Hour 1
ConvoPro spins up the tenant and gives the Salesforce admin access.
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.
Salesforce-native Admin-scoped connectors Human review gates Audit trails No permission bypass
Day One01 02 03
What happens on day one.
ConvoPro is designed to make the first governed workflow concrete quickly without pretending setup is magic.
Admin setup
The admin invites users and configures permission groups.
Workflow pilot
The team starts with one repeated Salesforce workflow and defines review rules before data-changing actions run.
Automation ladder
The ladder: chat, button, workflow, agent.
Try it in chat. Save what repeats. Guide what needs structure. Automate what proves reliable.
01
ChatAsk, 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 led02
Prompt ButtonSave what repeats
Repeated prompts become reusable, governed actions that teams can share and reuse in one-click.
Shared inside admin-defined boundaries. Usage is tracked automatically.
Shared03
Guided WorkflowStructure 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 gated04
Agentic AutomationAutomate 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
A prompt button running inside a real Salesforce record.
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.
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
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.
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.
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.
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.
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.
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 governanceConvoPro manages model access through approved Claude, OpenAI, and Google provider configurations.
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.
Does Salesforce Professional work?+
Yes. Salesforce Professional works, and the recommended pilot path is sandbox-first before broader rollout.
Do we need to bring our own model key?+
No. ConvoPro uses ConvoPro-managed provider access. Publicly supported providers include Claude, OpenAI, and Google, with provider availability governed by workflow configuration.
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.
