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IntelliSales

Visit https://intellimenta.com/products/databot for the most recent version

Overview

AI Assistant for Salesforce [Please visit https://intellimenta.com/products/databot for the most recent version]

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  • 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)

IntelliSales enables Salesforce users to "Talk" to their company database, get immediate answers and visualize data (Generative BI). It also enables users to perform some Salesforce operations using voice or text commands (e.g. creating notes, creating tasks and drafting emails).

Categories

Business Needs
Analytics
Sales Intelligence
Marketing Intelligence
Personas
Business User
Marketer
Sales Representative / Manager
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile