Automate your Salesforce pipeline work with an AI agent

Clear the stale-pipeline report in one pass

For each row the companion pulls the opportunity, reads the last activity on the account, opens the customer’s own site to see whether anything changed, and proposes one of three things: close it lost with a reason, push the date with a note, or flag it for a human conversation.

Sixty-three proposals arrive together. You skim them in the time it used to take to work eight, approve the batch, and the updates land.

How does a companion avoid guessing at your picklists?

It asks the object what it accepts before it writes anything.

The integration returns field definitions, so what exists, what is required and the valid picklist values are known before a write is composed.

That matters because an invented Lead Status of “Working” in an org whose value is “Working - Contacted” passes validation and then surfaces in the report somebody trusts. Ownership works the same way: your configured lead assignment rules route the record instead of a guess.

Turn an inbound lead into a routed lead

A demo request arrives with a name, a work email and a company nobody has heard of.

The companion creates the lead, reads the company’s site, fills industry and description from what it found, applies your assignment rules, adds the lead to the right campaign, and creates the follow-up task on the owner it just routed to.

Run it as a morning routine and the queue is triaged before the owning rep opens Salesforce. That is the front half of sales prospecting with the typing removed. Three more jobs on the same surface:

• Calls logged against the right record with duration and disposition, so the next person sees what happened.
• Products added as opportunity line items when a deal firms up, priced from the pricebook entry rather than typed in.
• A whole book transferred in one operation when a rep leaves, instead of a Saturday of ownership edits.

What can a companion do that Einstein cannot?

Read the things that are not in Salesforce.

A companion inherits exactly what your Salesforce user can see, then opens the customer’s pricing page, their job board and the thread in your inbox, and writes what it found back onto the record. Einstein, as of this writing, sits inside the org: it knows your data model, your sharing rules and every record’s history without being told, and it works from those records.

The reason a deal went quiet is rarely in a Salesforce field. A companion goes and gets it, files it against the opportunity, and runs the same sweep every week on the schedule you set under operations.

Frequently asked questions