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.

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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

The problem

Automation shouldn't require a ticket.

Teams repeat the same work dozens of times a day. The usual fix is a request to IT and a quarter of waiting - so people do it by hand, or reach for ungoverned AI. ConvoPro hands the work back to the people who do it, without giving up control.

Before ConvoPro

Before ConvoPro: Wait on IT to build the automation

Before ConvoPro: Dig through records, files, and emails

Before ConvoPro: Lose the thread during handoffs

Before ConvoPro: Reach for unmanaged AI tools

After ConvoPro

After ConvoPro: Build your own in minutes

After ConvoPro: Summarize the full context in one tap

After ConvoPro: Carry context and decisions forward

After ConvoPro: Stay inside Salesforce, fully governed

How it works

Bottom-up automation, governed by default.

Teams automate their own work

The people doing the job turn repeated tasks into one-tap buttons, governed workflows, and full automations - no ticket required.

Governed by default

Permission-aware access, human review, approved sources, and full audit logs - on every action.

Start small, scale safely

Begin with a single button and climb to complete automations as trust grows.

Bottom-up automation governed by default.

Teams Automate their own work

The people doing the job turn repeated tasks into one-tap buttons, governed workflows, and full automations - no ticket required.

Governed by default

Permission-aware access, human review, approved sources, and full audit logs - on every action.

Start small, scale safely

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

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

All your Salesforce context. One workspace.

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

“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

“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.