Smart Actions is a freemium Salesforce-native application designed to deploy AI and GPT automation directly into any sales or service/support process within Salesforce. It features an intuitive Prompt Builder and extensive customization options, empowering users to automate manual and complex tasks with ease. The application seamlessly integrates with leading AI models such as ChatGPT, Gemini, Claude, and Einstein, allowing AI-driven processes to be launched at the click of a button. By leveraging AI to analyze multiple Salesforce fields, Smart Actions can generate useful summaries, enhance data management, and enable highly personalized communication with prospects and customers. This leads to increased efficiency, saving time and resources by automating repetitive tasks, and helps optimize conversion rates through relevant and targeted communications. The app's ability to summarize use cases and critical information ensures the delivery of targeted content, boosting overall business performance. Smart Actions aims to revolutionize Salesforce processes by providing a powerful tool for next-generation automation, suitable for businesses looking to transform their productivity.

Features & Benefits

• Salesforce-Native AI Automation
  • Seamlessly integrates AI automation into Salesforce workflows, allowing for one-click deployment to enhance any Sales or Service/Support process.
• Custom Prompt Builder
  • Empowers users to create tailored prompts with powerful customization options, similar to building custom GPTs via OpenAI.
• Broad AI Model Integration
  • Connects with leading AI technologies including ChatGPT, Gemini, Claude, and Einstein, providing flexibility in AI model choice.
• Streamlined Task Automation
  • Automates manual and complex tasks, enabling click-to-launch actions that significantly increase efficiency and save time and resources.
• Advanced Data Analysis & Personalization
  • Analyzes multiple Salesforce fields to generate useful summaries, enhance customization, and send highly personalized content to prospects and customers, optimizing conversion rates.
• Comprehensive AI-Powered Use Cases
  • Offers a wide range of pre-defined and customizable AI automation use cases for sales and service teams.
  • Enrich a Lead: Prioritize and assign hot leads dynamically.
  • Reassign a Lead: Effortlessly reassign leads based on skills, availability, or workload.
  • Notify Sales Team: Instantly alert teams of new leads or updates.
  • Triage a Case: Classify and prioritize cases based on urgency.
  • Escalate a Case: Automatically escalate cases requiring higher attention.
  • Deflect to Chatbot: Route simple inquiries to AI-powered chatbots.
  • Qualify a Lead: Automatically qualify leads based on AI-analyzed criteria.
  • Prioritize a Lead: Score and prioritize leads based on potential value.
  • Trigger a Swarm: Gather experts for high-stakes cases/leads.
  • Analyze Sentiment: Gauge customer sentiment from communications.
  • Schedule Follow-ups: Automate follow-up tasks and reminders.
  • Assign to Best Agent: Match cases/leads to the most suitable agent.
• Extensive AI Automation Actions
  • Provides a variety of available actions that can be automated with AI.
  • Add Case Comment
  • Add to Case Team
  • Add User to Case Team
  • Add to Opportunity Team
  • Auto-convert Lead
  • Call ChatGPT Text
  • Call Flow
  • Create Task
  • Email Notifications
  • MS Teams Webhook Notification
  • Salesforce Notification
  • Slack Webhook Notification
  • Update Field Using AI Prompt