FileSage: Conversational AI for Document Analysis in Salesforce

FileSage is an AI-powered tool designed to bring conversational intelligence directly into Salesforce, enabling users to analyze and interact with documents through natural language. It allows seamless uploading of various file formats—such as PDFs, Word, Excel, and images—and provides instant insights via a chat interface within the Salesforce environment. Built for enterprise teams, FileSage integrates deeply with Salesforce to support workflows across sales, support, legal, compliance, and operations. With secure and private processing, role-based prompt libraries, and interactive chat UI, it enhances productivity by turning static documents into dynamic, actionable resources.

Key Features:

• Conversational Document Analysis: Chat with your documents directly in Salesforce.
• Universal File Support: Upload PDF, DOCX, XLSX, TXT, and more.
• Lightning-Fast Insights: Get instant answers and summaries from your data.
• 360° Salesforce Integration: Seamlessly works within the Salesforce ecosystem.
• Secure & Private Processing: Ensures data privacy and compliance.
• Role-Based Prompt Library: Tailored prompts for different user roles.
• Interactive Chat UI: Intuitive interface for natural conversation.
• Salesforce Actions: Automate tasks like logging summaries or triggering Flows.

Pricing: FileSage offers a freemium model with a free tier and premium subscription options.

Conclusion: FileSage empowers Salesforce users to unlock the full potential of their documents with intelligent, conversational AI—making data accessible, actionable, and secure across teams.