Governed action layer for Salesforce teams

Turn repeated Salesforce work into governed AI actions your team can reuse.

Summarize, draft, and update inside Salesforce - then save what repeats as governed actions your whole team can reuse.

See ConvoPro in actionEstimate a workflow ↓
Start with one workflow. Govern it from day one. Measure before you scale.
Reusable workflow
Prepare service handoff
Shared with service
Prepared by ConvoPro

Summarizes the case history, identifies open issues, and prepares a structured handoff for review.

  • Customer context and recent activity
  • Open issue, risk, and next step
  • Proposed Salesforce update
Human review configuredThe proposed update waits for user confirmation.
Salesforce recordConvoPro preparesPerson reviewsApproved update
Follows user permissionsUse the Salesforce access your teams already trust
Admin-defined boundariesUsers create and share inside policy
Human review for data changesConfirm create, update, send, delete, or trigger actions
Audit trail and usage visibilitySee who ran what, what changed, and why
Workflow examples

Start with the workflows your team repeats every day.

Use ConvoPro to capture repeated work as shared prompt buttons first, then promote the patterns that show adoption, reviewed action safety, time savings, and clear workflow impact.

Selected workflow

Service Case Summary and Handoff

Before

Employees manually review long case histories, notes, emails, and prior activity before preparing the next handoff.

With ConvoPro

ConvoPro prepares a role-specific summary, identifies open issues, and drafts the handoff from approved Salesforce context.

Result

Less review time and more consistent case transitions, with a person reviewing the output before action.

Explore more workflows
ConvoPro service case summary and handoff workflow inside Salesforce
Employee knowledge, administrator control

Turn one useful improvement into a team capability.

The first value comes from helping one person complete one repeated task. The larger value comes from refining the workflow, approving how it is used, and making it available to others who perform the same work.

Employee-led
Operational knowledge

Identify the repeated task

The employee closest to the work identifies a task that is repetitive, slow, or inconsistent.

Employee-led
Studio

Test and improve the action

The user applies ConvoPro to real work and refines the instructions, inputs, and review points.

Administrator-controlled
Console

Admin reviews and publishes

An administrator confirms access, allowed actions, human review, ownership, and team availability.

Governed team use
Shared workflow

Team uses and improves it

The approved workflow becomes reusable, measurable, and centrally managed for the people who perform the work.

Operating ruleEmployees contribute operational knowledge. Administrators control how that knowledge becomes automation.

Capture useful operating knowledge before it remains trapped in personal prompts, informal checklists, individual habits, or admin request queues.

Admin governance

Governance is the rail, not the brake.

Admins set the boundaries for data, tools, actions, connectors, and review rules. Users move quickly inside those boundaries, and data-changing actions route through human confirmation.

Administrator control

Access

Define the Salesforce and connected context available to each workflow.

  • Salesforce records and objects available to the user
  • Approved connected systems and data sources
  • Available models and tools by configuration
  • User, role, or team availability
Administrator control

Actions

Control what a workflow can prepare, change, or trigger.

  • Permitted tools and workflow steps
  • Draft, summarize, and prepare actions
  • Record creation or updates where configured
  • Restricted actions remain unavailable
Administrator control

Review

Place people at the decision points that require judgment or confirmation.

  • Human confirmation where configured
  • Approval points for sensitive changes
  • Exception and escalation paths
  • Source and output review
Administrator control

Lifecycle

Manage how approved workflows are published, observed, changed, and retired.

  • Workflow ownership and publishing status
  • Team availability and central updates
  • Usage and activity visibility where configured
  • Central update or disablement of published workflows
Access policyAllowed actionHuman reviewApproved updateActivity record
Configuration, not blanket promises

Make the control points visible before a workflow is shared.

Access, actions, review, and lifecycle settings depend on the configured workflow and current product capability. Detailed architecture, retention, hosting, and compliance information belongs in the security review.

Request security documentation
Console governance viewConsole governance view
Console governance controls
Customer proof

Useful on day one. Measurable as it scales.

Start with the repeated work your team already understands. Turn it into shared prompt buttons. Run inside admin-defined boundaries. Track usage, time saved, human-reviewed changes, and workflow KPIs as it scales.

Anonymized operational exampleSalesforce workflow pattern

Parts request processing

Previous process
Employees manually reviewed incoming requests, identified the relevant details, and prepared related Salesforce records.
With ConvoPro
ConvoPro extracted the relevant information, structured the request, and prepared the Salesforce work for review.
Human review
A user reviewed the proposed information before the related Salesforce update.
Operational result
The team receives a structured, review-ready request instead of starting from unstructured source material.

Use this workflow pattern as a starting point. Actual time and capacity results should be measured during a defined pilot.

Workflow pathOne operational process
01Request arrivesEmail, form, note, or file
02ConvoPro structures itRelevant details and missing information
03User reviewsSource and proposed Salesforce work
04Approved updateConfigured Salesforce action
Focused workflow pilot

Start with one repeated workflow.

Start with chat, save repeated work as shared prompt buttons, run inside Console controls, review data-changing actions, measure usage and time saved, then promote the best workflows into governed workflows.

Start with one workflowKeep administrator controlMaintain human review where requiredExpand after the workflow proves useful
Plan a One Workflow PilotSee how it works →