Saplyn – The AI Process Coach for Salesforce

Fast, simple, no-code setup 🔴 Intuitive, visual process mapping—easily create and modify conditions 🔴 No-code setup anyone can use, not just Salesforce admins 🔴 Get up and running in minutes, no complex configurations or the need for consultants

Your AI Process Coach 🟠 Saplyn surfaces your organization’s processes directly in the flow of work 🟠 Users can ask Saplyn’s AI coach for more detail and next steps 🟠 Connect your own ChatGPT API key to enable secure, process-aware AI coaching

Intuitive design 🟢 Focus on user experience and clean design make process creation and usage easy 🟢 Provide a visual, intuitive way to manage sales processes that’s clear and actionable 🟢 Designed for end users, not just admins, making adoption easy

Evolves with your business 🔵 Easily adjust process logic, AI context, and nudges on the fly without needing an admin or developer. 🔵 Designed for ongoing process optimization, allowing teams to tweak and improve without breaking things.

Built to scale 🟣 We're excited about future use cases beyond nudges, such as approvals, automation triggers, and insights. We'll be working with our customers to provide more value over time to our product.

Empower Agentforce with Trusted, Process-Aware AI Context 🟡 Give AI agents real-time awareness of your processes to improve accuracy and trust. 🟡 Reduce token costs and prompt complexity 🟡 RAG lite approach of knowledge retrieval from process maps

Condition-based, real-time nudges 🟠 Delivers dynamic nudges and content directly inside Salesforces UI, based on real-time conditions. 🟠 Helps sales reps stay on track at each step of the process rather than just automating behind-the-scenes actions