Salesforce Opportunity Updates

Platform

Features

AI Assistant Overview

Connect your digital workplace through a conversational interface

AI Answers

Make finding information across systems, documents, and knowledge bases easy

AI Notifications

Deliver personalized and timely alerts, tasks, and recommendations

AI Actions

Enable employees to perform tasks and submit requests

Low Code Builder

Build conversational AI experiences and automate workflows

Integrations

Simplify interactions with everyday enterprise systems

Channels

Web Client

An intuitive chat interface that brings together notifications, tasks, and information.

Browser Extension

Access information and take action from the AI Assistant wherever you are on the web.

Intranet Toolbar

Put notifications, communications, and tasks together on the intranet

Microsoft Teams

Deliver system notifications and tasks right in MS Teams

Features

An AI Assistant for Work

Explore how an AI Assistant for work can transform how employees find information and perform tasks.

Solutions

Departments

Information Technology

Solutions for IT

Communications

Solutions for Comms

Human Resources

Solutions for HR

Finance & Procurement

Solutions for Finance

Uses

Streamlined Workflows

Maximize efficiency with an AI Assistant

Knowledge Retrieval

Connect employees with the information they need

Guide Attention

Proactive alerts to improve employee experience

Intranet Modernization

Optimize your intranet

Features

An AI Assistant for Work

Explore how an AI Assistant for work can transform how employees find information and perform tasks.

Templates

The Workgrid Assistant boasts over 50+ pre-built app templates ready for immediate use.

Featured

ChromeRiver Expense Approvals

Give employees back valuable time in their day with simple, streamlined experiences for managing expenses.

Insight Genie

Use generative AI to summarize and extract key points or trends.

People Finder

Find contact information for your team members, peers, and co-workers.

ServiceNow ITSM

Streamline IT ticket creation and management through a conversational interface.

Salesforce Quote Approvals

Review and approve sales quotes while keeping submitters up to date.

UKG Time Off Balance

Provide employees with quick access to their current time off balance.

Features

An AI Assistant for Work

Explore how an AI Assistant for work can transform how employees find information and perform tasks.

Resources

Blogs

Thought leadership, product updates, and industry insights

Knowledge Center

A glossary for the digital workplace

Resource Hub

Strategic and tactical resources for the digital workplace

Help Center

Support and documentation for admins and users

ROI Calculator

What is the ROI of a Digital Assistant?

Guided Tour

A self-guided demo of the Workgrid AI Assistant.

Podcast

The Workgrid is a show about the digital workplace, technology, and everything in between.

Free Trial

Explore the powerful Workgrid AI Assistant on your own terms.

Features

An AI Assistant for Work

Explore how an AI Assistant for work can transform how employees find information and perform tasks.

About

Workgrid is helping companies improve digital employee experience

Company

Committed to employee experience

Newsroom

Get the latest news about Workgrid

Get in touch with a digital workplace expert

Partner

Let's transform digital employee experience together

Receive Workgrid news & insights directly to your inbox

Support

Visit the Workgrid Help Center

Security

Workgrid utilizes an architecture that ensures scalability, security, and reliability.

Features

An AI Assistant for Work

Explore how an AI Assistant for work can transform how employees find information and perform tasks.

Want to see Workgrid in Action?

Home

Templates

Salesforce

Opportunity Updates

Salesforce

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

Workgrid Software Salesforce Integration

Sales Updates App Details

Keep employees informed of changes to customer relationship management (CRM) records.

Sales opportunity updates

Keep employees informed on sales opportunities with automated alerts when a new opportunity has been created or an opportunity stage has been changed.

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.