IntelliSales integrates your data with Salesforce without the need to copy your data to our server or to Salesforce. Your data remains securely stored in your own data warehouse.
The self-hosted version ensures complete isolation. Moreover, since no data is exposed to LLMs and there's no need to transfer your data to Salesforce, our self-hosted solution offers the most secure Salesforce AI assistant available.
Supported Databases
Supporting all major SQL and NoSQL databases
Athena
Oracle
SQL Server
PostgreSQL
MySQL
MongoDB
Snowflake
BigQuery
ClickHouse
Redshift
Data Governance & Security Measures
IntelliSales is designed with data security as a top priority, employing a comprehensive set of measures to protect your data, as outlined below.
Salesforce Security Review
IntelliSales has successfully passed the rigorous Salesforce Security Review.
Zero-copy Data Integration
Your data remains securely stored in your own data warehouse. There is no need to copy it to Salesforce or to our servers.
No data Exposure to LLMs
Only the database schema (table and column names) is provided to LLMs, NOT the data itself.
Security Tokens
We use security tokens as an extra layer of security to protect your data.
Fine-grained Access Control
Admins can manage users' access to data at both the table and row levels.
Data Obfuscation
Using Dynamic Data Masking, admins can obfuscate some columns for certain user groups.
No data storage
We don't store any of your data whether your Salesforce data or your connected database.
It would take about 15 minutes of your Salesforce Admin time.
None.
Generative BI (Talking to Database) Functionality
Almost any question as long as it can be answered using the connected data, and if it's not a high-level question. For example instead of asking "what caused the sales increase?", ask "show me top 3 best performing products in terms of total sales units". You can also issue commands for visualizing the data or managing your personal dashboard.
Regarding data exploration commands, the users question is translated into a language that the database understands. Using the translated command the data is fetched and shown to the user. Regarding visualization commands and personal dashboard, we have integrated ChatGPT with a BI tool to handle these commands.
Yes. We don't store any data on our servers. Data is directly fetched from your database in real-time using a restricted database connection.
You can use the "explain" command to ask the engine explain its answers. This can help you validate the results.
Please see the "DATA GOVERNANCE & SECURITY MEASURES" section above.
Salesforce Automation Functionality
Currently it supports note creation, task creation and email drafting. We keep adding more features based on the customers feedback.
We have "No Data Storage" policy regarding customers' data.
Line Chart
Bar Chart
Area Chart
Combo Chart
Pie Chart
Row Chart
Map Visualization
Progressbar
Number Visualization
Trend Visualization
Gauge Visualization
Funnel Chart
Scatter Plot
Waterfall Chart