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REINA AI Agent | Governed by Design. Built to Scale. Ready to Deploy.
Governed AI for Faster, Defensible Decisions in Salesforce
Overview
REINA AI is governed-by-design agentic AI system built on Agentforce. It enables teams to analyze, summarize, and answer questions about complex documents directly in Salesforce, while preserving human oversight, traceability, and enterprise governance.
Faster, Defensible Decisions: Reduce document backlog and accelerate decision-making directly in Salesforce—without sacrificing accountability or human judgment.
Governed by Design: Built to operate within enterprise controls, with permission-aware access, traceability, and audit readiness embedded from day one.
Rapid Time to Value: Deploy quickly with immediate document analysis capabilities, then expand functionality incrementally as needs evolve.
Built as a System, Not an Assistant: Architected to support multiple coordinated AI capabilities over time—without rework or unmanaged risk.
Salesforce-Native and Agentforce-Ready: Aligned with Salesforce security, data models, and Agentforce governance expectations.
Built for High-Accountability, Document-Heavy Workflows: At launch, REINA AI enables organizations to analyze and work with PDFs, scanned forms, and image-based documents linked to any record.
Governed-by-Design Architecture: REINA AI embeds governance into the core of the system—not as an add-on —so teams can move faster while maintaining clear ownership, accountability, and confidence in their decisions.
Available on Salesforce AgentExchange Marketplace: REINA AI is available as an independent solution on the Salesforce AgentExchange marketplace and can be installed on Salesforce instances without dependency on a single REI product.
REINA AI is a governed-by-design Agentforce solution that delivers AI-powered document intelligence directly within Salesforce. Business Impact: • Accelerates decisions in document-heavy, high-stakes workflows • Reduces manual review with defensible, explainable outputs • Provides partners a reusable foundation to deploy AI faster Designed to Scale Responsibly: • Architected to add new AI capabilities incrementally while maintaining governance, consistency, and oversight—enabling organizations to move quickly today and scale safely over time. Technical Foundation: • Built natively on Salesforce Agentforce and delivered via AgentExchange • Analyzes PDF and image-based documents attached to Salesforce records • Supports summarization, document-aware Q&A, and configurable analyses Governance and Control: • Permission-aware by default, respecting Salesforce access controls • Responses linked to source documents for traceability • Human-in-the-loop review for higher-impact decisions • Versioned AI instructions with audit-ready activity logging
Categories
- Business Needs
- SalesProductivityCustomer Service
- Industries
- Horizontal ProductPublic Sector
- Personas
- Business UserExecutiveService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package