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?

Visit Salesforce Help

Give Us Feedback

iDialogue - AI-Powered Document Generation and File Processing

By Pacific Apps Inc

iDialogue - Bring Your Data to Life

$149 USD/company/month

Discounts available for nonprofits

Pricing Details

Industries: Horizontal Product
High Tech
Professional Services

Business Need: Sales
Document Management
Admin & Developer Tools

Requires: Sales Cloud

Compatible With: Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

More Details

iDialogue is your all-in-one AI-powered content generation and intelligent document processing solution (IDP) for Salesforce.

Highlights

Document Generation ✔ Pre-built library of document templates ✔ No merge tags or field mapping required ✔ AI-assisted document configuration and generation ✔ No coding required ✔ Flow GPT - Orchestrate doc gen processes

Intelligent Document Processing ✔ OCR extraction of images, PDFs and more ✔ AI Agents that read documents and images ✔ AI extraction of unstructured file information to structured Salesforce records.

iDialogue CX (Customer eXperience) ✔ Securely send customers personalized links to document "rooms" ✔ Embed AI ChatBots in websites, landing pages, rooms ✔ Intelligent emails ✔ Audit-trail and dialogue activity