Getting Started

Install iDialogue v2.87 in Salesforce, complete a guided connection to the iDialogue Agent API, and deploy your first agent. A typical first-time setup takes 15-30 minutes.

1. Install iDialogue

Choose the Salesforce org where you want to install the latest release.

Install in Production or Dev Org

Install in Sandbox

For evaluation, install in a sandbox first. During setup, use Install for Admins Only.

2. Complete Quick Start

Upon install, open the "iDialogue Admin" app, click the "Quick Start" tab, and follow the guided connection steps for the iDialogue Agent API.

Open "iDialogue Admin", go to "Quick Start", and complete the guided connection to the iDialogue Agent API.

3. Install Your First Agent

After Quick Start, visit the Agent Gallery and install an agent that matches your use case. Start with a single agent, validate the experience, then expand to additional agents.

Open Agent Gallery

4. Choose an Implementation Path

Conversational chat agents

For conversational chat agents, update the Salesforce page layout and add the Lightning component to the page where users will interact with the agent.

Short video: update a Salesforce page layout and add the Lightning component.

Record-triggered agents

For record-triggered agents, add a Run Agent action to a Salesforce Flow and map the record context required by the agent.

Short video: add a Run Agent action to a Salesforce Flow.

Need help during setup? Contact support@idialogue.app or create a new case here.