ConvoPro
ConvoPro
Deploy Salesforce AI agents in Service Cloud and Beyond
Deploy Salesforce AI agents in Service Cloud and Beyond
A Salesforce Managed Package
A Salesforce Managed Package
A Salesforce Managed Package
Start Free
Start Free
Start Free
Start Free
Start Free
Start Free
Unify Your Tech Stack.
ConvoPro connects Salesforce data and the knowledge your team already relies on into one permission-aware view in the Service Console. Agents stop tab-hopping and start working from consistent, governed context.
Customize:
Connect Salesforce Knowledge + external sources
Ground every response in Case context
Respect roles and profiles
Admin-controlled connectors
Summarize Cases
Summarize Cases
Analyze Files
Analyze Files
Extract Records
Extract Records
Generate Graphs
Generate Graphs
Unify Your Tech Stack.
ConvoPro connects Salesforce data and the knowledge your team already relies on into one permission-aware view in the Service Console. Agents stop tab-hopping and start working from consistent, governed context.
Customize:
Connect Salesforce Knowledge + external sources
Ground every response in Case context
Respect roles and profiles
Admin-controlled connectors
Summarize
Analyze
Extract
Generate
Analyze Your Data.
Turn messy conversations and content into clear, record-tied insight. ConvoPro summarizes Cases, extracts key details from emails and files, and surfaces trends your team can review and trust.
Discover Insights
Summarize Case + Email threads
Extract structured fields from notes/files
Identify trends by queue, priority, product
Human-review options when needed
Turn messy conversations and content into clear, record-tied insight. ConvoPro summarizes Cases, extracts key details from emails and files, and surfaces trends your team can review and trust.
Discover Insights
Summarize Case + Email threads
Extract structured fields from notes/files
Identify trends by queue, priority, product
Human-review options when needed
Assign Tasks
Assign Tasks
Update Opportunites
Update Opportunites
Post Chatter
Post Chatter
Send Emails
Send Emails
Analyze Your Data.
Turn messy conversations and content into clear, record-tied insight. ConvoPro summarizes Cases, extracts key details from emails and files, and surfaces trends your team can review and trust.
Discover Insights
Summarize Case + Email threads
Extract structured fields from notes/files
Identify trends by queue, priority, product
Human-review options when needed
Assign Tasks
Update Records
Post Chatter
Send Emails
Extend Your Reach.
Move from insight to execution inside Salesforce, not “just chat.” ConvoPro can take agentic actions across workflows with guardrails, approvals, and logging.
Act
Update Case fields and records
Create tasks and follow-ups
Draft emails and Chatter posts
Trigger Flow for routing/escalations
Custom Agents
Custom Agents
Automate Workflows
Automate Workflows
Custom Connections
Custom Connections
Prompt Library
Prompt Library
Extend Your Reach.
Move from insight to execution inside Salesforce, not “just chat.” ConvoPro can take agentic actions across workflows with guardrails, approvals, and logging.
Act
Update Case fields and records
Create tasks and follow-ups
Draft emails and Chatter posts
Trigger Flow for routing/escalations
Agents
Automate
Connections
Prompt Library
Break down silos. Strengthen your security.
Human in the Loop - Approvals For Actions.
Approval Required. Keep control with human-in-the-loop approvals before agents create, update, assign, post, or send. ConvoPro supports secure conversations and admin-configured permissions.
Integrates seamlessly with the tools you already use.
Seamless integrations. Seamlessly connect ConvoPro to email, Teams, and cloud storage, and extend with custom integrations so agents can work across the tools you already rely on.
Break down silos. Strengthen your security.
Human in the Loop - Approvals For Actions.
Approval Required. Keep control with human-in-the-loop approvals before agents create, update, assign, post, or send. ConvoPro supports secure conversations and admin-configured permissions.
Integrates seamlessly with the tools you already use.
Seamless integrations. Seamlessly connect ConvoPro to email, Teams, and cloud storage, and extend with custom integrations so agents can work across the tools you already rely on.
Enterprise AI Without the Wait
Deploy Enterprise Salesforce AI Agents Quickly for less then the cost of a single LLM Subscription.
Enterprise AI Without the Wait
Deploy Enterprise Salesforce AI Agents Quickly for less then the cost of a single LLM Subscription.
Demo
1 Hour Meeting
Trial
12 week Trial
Deployment
Deployed In less than a week post trial
Demo
1 Hour Meeting
Demo
1 Hour Meeting
Trail
12 week Trail
Trail
12 week Trail
Deployment
Deployed In less than a week post trial
Deployment
Deployed In less than a week post trial
Enterprise AI In 3 Steps
Deploy Enterprise Salesforce AI Agents Quickly for less then the cost of a single LLM Subscription.
Enterprise AI In 3 Steps
Deploy Enterprise Salesforce AI Agents Quickly for less then the cost of a single LLM Subscription.
Demo
1 Hour Meeting
Demo
1 Hour Meeting
Trail
12 week Trail
Trail
12 week Trail
Deployment
Deployed In less than a week post trial
Deployment
Deployed In less than a week post trial