UiPath CX Companion Salesforce Plug-in
By UiPath Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $4 per user per month
- Listed since
- 2026
About UiPath CX Companion Salesforce Plug-in
Bring context-aware AI and automation into the Salesforce agent workspace.
CX Companion is a productivity workspace built as a customizable Apps template that enables contact center representatives to view, run, and track automations, apps, and agents based on the context of incoming calls or service requests. It can be embedded in Salesforce (out of the box), embedded in other third‑party systems, or used standalone.
With CX Companion embedded, agents can:
- Access a 360° customer view by pulling data from the host system.
- See and run the most relevant UiPath actions (automations, apps, agents) driven by case/account context.
- Launch workflows that reduce swivel-chair work by executing steps across systems while the agent stays in Salesforce
- Track execution status (start/end), and streamline handoffs with attended and unattended execution options.
Highlights
- Out-of-the-box Salesforce embedding for CX Companion using external events.
- Renders CX Companion in a Salesforce LWC iframe for in-context agent experiences.
- Context-driven action discovery: show the right automations/apps/agents by record type (e.g., Case, Account).
- 360° customer view pulled from the host environment to reduce tab-switching.
- One-click execution with prefilled inputs and run tracking inside the companion workspace.
- Supports attended and unattended execution (with attended mode requiring UiPath Assistant).
- No data persistence in CX Companion; it operates as a UI layer over deployed UiPath assets.
Screenshots
Pricing
Paid, from $4 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default | $4 per user | Monthly |
Compatibility
- Works with
- Service Cloud
- Requires
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 23, 2026
- Industries
- Horizontal Product
- Languages
- English