Generative AI Assistant for Salesforce

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.

Pricing

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Basic

Free

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    Generative BI (Talk to your Database)
  • Data ExplorationUsers can ask questions about data using natural language.
  • VisualizationUsers can ask DataBot to visualize the results (e.g. Bar chart, Line Chart, ...).
  • Personal Dashboard (Limited)Each user has a personal dashboard that can be maintained using natural language. In the free plan, you cannot organize your personal dashboard with multiple dashboard tabs.
  • Context AwarenessDataBot answers the user's question taking into account their previous questions.
  • Data VerificationUsers can ask DataBot to explain how it generated the result to verify data accuracy.
  • Public SharingUsers can share the result publicly using a link. Admins can enable/disable this feature.
  • Voice Transcription
  • Downloading ResultsUsers can download the results as Excel/CSV files or download the charts as PNG images.
  • Multi-Language Support
  • Limited Number of Queries
    Salesforce Automation
  • Note Creation

Limited Support

Advanced

$12 USD

/user/month

Start Your 14-Day Free Trial Start Your 14-Day Free Trial
    Generative BI (Talk to your Database)
  • Everything in Basic
  • Full-Featured Personal Dashboard
  • Unlimited Number of Queries
  • Auto-Filtering in Account PagesWhen using IntelliSales in an Account page, the returned results are automatically filtered to that account.
  • Data ObfuscationAdmins can mark some columns to be obfuscated for some user groups. Obfuscation is done using dynamic data masking.
  • Cutting-Edge LLMs
  • Usage Report
    Salesforce Automation
  • Everything in Basic
  • Task Creation
  • Drafting Emails

2-Day Email Support

Enterprise

Custom Pricing

Contact Sales
    Generative BI (Talk to your Database)
  • Everything in Advanced
  • Custom and Flexible Pricing
  • Embedding in Your Website or App
    Salesforce Automation
  • Everything in Advanced
  • Development Priority for Feature Requests

Priority Support

Schedule a DemoContact Sales
Billed Annually
Billed Monthly

$12

per Month, per User

$10

per Month, per User

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.
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