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UiPath CX Companion Salesforce Plug-in

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

Overview

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.

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See How UiPath CX Companion Salesforce Plug-in Works

  • 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.

CX Companion is a productivity workspace built as a customizable Apps template that enables contact center representatives to view, run, and track automations, apps, and agents based on the context of incoming calls or service requests. It can be embedded in Salesforce (out of the box), embedded in other third‑party systems, or used standalone. With CX Companion embedded, agents can: • Access a 360° customer view by pulling data from the host system. • See and run the most relevant UiPath actions (automations, apps, agents) driven by case/account context. • Launch workflows that reduce swivel-chair work by executing steps across systems while the agent stays in Salesforce • Track execution status (start/end), and streamline handoffs with attended and unattended execution options.

Categories

Business Needs
Productivity
Customer Service
Industries
Horizontal Product
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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