Generate personalized outreach, follow-up and service emails using Salesforce record context without copy-pasting data into external tools.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Create outreach and follow-up emails based on CRM fields, deal context and customer notes.
Users review, edit and approve drafts before anything is sent or logged.
Use Lead, Account, Contact, Opportunity, Case or custom object data in controlled prompts.
Admins can define repeatable templates for sales, service and account management workflows.
Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.
Admin-led setup Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.
OpenAI, Claude, Azure OpenAI Choose the provider that fits your security, compliance and cost requirements.
Works with custom CRM processes Use standard and custom Salesforce objects, fields and child records depending on your use case.
Let the AI write a personalised outreach email from the record's history, edit it and send it from Salesforce.
Get the sentiment, hidden objections, open questions and a suggested reply for an email or a whole thread.
The playbook tells the AI who your company is, how you sell and what it must not say. What each section is for and how to write it.
The share of juniors in the Polish Salesforce ecosystem dropped from 13.66% to 5.85%. AI is absorbing entry-level tasks, but this isn't the end of junior roles - it's a transformation.
August 10, 2026Read moreOnly 19.7% of neurodivergent people in the Polish Salesforce ecosystem feel fully comfortable disclosing it. Igor Leleń, a Business Analyst with ADHD, explains how American recruitment differs from Polish.
August 6, 2026Read moreSF Admin Simulator is a free browser game for learning Salesforce admin work, built by Łukasz Kiwiński. Fundacja TeamCo & Friends highlights it as an initiative that answers a real market problem: the disappearance of entry-level tasks.
July 31, 2026Read moreHave questions and want to try AI Engine in your organisation? Write to us!
