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iDialogue - AI-Powered Document Generation and File Processing
iDialogue - Bring Your Data to Life
- Industries
- Horizontal ProductHigh TechProfessional Services
- Business Need
- SalesDocument ManagementAdmin & Developer Tools
- Requires
- Sales Cloud
- Compatible With
- Sales CloudRevenue CloudRevenue Cloud CPQ
iDialogue is your all-in-one AI-powered content generation and intelligent document processing solution (IDP) for Salesforce.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudRevenue CloudRevenue Cloud CPQ
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- iDialogue/2.130 2.130.0
- Listed On
- 09/15/2019
- Latest Release
- 08/10/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 60Custom Tabs: 37Custom Apps: 5
- Lightning Components
- Global: 20App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
iDialogue brings the power of ChatGPT and Intelligent Document Processing (IDP) to Salesforce, offering a turn-key AI solution for Admins and Developers seeking to transform how they generate, share and process files. With iDialogue, your Salesforce org is equipped to automate key tasks across Marketing, Sales, and Support, providing smarter, faster, and more personalized experiences. Content 360° architecture Marketing ✔ Lead management enhanced with AI-driven scoring, email automation, and smart cadences. ✔ Generate 1:1 personalized emails and PDFs ✔ Engage customers with conversational AI, including FAQ chatbots Sales ✔ Empower your sales team with AI-driven quote agents, guided sales interactions, and CPQ automation. Auto-generate quotes and contracts, all backed by intelligent content recommendations and eSignature support for faster time-to-close. Onboarding ✔ Automate document-driven processes using AI and secure document rooms. Support ✔ Streamline customer support with AI-powered email-to-case automation, enabling faster resolutions and customer self-service through AI-driven knowledge bases and chatbots integrated with Salesforce.
Need help?
Pacific Apps Inc
San Francisco CA United States
Phone, email, web conference, and Slack support. We are a very support-focused company. Your implementation is guaranteed to succeed!