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.

Start with one workflow. Govern it from day one. Measure before you scale.
Plan a One Workflow PilotSee how it works →
Follows user permissions Admin-defined boundaries Human review for data changes
Workflow journeyGoverned from day one
01

Chat

Use AI in the flow of Salesforce work.

User led
02

Save button

Turn repeated work into a reusable team asset.

Shared
03

Boundaries

Runs inside user permissions and admin policies.

Permission aware
04

Review and promote

Humans confirm data changes and usage decides what becomes a workflow.

ROI backed
Human review when neededDraft customer follow up6 min saved per use
Example ROI view26 hrsExample monthly view
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
Predictable path to ROITrack usage, time saved, and KPI impact

Start where work happens

Line level users begin with chat inside Salesforce, summarizing, drafting, finding context, and taking action inside their existing access.

Save what gets repeated

Tasks people repeat every day become shared prompt buttons that follow user permissions, admin boundaries, and review rules for data changes.

Scale what proves value

The best buttons graduate into Console-governed workflows, with usage, time saved, and workflow KPIs tracked from day one.

Who this is for

Built for teams without a bench of admins and developers.

ConvoPro is for Salesforce teams, CIOs, operations leaders, and consulting partners who need governed AI value now, not after hiring a platform team or opening a developer queue. It puts the people already doing the work in a position to fix what's slow, today.

CIOs and operators

Prove value before a large rollout.

Start with one workflow, measure time saved and KPIs, then scale only what earns trust.

Admins and team leads

Let teams create without losing control.

Admins define boundaries for data, tools, actions, connectors, and review. Users share useful buttons inside those boundaries.

Salesforce partners

Turn workflow knowledge into repeatable delivery.

Launch buttons fast, show measurable adoption, and promote proven patterns into paid workflow implementation work.

The problem

Every fix needs a ticket. Every ticket needs a queue.

A rep needs a case summary before a call that starts in five minutes. Ops is rewriting the same handoff note for the third time this week. The fix is almost always small, but it still means a ticket to an admin, a request to a developer, or a services project scheduled for next quarter — and by the time it ships, the moment that needed it has passed. The governed path becomes the easy path.

Emails

Customer history, requests, follow ups, and context live buried in inboxes.

Tickets

Support and ops teams repeat the same diagnosis, routing, and responses.

Handoffs

Sales, service, ops, and finance lose context when work crosses teams.

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.

“
This is going to save us hundreds of thousands of dollars.
Operations leader
Medical equipment company
Studio chat showing a saved prompt buttonStudio chat showing a saved prompt button
Studio chat showing a saved prompt button
Admin console showing boundaries and review rulesAdmin console showing boundaries and review rules
Admin console showing boundaries and review rules
Prompt button library for shared Salesforce actionsPrompt button library for shared Salesforce actions
Prompt button library for shared Salesforce actions
Usage and ROI dashboard showing estimated time savedUsage and ROI dashboard showing estimated time saved
Usage and ROI dashboard showing estimated time saved
From real deployments
8h → 45mWeekly workflow time reduced from 8 hours to 45 minutes.
about 10xFaster decisions on that workflow - 8 hours a week down to 45 minutes.
Measured from day one

Every button becomes a business case.

ConvoPro tracks button usage, estimated time saved, and workflow KPIs so teams can see which governed workflows are worth scaling.

1

Estimate time saved

Each prompt button has a time saved value, such as 3 minutes for a summary or 8 minutes for a handoff note.

2

Track usage

ConvoPro counts button usage across users, teams, and workflows so leaders can see what is actually adopted.

3

Promote what works

The best buttons become workflows with KPIs like cycle time, first response time, case throughput, renewal prep time, or routing accuracy.

Example ROI viewMeasure before you scale
Create Handoff Note312 uses5 min saved per use
Estimated time saved26 hrsExample monthly view
Data changes reviewed18Human confirmed actions
Promotion statusReady for workflowBased on adoption
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.

1
Case and support work

Service Pack

    2
    Cross team handoffs

    Ops Pack

      3
      Sales and renewals

      Revenue Pack

        4
        Consultancy delivery

        Partner Starter Pack

          Studio + Console

          The platform behind bottom-up governed workflows.

          Studio helps users discover and save useful AI actions. Buttons & Flows turn repeated work into shared team assets. Console gives admins and partners the control plane to define boundaries, set review rules, measure usage, and scale what works.

          Start with users

          Studio

          Line level teams use AI inside Salesforce to summarize, draft, analyze, find context, and act inside existing access.

          The bridge between them

          Prompt Buttons & Workflows

          Turn repeated tasks into shared prompt buttons, then graduate the best ones into multi step workflows with human review for data changes and KPIs.

          Govern the system

          Console

          Define boundaries, govern prompt buttons and workflows, manage models and connectors, set human review rules, and track usage, savings, and audit.

          Capabilities

          Concrete Salesforce AI actions, controlled from the start.

          Worker tools, Console controls, and the governed layer in between, built around the path from chat to buttons to flows to governed workflows.

          For workers

          Studio

          • Summarize records, emails, files, and threads
          • Recommend the next best step
          • Draft replies, notes, and updates
          • Take permission aware actions inside Salesforce
          • Save repeated prompts as buttons
          • Suggest buttons from repeated usage patterns
          For repeated work

          Buttons & Flows

          • Shared team button library
          • Time saved tracking per button
          • Promote buttons into governed flows
          • Human review steps before action
          • Tool and field level permissions
          For admins & partners

          Console

          • Define boundaries for user created buttons
          • Manage models, connectors, and credentials
          • Set permissions, roles, and review rules
          • ROI dashboard for usage and time saved
          • KPI tracking for flows and governed workflows
          Platform & add-ons Salesforce-aware workflow layer Multi model support Connector governance Full audit logs Partner deployment AI usage at cost
          Governance & trust

          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.

          Data accessChoose which objects, fields, files, and external sources AI can use.
          ActionsControl which drafts, updates, routes, and governed workflows can run.
          ReviewRequire human confirmation before data-changing actions run.
          AuditSee who used what, what data was used, and what action happened.
          SpendMonitor usage, model activity, and team level adoption.
          RolloutSet which buttons, flows, and governed workflows are available to teams.
          Boundary settingsExample policy view
          Salesforce accessFollows user permissions
          ObjectsCase, Account, Opportunity
          FieldsAllowed by permission set
          ConnectorsAllowed sources only
          ActionsDraft, summarize, update
          ReviewRequired for data changes
          Agents Flows Permissions Connectors Audit
          Console · audit & permissions view1Audit log2Permission mapConsole · audit & permissions view

          Specific compliance claims are published only when verified and documented. AppExchange security review status appears here once complete. Request security documentation.

          Why ConvoPro

          What makes ConvoPro different.

          Most AI tools bolt on alongside Salesforce. ConvoPro lives inside it. It cuts cost, extends your reach beyond licensed users, and unifies your stack around your source of truth.

          Dramatically lower cost

          about one-fifth the cost of Agentforce’s flat-fee add-on plans

          Per-seat pricing plus AI usage at cost, instead of metering that climbs with every use. Model your own scenario in the Cost Modeler.

          No Data Cloud program required to start

          Works with Salesforce as the governed system of action. No broad Data Cloud migration program required to validate a first governed workflow.

          Skip Experience Cloud licenses

          Reach customers and field staff with QR code forms, dynamic forms, and PDF ingestion, with no Experience Cloud seats to buy.

          Model agnostic

          Use the approved model configuration that fits the workflow, and switch providers anytime without lock in.

          Lives in Salesforce

          A chat interface, LWC components, and dashboards your team already uses, with Salesforce aware access and writeback.

          Visual agent builder

          Build, govern, and ship agents, prompt buttons, and flows without writing code.

          Enterprise grade security

          Permission aware, fully audited, and governed to enterprise standards. Admins control what AI can see and do.

          A pipe for your data

          Bring formatted and unformatted data into Salesforce, from documents and emails to notes and records, ready to use.

          Salesforce as source of truth

          Every action and insight writes back to Salesforce, so your records stay the system of record.

          Cost comparison is illustrative, based on published list pricing. See the full ConvoPro vs. Agentforce comparison →

          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.

          Plan a One Workflow PilotSee how it works →