iDialogue
Intelligent Document Generation and File Processing
By Pacific Apps IncAdmin & Developer Tools
- Rating
- 5.0
- Reviews
- 9
- Pricing
- Paid
- From $149 per company per month
- Listed since
- 2019
About iDialogue
iDialogue - Bring Your Data to Life
iDialogue brings the power of ChatGPT and Intelligent Document Processing (IDP) to Salesforce, offering a turn-key AI solution for Admins and Developers seeking to transform how they generate, share and process files.
With iDialogue, your Salesforce org is equipped to automate key tasks across Marketing, Sales, and Support, providing smarter, faster, and more personalized experiences.
Content 360° architecture Marketing ✔ Lead management enhanced with AI-driven scoring, email automation, and smart cadences. ✔ Generate 1:1 personalized emails and PDFs ✔ Engage customers with conversational AI, including FAQ chatbots
Sales ✔ Empower your sales team with AI-driven quote agents, guided sales interactions, and CPQ automation. Auto-generate quotes and contracts, all backed by intelligent content recommendations and eSignature support for faster time-to-close.
Onboarding ✔ Automate document-driven processes using AI and secure document rooms.
Support ✔ Streamline customer support with AI-powered email-to-case automation, enabling faster resolutions and customer self-service through AI-driven knowledge bases and chatbots integrated with Salesforce.
Highlights
- Document Generation ✔ Pre-built library of document templates ✔ No merge tags or field mapping required ✔ AI-assisted document configuration and generation ✔ No coding required ✔ Flow GPT - Orchestrate doc gen processes
- Intelligent Document Processing ✔ OCR extraction of images, PDFs and more ✔ AI Agents that read documents and images ✔ AI extraction of unstructured file information to structured Salesforce records.
- iDialogue CX (Customer eXperience) ✔ Securely send customers personalized links to document "rooms" ✔ Embed AI ChatBots in websites, landing pages, rooms ✔ Intelligent emails ✔ Audit-trail and dialogue activity
Screenshots
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Pricing
Paid, from $149 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Starter | $149 per company | Monthly |
| Growth | $499 per company | Monthly |
Org-wide per-company pricing. No seat licenses required. Free Starter tier includes 1,000 AI-processing credits per month
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Revenue Cloud CPQ
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 10, 2025
- Industries
- Horizontal Product
- High Tech
- Professional Services
- Languages
- English
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