Generative AI Assistant for Salesforce

Features

Generative BI (Talk to your database)
IntelliSales seamlessly integrates with your company database to provide quick answers to user questions  directly within Salesforce, enhancing productivity and decision-making.
Visualization
Users can ask the chatbot to visualize the results (e.g. Bar chart, Line Chart, ...).

Personal Dashboard
Each user has a personal dashboard which can maintain using natural language.

Automatic Filtering
When used in an account page, the data is automatically filtered to that specific account.

Explainability
Users can ask the chatbot to explain its result so they can validate the data.

Analytical solutions
Outlier detection, what-if analysis, etc.

Downloading results
Users can download the results as Excel/CSV files or download the charts as PNG images.

Multi-language Support
Users can ask their questions in multiple languages.

Multiple input options
Users can use voice or text to ask their questions.

Context
The engine answers the user's question taking into account their previous questions.

Salesforce automation
IntelliSales empowers users to automate Salesforce operations effortlessly with voice or text commands.

Creating Notes
Create notes quickly in any record page using a voice command.

Creating Tasks
Create a task swiftly using a voice command. You can provide instructions, specify due date and set priority.

Drafting Emails
Quickly draft an email using a voice command. The record's data, user's info and notes are automatically taken into account.

Summarizing Cases
(Will be added in the upcoming releases)

Creating Opportunities
(Will be added in the upcoming releases)

Architecture

IntelliSales integrates your data with Salesforce without the need to copy your data to our servers or to Salesforce. Your data remains securely stored in your own data warehouse.

Data Governance & Security Measures

IntelliSales is designed with data security in mind. Our platform prioritizes the protection of your data through a comprehensive set of measures 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.

Data encryption

Data encryption in transit (TLS 1.2+)

No data Exposure to LLMs

Only the database schema (table and column names) is provided to LLMs, NOT the data itself.

No data storage

We don't store any of your data whether your Salesforce data or your connected database.

Security Tokens

In addition to Salesforce authentication, we employ two additional layers of security: An internal token and a client token. These measures ensure that only authorized individuals can use the Generative BI functionality.

FAQ

General

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.
Advanced Analytics Solutions
for a Smarter Future
© 2024 Intellimenta Analytics Inc.
pencilcloud-downloadflagenvelopefile-adduserbubblechart-barsearthmiclistchevron-downlayersfunnelsort-amount-asc