Salesforce

Quickly find information across Salesforce and notify employees when records need their attention.

Workgrid Software Salesforce Integration

Salesforce Knowledge App Details

Find and access information quickly.

Quickly find information

Surface information from Salesforce Help Center through conversational AI. Workgrid's AI capabilities allow the Assistant to quickly comb through Salesforce Help Center articles to find the most relevant answers to employee questions.

Salesforce Knowledge

Customize your AI Assistant and Build Agents with Builder

Rapidly build and customize conversational AI experiences for any use case leveraging Workgrid’s low-code/no-code builder, 50+ pre-built app templates, and hundreds of data source connectors.

Workgrid's AI Assistant can be customized to meet your organization's needs. Do you have a specific use case in mind? Build new workflows and connect knowledge sources for your AI Assistant without relying on traditional pro-code development or costly professional services.

[asset] IT-Workshop-Use-Cases