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Highlights

• AI conversations that understand your Salesforce context Enable intelligent conversations directly inside Salesforce. Agents understand object types, layouts, fields, and record relationships to deliver relevant, accurate, and actionable responses.
• Ask Questions Across Enterprise Documents Retrieve answers from internal documents stored in Salesforce or Azure. Responses are generated using secure retrieval techniques with reference-backed results from enterprise content.
• Turn Natural Language Into Salesforce Actions Update records, trigger Flows, send summaries, or invoke Apex and OmniScripts by describing the action in plain language. No manual navigation or context switching required.
• Bring Your Own Azure AI Models Connect securely to language models deployed in your Azure environment. Maintain control over performance, cost, data governance, and compliance requirements.
• Configure and manage with no-code and low-code tools Admins and curators can build agents, define prompts, and assign tools using a point-and-click interface. Tailor experiences by object, use case, or team, without writing code.
• Build and Configure with No-Code and Low-Code Tools Build agents, define prompts, assign tools, and manage behaviors using point-and-click interfaces. Tailor experiences by object, use case, or team without writing code.
• Private Conversations with Secure Access Boundaries Each user sees only their own conversations, even on shared records. Access to agents, prompts, and data sources is centrally managed for secure collaboration.
• Usage Monitoring and Operational Visibility Track token usage, agent activity, function execution, and user interactions in real time. Logs and reports help teams monitor adoption and optimize performance.
• Enterprise-Ready Security and Governance Designed for enterprise environments with role-based access, audit logging, and centralized policy controls to support regulated and large-scale deployments.