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Value Assistant
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Your All-in-One AI Business Assistant
From automation to insights, Value Assistant helps you work smarter, faster, and more efficiently — all inside Salesforce.
What is Value Assistant?
Value Assistant is a Salesforce-native AI framework that brings automation, intelligence, and engagement directly into Salesforce. It empowers teams to work smarter by automating routine tasks, generating instant insights, and enabling intelligent, multi-channel interactions — all within a secure, governed Salesforce environment.
Built to enhance productivity and decision-making, Value Assistant acts as the AI layer inside Salesforce, helping organizations transform how they work, collaborate, and grow. From automating support cases and summarizing records to powering AI-driven conversations and analytics, it seamlessly connects people, data, and actions to drive faster outcomes.
Think of it as your virtual partner that streamlines tasks, answers questions, and boosts productivity.
With Value Assistant, organisations automate repetitive workflows, gain real-time intelligence, and improve decision-making — all within their trusted Salesforce environment.
Core Features
Explore a spectrum of solutions meticulously designed to empower your business growth.
Context Aware AI Chat
Conversational AI built into Salesforce to answer queries and support workflows in real time.
Task & Workflow Automation
Eliminate manual approvals, case updates, and repetitive entries.
Smart Recommendations
Suggest next-best actions using predictive analytics and data insights.
Data Summarization & Insights
Turn complex data into concise, actionable insights. Summarize records and reports to support quick, informed decisions.
Multi-Channel Engagement
Engage seamlessly through chat, email, WhatsApp, Experience Cloud, and web portals
24/7 Availability
Your AI never sleeps — always-on assistance across time zones.
Engage. Orchestrate. Automate. Deliver.
Your AI co-pilot inside Salesforce — turning every interaction into intelligent action.
1
Connect & Engage
Capture context instantly from Salesforce, web, or WhatsApp interactions.
2
Understand & Orchestrate
AI detects intent and routes tasks to the right assistant.
3
Automate & Execute
Securely performs workflows, data actions, and Salesforce automations.
4
Deliver & Empower
Responds instantly with insights, summaries, or completed actions.
Why Choose Value Assistant?
Save Time
and
Reduce Costs
Automate manual processes and free up your team’s time.
Improve Accuracy
with AI
Reduce errors through predictive automation and clean data.
Scale
Operations
Easily
AI models adapt to your growth and workflow evolution.
Enhance Customer Experience
Offer faster, smarter, and contextual engagement.
All-in-One Salesforce AI Integration to Automate, Engage & Convert
30–50% reduction in manual workload.
50%+ boost in Salesforce adoption.
Faster response times for teams and customers.
Frequently asked questions
Discover our help desk FAQs to learn how we efficiently address your technical issues, ensuring you receive the support needed to stay productive and focused.
Value Assistant is a Salesforce-native AI framework that brings automation, intelligence, and engagement directly into Salesforce. It helps teams streamline workflows, access insights, and engage customers across multiple channels—all from one platform.
It operates natively within Salesforce using an AI orchestration framework that securely processes inputs, detects intent, and routes tasks to specialized AI assistants. Each assistant executes relevant Salesforce actions—like Flows, Apex, or record updates—within governance limits.
Unlike generic chatbots or integrations, Value Assistant embeds context-aware, multi-agent AI directly into Salesforce. It supports cross-channel engagement, intelligent reasoning, and agent-to-agent task routing, ensuring accuracy and scalability for complex enterprise use cases.
From support case handling and document summarization to record updates, survey creation, and analytics—Value Assistant automates both routine and advanced Salesforce workflows without human intervention.
Security is built in. All operations follow Salesforce’s role-based access controls, field-level security, and sharing rules. Additionally, the AI moderation layer filters and reports inappropriate inputs before data reaches your system.
Yes. It can be seamlessly embedded in Salesforce Lightning pages, LWC components, and Experience Cloud sites—allowing users to access AI-powered actions without leaving their workspace.
Absolutely. Value Assistant supports engagement through chat, email, WhatsApp, Experience Cloud, mobile apps, and web portals—ensuring a unified and consistent experience everywhere.
Clients have reported 30–50% reductions in manual work, faster response times, and higher Salesforce adoption—making operations more efficient and user experiences more intuitive.