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UiPath CX Companion Salesforce Plug-in

By UiPath Inc.

Bring context-aware AI and automation into the Salesforce agent workspace.

No Ratings
$4   USD/user/month
Industries
Horizontal Product
Business Need
Productivity
Customer Service
Requires
Service Cloud
Compatible With
Service Cloud

Embed UiPath CX Companion in Salesforce to give service and contact center teams a context-aware workspace for launching automations, apps, and AI agents—using secure external events for real-time data exchange.

Highlights

Out-of-the-box Salesforce embedding for CX Companion using external events.

Renders CX Companion in a Salesforce LWC iframe for in-context agent experiences.

Context-driven action discovery: show the right automations/apps/agents by record type (e.g., Case, Account).

360° customer view pulled from the host environment to reduce tab-switching.

One-click execution with prefilled inputs and run tracking inside the companion workspace.

Supports attended and unattended execution (with attended mode requiring UiPath Assistant).

No data persistence in CX Companion; it operates as a UI layer over deployed UiPath assets.

Provider Details

UiPath Inc.
New York, NY 10017

UiPath is a global leader in agentic automation, empowering enterprises to harness the full potential of AI agents to autonomously execute and optimize complex business processes. The UiPath Platform™ uniquely combines controlled agency, developer flexibility, and seamless integration to help organizations scale agentic automation safely and confidently. Committed to security, governance, and interoperability, UiPath supports enterprises as they transition into a future where automation delivers on the full potential of AI to transform industries.

Pricing Details

Default

$4 USD/user/month

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