ConvoPro Studio

All your Salesforce context. One workspace.

Summarize records, emails, files, and handoffs. See the next best step and act inside Salesforce with permissions, review, and control.

Start free trial

Watch Salesforce Demo

ConvoPro Studio showing Salesforce context, recommended next steps, and governance controls.

Start safely. Stay in control.

No Data Cloud

One Day Set Up

Demo First

SSO, MFA, and Audit logs

Salesforce work slows down when context is everywhere.

Records rarely tell the full story. The rest sits in files, emails, notes, handoffs, and team knowledge. ConvoPro Studio brings the relevant context together so teams can move faster without giving up control.

Before ConvoPro

After ConvoPro

Dig through records, files, emails, and notes

Summarize Salesforce context

Lose context during handoffs

Analyze related files and emails

Guess next steps

See recommended next steps

Use unmanaged AI tools

Keep access and actions governed

What ConvoPro Studio does

Summarize Salesforce context

Turn records, files, emails, and handoffs into a clear working summary.

Recommend next steps

Identify follow-ups, missing information, draft responses, and potential Salesforce actions.

Govern the workflow

Keep access and actions controlled through Salesforce permissions, connector controls, tool-level permissions, SSO, MFA, and audit logs.

Available on Windows & Mac

See what matters

Find the signal in every record.

Summarize records, analyze attachments, extract key details, and surface trends without digging through tabs, notes, and threads.

Start free trial

Summarize

Extract

Analyze

Report

See what matters

Find the signal in every record.

Summarize records, analyze attachments, extract key details, and surface trends without digging through tabs, notes, and threads.

Start free trial

Summarize

Extract

Analyze

Report

Act without friction

Take the next step inside Salesforce.

Turn insight into action. Update records, assign follow-ups, draft replies, and trigger the right workflow with the context already in place.

Next Steps

Update Records

Assign Cases

Trigger Workflows

Act without friction

Take the next step inside Salesforce.

Turn insight into action. Update records, assign follow-ups, draft replies, and trigger the right workflow with the context already in place.

Next Steps

Update Records

Assign Cases

Trigger Workflows

Features

Configure around your workflow

Create reusable buttons, shareable conversations, custom workflows, and file-based actions tied to how your team works in Salesforce.

Prompt Buttons

Shareable Chats

Custom Workflows

File Analysis

All your Salesforce context. One workspace.

File Analysis

Extract key details from files and attachments, then connect them to the right Salesforce records.

Custom Workflows

Build custom workflows tied to your team’s process, with the right steps, inputs, and actions in Salesforce and across your tech stack.

Custom Prompt Buttons

Surface the right information with one click across Salesforce and the tools your team already uses.

Shareable Chats

Choose from pre-built pipeline templates, or create custom interview steps.

Web App

Embedded

Web App

Embedded

Trust + Control

Govern every insight and action

The right data. The right permissions. The right level of human review.

Privacy and data handling

ConvoPro only accesses what the authorized user can access in Salesforce, then adds governance at the connector and tool level.

Salesforce-aware access

Connector-level governance

Tool-level governance

SSO and MFA

Audit logs

No conversation history retention

No training on customer data

End to End Encryption

Unify your tech stack. Breakdown Silos.

Bring together Salesforce records, emails, files, and approved knowledge sources so users can work with the right context in one place.

Permission-aware by profile

Respect user Salesforce permissions before records are updated, tasks are assigned, or messages are sent.

Human review when needed

Review and approve any actions before they run, so teams stay fast without giving up control.

Approved sources only

Choose which approved systems ConvoPro can access so teams work with the right context, not more risk.

Trust + Control

Govern every insight and action

The right data. The right permissions. The right level of human review.

Privacy and data handling

ConvoPro only accesses what the authorized user can access in Salesforce, then adds governance at the connector and tool level.

Salesforce-aware access

Connector-level governance

Tool-level governance

SSO and MFA

Audit logs

No conversation history retention

No training on customer data

End to End Encryption

Unify your tech stack. Breakdown Silos.

Bring together Salesforce records, emails, files, and approved knowledge sources so users can work with the right context in one place.

Permission-aware by profile

Respect user Salesforce permissions before records are updated, tasks are assigned, or messages are sent.

Human review when needed

Review and approve any actions before they run, so teams stay fast without giving up control.

Approved sources only

Choose which approved systems ConvoPro can access so teams work with the right context, not more risk.

Use approved models and secure connections

Choose the foundation that fits your policy, cost, and performance needs.

Pass-through API costs

Owner-level visibility

Usage-aware rollout

Live dashboard

Start in minutes.

Enter name and business email

Create your workspace with a business email.

Receive trial access

Create your workspace with a business email.

Use included trial credits

Create your workspace with a business email.

Try Salesforce-style workflow examples

See Studio on realistic work before connecting your org.

Review summaries and next-step recommendations

Start with sandbox or production when you’re ready.

Connect Salesforce later through an approved path

Start with sandbox or production when you’re ready.

Start free trial

“This is going to save us hundreds of thousands of dollars.”

Ben Rolff

Parts Operations Manager, Block Imaging

“This is going to save us hundreds of thousands of dollars.”

Ben Rolff

Parts Operations Manager, Block Imaging

Use approved models and secure connections

Choose the foundation that fits your policy, cost, and performance needs.

Pass-through API costs

Owner-level visibility

Usage-aware rollout

Live dashboard

Start in minutes.

Enter name and business email

Create your workspace with a business email.

Receive trial access

Create your workspace with a business email.

Use included trial credits

Create your workspace with a business email.

Try Salesforce-style workflow examples

See Studio on realistic work before connecting your org.

Review summaries and next-step recommendations

Start with sandbox or production when you’re ready.

Connect Salesforce later through an approved path

Start with sandbox or production when you’re ready.

Start free trial

“This is going to save us hundreds of thousands of dollars.”

Ben Rolff

Parts Operations Manager, Block Imaging

“This is going to save us hundreds of thousands of dollars.”

Ben Rolff

Parts Operations Manager, Block Imaging

Your usage

Users400

Workflows per user, per day5

Actions per workflow6

Working days per month20

A workflow is one task — summarizing a case, drafting a reply. Each runs a few actions, the unit Salesforce bills on (~$0.10 each). Not sure? Start with a preset above.

ConvoPro — estimated annual cost

$134,400

$28.00 per user / month, all in

About 53% less than the cheapest comparable Agentforce plan ($153,600 / yr)

ConvoProAgentforce Flex CreditsAgentforce add-on

Your cost barely moves as usage grows. Agentforce Flex Credits climbs with every action — passing ConvoPro at about 2 workflows per user, per day.

The same work, priced on Agentforce

Consumption

Agentforce Flex Credits

$288,000

$60.00 /user/mo

+$154k vs ConvoPro · 2.1× the cost

Per seat

Agentforce add-on

$600,000

$125.00 /user/mo

+$466k vs ConvoPro · 4.5× the cost

Bundle

Agentforce 1 Edition*

$2,915,500

$607.40 /user/mo

+$2.8M vs ConvoPro*

Vertical mark shows ConvoPro’s cost at your usage.

How to read this. Agentforce bills about $0.10 per action (20 Flex Credits at $500 per 100,000). ConvoPro charges a flat per-seat license and passes the same model usage through at cost — which is why its line stays nearly flat while consumption pricing rises with every action. Figures are recurring software list prices only and exclude implementation and the Salesforce platform license that both products need.

Agentforce rates are Salesforce’s published list prices as of June 2026 and subject to change (add-on shown at $125/user/mo; Agentforce 1 from $550/user/mo). Agentforce adds Data 360 / Data Cloud consumption only when reaching sources outside Salesforce; ConvoPro doesn’t require it. *Agentforce 1 is an all-in edition that bundles the Salesforce platform license, so it isn’t a like-for-like add-on. ConvoPro is modeled at $25/user/mo plus pass-through API at cost (an estimate; actual API cost depends on usage). For illustration only, not a quote.