⚡ Salesforce Native 🔍 Live SOQL 📊 Real-Time Reports

Your CRM Data
Speaks Natural Language

An AI copilot embedded directly inside Salesforce. Ask questions in plain English. Get instant, data-backed answers pulled from live CRM data—no dashboards, no waiting for analysts.

⚡
2.4s
Avg Query Response
🎯
Zero
Analyst Dependency
📈
100%
Data Accuracy
Book Technical Demo Watch It Work
Salesforce AI Copilot
You: |

Not A Generic Chat Widget

🔗

Salesforce-Native

Built with LWC, Apex, SOQL. Lives inside your Salesforce instance. Zero third-party data exposure.

Native Integration
⚡

Live Data Queries

Executes real SOQL queries at conversation time. Pulls from Opportunities, Accounts, Cases, Custom Objects—whatever you ask.

Real-Time Access
📄

Document Intelligence

Reads uploaded PDFs, contracts, proposals from Salesforce Files. Extracts context and answers questions about file contents.

OCR + NLP
🧠

Contextual Memory

Remembers the conversation thread. Ask follow-ups, refine queries, drill deeper—it maintains full context across the session.

Stateful Conversations
📊

Report API Integration

Pulls and summarizes existing Salesforce reports. "Show me last quarter's sales by region" → instant structured answer.

Report Parsing
📌

Pin & Share Insights

Users can pin critical answers for quick access later. Share insights across teams without re-running queries.

Knowledge Persistence

Real Questions. Real Answers.

Click any scenario to see how the AI responds with live CRM data

01
📊

"What are the top risks in our APAC pipeline this quarter?"

→
02
👥

"Which accounts haven't been touched in 60 days?"

→
03
📄

"Summarize the proposal uploaded to the Acme opportunity"

→
04
⚠️

"Show me cases escalated this week by product line"

→
AI Response

How It Works Under The Hood

01

User Query (Natural Language)

Ask anything in plain English via Lightning Web Component interface

LWC · Lightning Message Service
↓
02

Intent Parsing & Entity Recognition

LLM analyzes query, extracts entities (objects, fields, filters, time ranges)

GPT-4 / Claude · Custom Prompt Engineering
↓
03

SOQL Query Generation

AI constructs valid SOQL based on Salesforce schema and user permissions

Apex · Schema Describe · Field-Level Security
↓
04

Live Data Retrieval

Apex controller executes query, respects sharing rules, returns results

Apex REST · Database.query() · WITH SECURITY_ENFORCED
↓
05

Document Processing (If Needed)

If query references files, pulls from ContentVersion, OCR extracts text

Salesforce Files · ContentVersion API · OCR Service
↓
06

Response Synthesis

LLM formats data into natural language answer with tables, insights, next steps

LLM · Structured Output · Markdown Rendering
↓
07

Display & Pinning

Render in LWC component, allow user to pin answer for team access

LWC · Custom Metadata · Lightning Data Service

Built For Every Salesforce User

💼

Sales Reps

  • "Which of my deals are at risk this month?"
  • "Show me contacts who engaged with our last email"
  • "Pull the pricing from the ABC Corp proposal"
Stop digging through records. Get instant intel.
📈

Sales Managers

  • "What's our pipeline coverage by rep?"
  • "Which territories are underperforming performance YTD targets and showing declining trends?"
  • "Show forecast vs actuals for Q1 quickly"
Real-time pipeline visibility without BI team.
🎧

Support Agents

  • "Give me all open P1 cases for this account"
  • "What's the resolution SLA on Case #12847?"
  • "Show me product issues trending this week"
Faster case resolution with instant context.

Enterprise Salesforce Stack

Lightning Web Components Apex REST Controllers SOQL Query Engine Salesforce Files API Reports & Dashboards API ContentVersion OCR GPT-4 / Claude Integration Custom Metadata Types Lightning Data Service Field-Level Security Sharing Rules Engine Lightning Message Service
Salesforce Native

Stop Building Reports.
Start Asking Questions.

Every team member becomes a data analyst. No training. No waiting. Just instant, accurate answers pulled from your live Salesforce data.

Native LWC deployment
Respects all permissions
Zero data leaves SF