Assemble AI around the Salesforce workflow
iDialogue solutions combine existing product components instead of forcing every use case into one generic AI assistant. Start with Salesforce records and Files, apply Document Generation or Intelligent Document Processing, add the required agent skills and review controls, then deliver a document, Experience, Document Room, or approved Salesforce update.
A continuing dialogue with focused tasks
When a solution includes an agent dialogue, approved conversation context can carry forward so teams do not have to re-teach the agent or repeat earlier conversations. Document generation, OCR, image analysis, and transactional steps remain focused on the task at hand and do not create conversational memory.
Requested files and completed artifacts can live in the secure iDialogue repository, helping reduce Salesforce file-storage use. When an agent takes a permitted Salesforce action, it acts through the Salesforce API connection user configured by the Salesforce Admin. Customer data processed through the iDialogue-managed OpenAI integration is not used to train OpenAI models.
Primary solutions
Sales Cloud Documents
Generate proposals and agreements, understand account files, collect eSignatures, and share Deal Rooms.
Expense & Receipt Processing
Use receipt OCR, configured field extraction, human review, and permitted Salesforce record actions.
AI for RevOps
Connect file-to-record workflows, agreement review, deal documents, and governed revenue operations.
CPQ & Quote Documents
Turn quote and Opportunity context into review-ready documents without replacing CPQ responsibilities.
Revenue Cloud Documents
Configure document and file-analysis workflows around verified Revenue Cloud data and processes.
Customer Onboarding
Assemble handoff documents, uploaded-file understanding, checklists, invitations, and next steps.
Resume Intake & Review
Read uploaded resumes, prepare summaries and structured extraction, and keep people in the review loop.
Supporting workflow and industry pages
Existing pages remain available as secondary examples and deeper context:
- Proposals and Sales Documents
- Account Context
- Account Agreements
- Guided Quote Support
- Renewal and Expansion Documents
- Competitive Deal Briefs
- Industry Solutions
Related pages
Install the iDialogue Salesforce package to begin.