IntelliSales

Data Exploration and Visualization Using Natural Language

Personal Dashboard: Each user has a personal dashboard which can manage using natural language commands

Auto-Filtering in Account Pages: When used in an account page, the data is automatically filtered to that specific account.

Granular Access Control: Admins can manage users' access at table-level and row-level.

Data Obfuscation: Admins can mark some columns to be obfuscated for some user groups. Obfuscation is done using dynamic data masking.

Ability to Export Data as an Excel File or Save Charts as an Image

Data Verification: Users can ask the chatbot to explain how it generated the result to verify data accuracy.

Context Awareness: IntelliSales answers the user's question taking into account their previous questions.

Salesforce Automation (e.g. users can create notes and tasks, and draft emails using voice commands)