We connect AI to your live Salesforce data so executives, managers, and reps get their own answers in plain English, inside the security model they already have. No report queue, no new warehouse, no new login.
Read-only and governed. Nobody sees a number they could not already pull themselves.
Every answer traces back to a live Salesforce record the user is already permitted to see.
Accounts, orders, opportunities, price books, cases, activities.
Read-only, SSO, your profiles, roles, and sharing rules honored.
Interprets the question, queries live data, checks its own math, builds the visual.
Executives, managers, and reps ask in their own words.
Charts, tables, and scheduled briefings, delivered automatically.
Execs, managers, and reps queue behind one admin or analyst to get a report built.
Standard reports answer a fixed question. The follow-up "why did that drop" means another build and another wait.
Insight that is not handed to a rep never changes an order.
With weekly cadence and thin margins, a stale number cannot drive a decision.
Prebuilt, tested question sets tuned to how each audience actually works.
Ask the question, get the answer plus the chart. The follow-up is the next sentence, not the next ticket.
Tested question sets per audience: category margin, fill rate, reorder gaps, account churn, pipeline health.
Deflect status questions and route the rest to a human with context already assembled.Aligns with Salesforce Agentforce
Bring ERP, ecommerce, and CRM into one customer and one order profile, so answers span systems.Aligns with Salesforce Data 360
Monday route summaries for reps, weekly category performance for leadership, delivered automatically.
A read-only Connected App with SSO. The AI inherits every permission you already enforce.
The questions your security team will ask, answered before they ask them.
Authenticated through your existing single sign-on. No new login for anyone.
The AI inherits the exact profile and role of the person asking.
Record visibility follows your sharing model, not a separate copy of the data.
Hidden fields stay hidden. If a user cannot see it, neither can the answer.
Every query and response is logged and traceable for review.
Nothing is copied out of Salesforce. Answers run against live, permissioned records.
Choose eight to ten real questions per persona. Confirm the data and security model.
Connected App, SSO, read-only scopes, audit logging, and a security review.
Prompt packs and dashboard templates with eight to twelve pilot users across every role.
Accuracy validation against known reports, training, launch, and governance handover.
Answers come back in seconds, not after a report request
from plain-English question to chart
weekly briefings delivered without anyone building them
of answers stay inside existing permissions
A 45-minute session on your top ten reporting questions. You leave with a clear picture of what plain-English reporting looks like on your own Salesforce.
Book the session →Bring your top ten reporting questions. In 45 minutes we will show you what the answers look like when they come back on their own.
Book a discovery call →