Saplyn – The AI Process Coach for Salesforce
Unify human and AI guidance inside Salesforce.
Overview
Saplyn transforms your process into an AI-powered coach that guides users across Salesforce and Agentforce. Combine visual process maps, real-time nudges, and adaptive AI context to deliver process-aware guidance that aligns human and AI Agent actions.
See How Saplyn – The AI Process Coach for Salesforce Works
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
Saplyn helps organizations turn their processes into an intelligent, AI-powered coach for every user—human or digital. Our visual process maps capture your organization’s real business logic and context. Those maps then power: Real-time nudges that guide users inside Salesforce with the right steps, insights, and content. Exactly when they need it AI context and a ChatGPT integration that give both humans and agents (Agentforce & BYOM) process-aware intelligence and conversational understanding This combination means your people and your AI work from the same playbook—following the right process, every time. With Saplyn, you can: - Deliver dynamic, in-context nudges that coach users through any workflow - Feed process-aware context into Agentforce to improve AI accuracy, reliability, and trust - Connect directly to ChatGPT using your own API key for secure, org-specific AI assistance - Reduce token costs and simplify prompts through process-based context retrieval (RAG-lite approach) - Easily maintain full control over process logic and AI guidance. Saplyn evolves with your business, empowering teams to continuously improve how humans and AI collaborate within Salesforce.
Categories
- Business Needs
- SalesCustomer ServiceData Visualization
- Industries
- Financial ServicesManufacturingProfessional Services
- Personas
- AdministratorConsultantSales Representative / Manager
- 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.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceManaged Package