MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
UiPath CX Companion SF Plugin/ver 1.2 1.2.0
Listed On
04/02/2026
Latest Release
04/02/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/23/2026

Additional Details

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.

Need help?

UiPath Inc.

New York, NY 10017

Other ResourcesTerms & Conditions