AI agents for Salesforce
Cogito AI's Salesforce connector brings your CRM into one Enterprise Data Model with your contracts, support history and finance data, so agents can answer account questions across all of it.
Connector
Salesforce
- Connects as
- CRM
- Packaged agents
- 12 across 3 teams
What Cogito AI does with your Salesforce data
- 01
Accounts in context
Salesforce records sit beside the contracts in your shared drives, the cases in your service desk and the invoices in your ERP, so a question about an account draws on all of them.
- 02
Answers that show their sources
Every answer cites the Salesforce records and documents it used, so anyone can check the source behind a recommendation.
- 03
Within your permissions
Agents only surface what each user is entitled to see in Salesforce, and every agent action is logged for audit.
- 04
Kept current
Incremental sync keeps the Enterprise Data Model up to date as Salesforce changes, so agents work from current information.
Agents that work from Salesforce
Packaged agents that draw on your CRM, grouped by team. Each one links to its team's solution.
Sales: Revenue Intelligence
- Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.More about this agent
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.More about this agent
- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.More about this agent
- Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.More about this agent
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.More about this agent
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.More about this agent
Operations: Operational Intelligence
- Customer Sentiment AnalyzerTrack customer sentiment from subtle signals, spot signs of quiet churn and link them to service status, so problems get fixed early.More about this agent
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your operations.See it in Operational Intelligence
- Pre-escalation AlertSpot customers who aren't getting the resolution they need, and step in before they escalate.More about this agent
- Renewals OptimizerLink upcoming renewals to service status and satisfaction, so unspoken issues get addressed before they cost you a customer.More about this agent
Marketing: Marketing Intelligence
Ask questions like these
Agents answer across Salesforce and your other connected systems, and show the sources.
- Should our sales team bid on this RFP, and how do we maximize win probability?
- Which deals are likely to slip out of this quarter?
- What were the main reasons for lost sales deals last quarter?
How it works
- 1
Connect Salesforce
Set up the connector with the setup wizard, and follow each sync in job monitoring.
- 2
Build your Enterprise Data Model
Key terms are extracted as Salesforce data comes in and mapped with your other connected systems.
- 3
Deploy agents
Start with the packaged agents below, or build custom agents for your own workflows.
- 4
Check every answer
Citations show where each answer came from, and the audit trail records every agent action.
Put your Salesforce data to work
Questions about connecting Salesforce or your other systems? Send us a note and we'll get back to you by email.