Salesforce Documents and Files/solutions.html
  • Sales Cloud Documents/solutions/sales/index.html
  • Expense & Receipt Processing/solutions/expense-tracking/index.html
  • AI for RevOps/solutions/ai-revops/index.html
  • CPQ & Quote Documents/solutions/cpq/index.html
  • Revenue Cloud Documents/solutions/revenue-cloud/index.html
  • Customer Onboarding/solutions/customer-onboarding/index.html
  • Resume Intake & Review/solutions/hr-resume-management/index.html
• Pricing and Plans/pricing.html
• Trust Center/trust/index.html
  • Security & Data Handling/trust/security-data-handling.html
  • AI & Agent Governance/trust/ai-agent-governance.html
  • Compliance & Policies/trust/compliance/index.html
• Resources/resources/index.html
  • iDialogue Academy/academy/index.html
  • Agent Gallery/agent-gallery/index.html
  • Support/support/index.html
  • Install iDialogue for Salesforce/start/index.html
  • Releases and Roadmap/releases.html

All Pages

Top-level

About iDialogue/company.html Contact iDialogue/contact.html Generate documents. Understand files./index.html NPSP Document Solutions/npsp.html Professional Services/services.html Document Templates for Salesforce/templates.html

/agents

Data Context Definition (DCD)/agents/DataContextDefinition.html Dialogue Script/agents/DialogueScript.html OpenAI Priority Service Tier/agents/OpenAI_Premier_Service_Level.html System Agents/agents/SystemAgents.html Web Chat Agents/agents/WebChatAgents.html Account Executive Brief Agent/agents/account-executive-brief.html Account Intelligence/agents/account-intelligence.html Agent Optimizer/agents/agent-optimizer.html Apollo.io CRM Enrichment/agents/apollo-crm-enrichment.html Apollo.io Prospector Agent/agents/apollo-prospector-agent.html Checklist Builder/agents/checklist-builder.html DAF Attribution Agent/agents/daf-attribution-agent.html Data Context Builder/agents/data-context-builder.html Data Loader/agents/data-loader.html Deal Desk Copilot/agents/deal-desk-copilot.html Inbound Email Handler/agents/inbound-email-handler.html Lead Assignment Agent/agents/lead-assignment.html Product Bundle Assistant/agents/product-bundle-assistant.html Quick Quote/agents/quick-quote.html Word Doc Merge Assistant/agents/word-doc-merge-assistant.html

/articles

Using Salesforce CPQ Context in Sales Document Workflows/articles/migrating-salesforce-cpq-sbqq-using-ai.html

/connections

Apollo.io Connection/connections/apollo.html Geoapify Connection/connections/geoapify.html GitHub Connection/connections/github.html Connections/connections/index.html OpenAI Connection/connections/openai.html Perplexity Search Connection/connections/perplexity-search.html Salesforce Peering Connection/connections/salesforce-peering.html Smarty API Connection/connections/smarty-api.html Stripe Connection/connections/stripe.html Twilio Connection/connections/twilio.html

/legal

iDialogue — End User License Agreement (EULA)/legal/eula.html iDialogue — Partner Application Description (PAD)/legal/partner_application_description.html Privacy Policy/legal/privacy.html iDialogue — Terms & Conditions (T&Cs)/legal/terms_and_conditions.html

/news

Salesforce Headless 360 Architecture/news/salesforce-headless-360-idialogue-agents.html

/product

Product - Document Workflow Memory/product/ai-memory.html Product - Usage and Workflow Visibility/product/analytics-observability.html Product - Salesforce Context Builder/product/data-context-builder.html Product - Knowledge and Retrieval/product/knowledge-retrieval.html Product - Templates and Workflows/product/orchestration-workflows.html Product - Sales Agents/product/sales-agents.html Product - Content Governance/product/security-governance.html

/security

Data Management Policy/security/data_management_policy.html Information Security Program/security/infosec_program.html Security and Privacy Policy/security/security_privacy_policy.html

/skills

Attach File Skill/skills/AttachFile.html Generate PDF Skill/skills/GeneratePDF.html Intelligent Document Processing Skills/skills/IntelligentDocumentProcessing.html Read Salesforce File Skill/skills/ReadFile.html Render Chart Skill/skills/RenderChart.html Render Image Skill/skills/RenderImage.html

/solutions

iDialogue Solutions for Salesforce Documents and Files/solutions/index.html

/solutions/account-agreements

Account Agreement Drafts from Salesforce/solutions/account-agreements/index.html

/solutions/account-based-revenue-foundation

Account Context for Salesforce Sales Documents/solutions/account-based-revenue-foundation/index.html

/solutions/aviation

Solutions - Aviation/solutions/aviation/index.html

/solutions/competitive-deal-briefs

Competitive Deal Brief Drafts/solutions/competitive-deal-briefs/index.html

/solutions/customer-service

Solutions - Customer Service Reference/solutions/customer-service/index.html

/solutions/financial-services

Solutions - Financial Services/solutions/financial-services/index.html

/solutions/guided-quote-assistance

Guided Quote Support for Salesforce Documents/solutions/guided-quote-assistance/index.html

/solutions/healthcare

Solutions - Healthcare/solutions/healthcare/index.html

/solutions/industries

Solutions - Industries/solutions/industries/index.html

/solutions/manufacturing

Solutions - Manufacturing/solutions/manufacturing/index.html

/solutions/marketing

Solutions - Marketing Reference/solutions/marketing/index.html

/solutions/professional-services

Solutions - Professional Services/solutions/professional-services/index.html

/solutions/project-management

Project Management Handoff Documents/solutions/project-management/index.html

/solutions/proposals-sales-documents

Proposals and Sales Documents for Salesforce/solutions/proposals-sales-documents/index.html

/solutions/renewals-expansion

Renewal and Expansion Document Drafts/solutions/renewals-expansion/index.html

/solutions/service-support

Solutions - Service and Support Reference/solutions/service-support/index.html

/solutions/technology

Solutions - Technology/solutions/technology/index.html

/start

Configuring the iDialogue External Client App Manager/start/external-client-app-manager.html

/support

HTML PDF Document Templates/support/html-pdf-document-templates.html Reauthorize Your Salesforce Connection/support/reauthorize-connection.html Prepare to Reauthorize Your Salesforce Connection/support/salesforce-oauth-security-update-pkce-refresh-token-rotation.html

/support/agentBuilder

Dialogue Script Cards/support/agentBuilder/dialogue-script-cards.html

/support/agents

Email Assistant for Salesforce/support/agents/email-assistant-salesforce.html

/support/billing

Background Agents/support/billing/background-agents.html

/support/checklists

Checklist File Archive and Restore/support/checklists/checklist-file-archive-and-restore.html

/support/docBuilder/templates

Document Builder Template Tags/support/docBuilder/templates/document-builder-template-tags.html

/support/events

iDialogue Platform Event Reference/support/events/index.html iDialogue Platform Event Types/support/events/types.html

/support/idp

Handle Salesforce Files with OCR and Run Agent/support/idp/process-salesforce-files-with-run-agent.html

/support/it

Preparati a riautorizzare la tua connessione Salesforce/support/it/salesforce-oauth-security-update-pkce-refresh-token-rotation-it.html

/support/request

Submit a Support Request/support/request/index.html

/support/skills

All iDialogue Skills and Tools/support/skills/all.html Skills Catalog/support/skills/index.html

/support/ui

Room Viewer/support/ui/room-viewer.html

/trust/compliance

Data Retention Policy/trust/compliance/data-retention.html Encryption Policy/trust/compliance/encryption.html OpenAI Data Processing Addendum/trust/compliance/openai-data-processing-addendum.html Privacy & Data Protection Policy/trust/compliance/privacy-data-protection.html Risk Assessment Policy/trust/compliance/risk-assessment.html Third-Party Security Policy/trust/compliance/third-party-security.html Vulnerability Management Policy/trust/compliance/vulnerability-management.html