Product

From first chat to governed automation: how ConvoPro works.

ConvoPro is three connected surfaces, Studio, Prompt Buttons and Flows, and the Admin Console, for turning repeated Salesforce work into shared actions, guided workflows, and, once a pattern proves itself, automation. Every capability on this page runs inside Salesforce permissions, admin-defined boundaries, and human review.

Salesforce stays the source of truth. Nothing here bypasses a permission your admin already set.
Plan a One Workflow Pilot
Salesforce-native Admin-scoped connectors Human review gates Audit trails No permission bypass
Product flow

The 90-second product flow.

Start with work already happening in Salesforce. Save what repeats as a governed button. Add review where risk increases. Measure what should scale.

01

Start in Salesforce

A user works from a Case, Account, Opportunity, file, or related workflow context.

No separate AI workspace to teach first.
02

Ask, draft, summarize, or prepare

Studio uses approved context to help with the repeated work: summarize, extract, draft, classify, or prepare a next step.

Useful work starts before a full automation project.
03

Save what repeats

The repeated request becomes a governed prompt button with packaged context, instructions, output format, allowed tools, and review behavior.

Team knowledge becomes reusable.
04

Review and measure

Data-changing actions can route through human review. Usage, estimated time saved, reviewed actions, and promotion readiness are tracked.

Scale decisions are based on adoption and safety, not guesses.
Automation ladder

The ladder: chat, button, workflow, agent.

Try it in chat. Save what repeats. Guide what needs structure. Automate what proves reliable.

01
Chat

Ask, summarize, act

Users ask, summarize, draft, retrieve context, and take simple actions inside Salesforce, no setup, no ticket.

Runs inside the user's existing Salesforce permissions.
User led
02
Prompt Button

Save what repeats

Repeated prompts become reusable, governed actions that teams can share and reuse in one-click actions.

Shared inside admin-defined boundaries. Usage is tracked automatically.
Shared
03
Guided Workflow

Structure what proves useful

Proven actions become structured, multi-step workflows with input validation, human review, and Salesforce write-back.

Data-changing steps route through human review before they run.
Review gated
04
Agentic Automation

Automate what proves reliable

Trusted workflows run unattended, with exception handling, escalation to a human owner, and full audit built in.

Admin-approved, continuously audited, and escalates on exception.
Automation only after proof
Prompt button running inside Salesforce
A prompt button running inside a real Salesforce record.
Day one

Live on day one.

“Useful on day one” is a claim most AI platforms cannot put a clock on. Here is what the first day actually looks like.

  1. Hour 0
    Tenant provisionedConvoPro spins up your tenant and hands admin access to your team — about an hour, on our side.
  2. Hour 1
    Connect SalesforceYour admin connects the org and applies permission groups. ConvoPro follows the roles and sharing rules you already manage.
  3. Hour 2
    Invite the teamUsers get access scoped to admin-defined boundaries. No developer queue, no services project.
  4. Same morning
    First chat in StudioA user summarizes a real record, drafts a reply, and finds context inside Salesforce.
  5. Before lunch
    First prompt button savedThe task your team repeats most becomes a one-click, shared action.
  6. That afternoon
    Usage on the dashboardAdoption, time saved, and reviewed actions start accruing from the first run.
What you need before day one
  • A Salesforce org — Professional Edition and up
  • An admin who can install a managed package
  • Sandbox first if you prefer — install there and promote when ready
  • No model API keys — ConvoPro provides governed access to Claude (Anthropic), OpenAI, and Google models
  • One repeated workflow to start with

Timings reflect a typical first day. Your admin sets the pace, and data-changing actions require human review from the first run.

Platform

Three surfaces. One governed path.

Users create and reuse. Admins govern. Leaders measure what should scale.

01For frontline work

Studio

Chat with Salesforce context, then save what repeats as a shared prompt button.

    02For repeatable work

    Prompt Buttons & Flows

    Governed one-click actions that promote into structured, multi-step workflows.

      03For admins and leaders

      Console

      One control plane for permissions, connectors, models, review, and audit.

        What's inside a prompt button.

        Every prompt button is the same object under the hood, which is what makes it governable.

        ContextThe Salesforce records, files, or MCP context the button is allowed to read.
        InstructionsThe approved prompt template, not free text the user writes each time.
        Output formatThe structure the result must follow before it can be reviewed or written back.
        Allowed toolsThe specific read and write actions the button can invoke.
        Next stepWhat happens after: nothing, a review queue, or a Salesforce write-back.
        ConvoPro Studio
        Studio

        Don't just chat. Analyze. Act.

        Studio reads Salesforce context the same way a teammate would, then does something useful with it.

        Extract key informationPull structured fields out of records, files, and unformatted text.
        Summarize recordsSummarize long threads, cases, and account history in seconds.
        Classify sentimentFlag urgency and tone in emails, cases, and feedback.
        Discover trendsSpot patterns across records that would take an analyst hours to find.
        Recommend actionsSuggest the next best step based on record context and history.
        Generate maps and chartsTurn territory, account, or pipeline data into a visual instantly.
        Create and update recordsTake the approved action directly on the record, in place.
        Set follow-up tasksCreate tasks, post to Chatter, or assign work without leaving the flow.
        Analyze large datasetsAsk questions across a full report or dataset in plain language.
        Governed actions

        Read freely. Write with review.

        The line between fast and reviewed isn't arbitrary, it's the same line your admin already draws.

        Ask, summarize, draft, analyze No review required by default
        Create or update a record Review required by default
        Send an email or message Review required by default
        Delete or trigger a workflow action Review required, admin configurable
        Prompt button anatomy

        What a prompt button actually is.

        Not just a saved prompt: a governed, reusable workflow asset with context, instructions, tools, review behavior, and usage tracking.

        Shared prompt buttonDraft Support ReplyExample estimate · review before send where required
        Permission-awareHuman reviewUsage tracked
        1
        ContextThe records and fields it may read: Case, Account, Contact — approved fields only.
        2
        InstructionsThe saved prompt itself, shared and versioned so the whole team runs the task the same way.
        3
        Output formatWhat comes back: a reply draft, a field-update proposal, a structured brief.
        4
        Allowed toolsWhich actions it can take — summarize, draft, update — from the admin-approved list.
        5
        Next stepWhat happens after: route to review, create the task, or hand off to a workflow.
        6
        Review ruleHuman confirmation can be required before data-changing actions run.
        ConvoPro Console
        Console

        One control plane for safe rollout.

        Admins configure identity, data, AI, and workflow behavior from a single console, instead of scattering settings across a dozen tools nobody can audit together.

        Access and identity
        Data and connectors
        AI and prompts
        Workflows and agents
        Testing and audit
        Governance

        Governance is the rail, not the brake.

        The same controls apply from the first chat to full automation. Nothing skips the rail as it moves up the ladder.

        Salesforce permissions, Every action stays inside the roles, profiles, and sharing rules your org already manages.
        Approved connectors and credentials, External systems and MCP tools are allow-listed before any user can reach them.
        Prompt templates, Shared buttons run from admin-approved prompt templates, not ad hoc user text.
        Model configuration, Admins choose which approved model or provider powers each workflow.
        Human review gates, Create, update, send, delete, and trigger actions can require confirmation before they run.
        Write-back controls, Only approved fields, objects, and actions can be written back to Salesforce.
        Tests, Workflows are tested against real scenarios before wider rollout.
        Audit logs, Every run is logged: who ran it, what data was used, and what changed.
        Escalation rules, Exceptions and failures route to a named human owner automatically.
        Exception handling

        When output needs review, the workflow should make that visible.

        Rejected, failed, or flagged actions should not silently write to Salesforce. They should route to a human decision path and remain reviewable.

        1. FlaggedA failed run or reviewer rejection flags the action before execution.
        2. RoutedThe flagged action can route to a named human owner according to configured rules.
        3. ResolvedThe owner can retry with corrections, edit the proposal, or reject it outright.
        4. VisibleReview decisions, failures, and action status should remain visible to admins and workflow owners.
        Architecture

        Where ConvoPro connects.

        Integrations are infrastructure for governed automation, not the main story. For the full architecture detail, admins and solutions architects can go deeper on the Integrations page.

        Salesforce foundation
          Approved tools and context
            Intake and files
              Capture, structure, review, write back.The same four-step discipline applies to every form, file, and inbox this product touches.
              01
              CaptureA form, QR code, PDF, or file brings unstructured input in.
              02
              StructureFields are extracted and mapped against a schema your admin defines.
              03
              ReviewA human confirms the structured data before anything changes in Salesforce.
              04
              Write backApproved data writes to the record, case, or object you choose.
              ROI

              Every button becomes a business case.

              ConvoPro tracks usage, time saved, reviewed actions, and promotion status, so teams decide what deserves workflow investment, not guesswork.

              Draft Support Reply290 uses

              4 min saved per use

              Estimated time saved24 hrs

              Example monthly view

              Data changes reviewed16

              Human-confirmed actions

              Promotion statusPromoted to workflow

              Based on adoption

              Workflow examples

              From repeated task to governed workflow.

              Four examples of the same pattern: observe, save, structure, and, once it earns it, automate.

              PDF intake to structured record

              Before

              Someone retypes data from a PDF into Salesforce by hand, often days late.

              With ConvoPro

              The PDF is parsed, fields are structured, a reviewer confirms, and approved fields write back automatically.

              Guided WorkflowHuman review required before write-back

              Email triage to task creation

              Before

              A rep reads an inbound email and manually creates a follow-up task.

              With ConvoPro

              A prompt button classifies and drafts a response, then promotes into a workflow that creates the task automatically.

              Prompt Button → Guided WorkflowTask creation requires confirmation until promoted

              QR form to case routing

              Before

              A field issue is called or emailed in and logged and routed by hand.

              With ConvoPro

              A branded QR form captures the issue, classifies urgency, creates a case, and routes it to the right queue.

              Prompt Button → Guided WorkflowRouting rules and write scope are admin-defined

              Support case summary to reviewed send

              Before

              A rep re-reads a long case thread every time before responding.

              With ConvoPro

              ConvoPro summarizes the thread and drafts a response, routed for review before it sends.

              Chat → Prompt ButtonSend action requires human review by default
              Comparison

              How this compares to what you have today.

              Standard Salesforce automation and unmanaged AI tools both leave a gap. This is what sits in between.

              CapabilityConvoProStandard automationUnmanaged AI
              Works inside Salesforce permissions Yes Yes No
              Handles unstructured input (chat, files, forms) Yes No Yes
              Admin-controlled data access Yes Yes No
              Human review before data changes Yes Configurable No
              Full audit trail of AI actions Yes Partial No
              Promotes proven patterns into automation Yes No No
              Fit

              Built to fit the stack you already run.

              No new platform to stand up, no new identity system to manage.

              Sales Cloud and Service CloudBuilt for the objects and processes already in your org.
              No Data Cloud requiredCore prompt button, form, file, and workflow patterns work without it.
              Utility Bar and Record PageShows up where your team already works, not a separate tab to remember.
              Managed package installInstalls into your org and reads and writes through your existing permission model.
              Model agnosticUse the approved model configuration that fits the workflow, switch anytime.
              Partner deliverableConsultants can package proven workflows as repeatable, billable delivery.
              FAQ

              Questions technical buyers actually ask.

              Does ConvoPro respect Salesforce permissions?+

              Yes. Every action runs through the same roles, profiles, permission sets, and sharing rules your org already manages. ConvoPro adds governance on top of Salesforce permissions, it never bypasses them.

              Does this require Data Cloud?+

              No. Data Cloud isn't required for the core prompt button, form, file, and workflow patterns described on this page.

              What actions require human review?+

              Any action that creates, updates, sends, deletes, or triggers something can be configured to require human confirmation first. Read, summarize, and draft actions can move without review by default.

              How do prompt buttons become workflows?+

              Usage and outcomes decide it, not a guess. When a button is used often enough and its reviewed actions hold up, it becomes a candidate to promote into a guided workflow with added structure, validation, and, if it earns it, automation.

              How does ConvoPro work with Salesforce Flow?+

              A guided workflow can run on native Salesforce Flow or as a ConvoPro-managed workflow, depending on the use case, your admin decides which fits. Write-back stays inside Salesforce's permission model either way.

              Can we audit what AI changed?+

              Yes. Every run is logged: who used it, what data was involved, what was reviewed, and what changed, so admins can review activity before or after wider rollout.

              Do admins control connectors, MCPs, and credentials?+

              Yes. Every connector, MCP tool, and credential is registered and scoped in the Admin Console. Users can only read from or write to what an admin has approved for their team or role.

              How does this compare to heavier AI-agent rollouts?+

              ConvoPro is designed to prove value on one workflow before you commit to a bigger platform-wide agent program. See the full ConvoPro vs. Agentforce comparison for a side-by-side breakdown.

              Where can I see the full integration and admin architecture?+

              This page covers the product end to end. For a deeper technical walkthrough built for solutions architects and security reviewers, see the Integrations page.

              Start with one workflow.

              Pick one repetitive Salesforce workflow. ConvoPro helps you test it in chat, standardize it as a button, guide it through review, and automate it only when it proves reliable.

              Plan a One Workflow PilotSee the integrations architecture →