A native Salesforce package - drafting, scoring, summaries and answers on every record.
Practical AI for the work reps already do - analyzing records, drafting outreach and scoring pipeline, without ever leaving Salesforce.
One click on any Account or Opportunity generates a complete meeting brief - company news, opportunity history, recent activity, talking points and a printable PDF. From 20 minutes of prep to 30 seconds.
Every Lead and Opportunity gets an AI score 0-100, based on your historical won/lost patterns, data completeness and engagement signals.
Ask questions about your Salesforce data in natural language. "How many leads closed this month?" - instant SOQL-powered answers, respecting sharing rules and FLS.
One click to get a full AI analysis of any Lead, Account, Opportunity or custom object - highlights, risks, fit signals, missing info, next steps.
Generate personalized outreach emails tailored to the record context. Edit and send directly from Salesforce with the built-in email composer.
AI proposes 5-8 concrete, prioritized action items per record. Convert them to Salesforce Tasks with one click - due dates and priorities included.
Instantly research any company or contact from within Salesforce. Fresh news, LinkedIn signals, funding rounds, company insights - no leaving the CRM.
Build your own AI actions tailored to your sales process. Visit reports, qualification scoring, competitor analysis - anything your team needs, reusable across the org.
Export AI analyses, meeting briefs and record insights as formatted PDFs. Custom branding supported. Save to Salesforce Files or email directly.
Switch between OpenAI, Claude and Azure AI. Use your own API keys - you control costs, provider choice, and data residency.
AI Engine lives in the Salesforce Utility Bar - always accessible, context-aware, available on any record page without navigation.
Permission Sets, seat-based licensing and feature restrictions by profile or role - plus a dashboard showing who uses AI, tokens consumed and estimated cost per user, feature and day.
Point a phone, dictate a note - AI Engine does the data entry, the research and the follow-ups.
Included in AI Engine. Photograph a business card, a storefront - or just describe who you're looking for. AI creates the Lead or Account, researches the company on the web, scores the fit against your sales playbook, finds official contacts and suggests follow-up tasks. Everything reviewed by you before a single record is saved.
A custom build on AI Engine for a European packaging manufacturer. Field reps dictate their visit notes and snap photos - AI writes the full visit report with topics, attendees and follow-up tasks with due dates, attachments included. Report time dropped from 20 minutes to under 3. Need a custom AI workflow like this? Let's talk.
Ask questions about your Salesforce data in natural language. "How many leads closed this month?" - instant SOQL-powered answers, respecting sharing rules and FLS.
Every Lead and Opportunity gets an AI score 0-100, based on your historical won/lost patterns, data completeness and engagement signals.
One click on any Account or Opportunity generates a complete meeting brief - company news, opportunity history, recent activity, talking points and a printable PDF. From 20 minutes of prep to 30 seconds.
One-click install from a packaging link into production or a sandbox.
Point a Named Credential at OpenAI, Claude or Azure with your own key.
Choose which objects and fields the assistant can read. Admin-controlled.
It appears on record pages and the Utility Bar - desktop and mobile, day one.
AI Engine isn't a black box bolted onto your CRM. You choose the provider, bring your own keys, write your own prompts, and decide exactly what it can see - and it inherits the security model you already trust.
We've rolled out AI Engine and Magic Visit Reports, an AI-powered tool built directly into Salesforce, and the feedback from the sales team has been genuinely impressive. Instead of spending time writing up visit notes after every client meeting, reps simply dictate what happened and the tool generates a structured report - complete with follow-up tasks - in seconds. It's one of those changes that sounds small but has made a real dent in admin time and kept the team focused on selling.
- Krzysztof Stopka, CTO · Abriso JiffyEach product has its own page: what it does, how it works and how to roll it out.
Give Salesforce users a practical AI assistant for summaries, questions, insights and follow-up actions directly inside the CRM.
Every Lead and Opportunity scored 0-100 - with a written reason and a recommended next step, based on your own won/lost history. No Einstein add-on, your own AI provider key.
Generate personalized outreach, follow-up and service emails using Salesforce record context without copy-pasting data into external tools.
Use AI inside Salesforce with clear admin control over objects, fields, provider connections and what data can be included in AI prompts.
Connect Salesforce with OpenAI, Claude or Azure OpenAI to power record summaries, scoring, email drafting and CRM automation.
Have questions and want to try AI Engine in your organisation? Write to us!
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