ConvoPro: AI-Powered Automation for Salesforce

ConvoPro is an AI tool designed to automate routine tasks and amplify remarkable outcomes within Salesforce. Built as a Salesforce Managed Package, it delivers intelligent AI capabilities directly within the Salesforce ecosystem, enabling users to generate graphs, analyze files, summarize communications, create records, and automate workflows like task assignment, Chatter posts, and email sends. With features such as secure AI model connections, customizable agents, API integrations, and a modular prompt library, ConvoPro supports both ConvoPro Automate for workflow automation and ConvoPro Studio for conversational AI. Its "Human in the Loop" approval system ensures data integrity, while seamless integration with existing tools and rapid deployment (less than a week post-trial) make it ideal for teams seeking to enhance productivity and efficiency.

Key Features:

• AI-powered automation for Salesforce (e.g., case overviews, triage, routing)
• Conversational AI assistant with model choice and secure conversations
• Generate graphs, plot maps, and analyze files
• Summarize record communications and create new records
• Assign tasks, post Chatter, send emails, update opportunities
• Customizable agents, API & MCP connections, tailored tools
• Modular prompt library and "Human in the Loop" approval system
• Integration with existing tools and data sync capabilities
• AI Flows, RAG context-aware answers, and file/document processing
• Connectors for Email, Teams, Cloud storage
• Full AI Flow Library with templates
• Custom automations, data connections, usage analytics, security & compliance, AI strategy consulting

Pricing: ConvoPro offers three plans: Starter at $20/month (or $15/month annually), Growth at $30/month (or $25/month annually), and Enterprise with custom pricing. A 12-week trial is available.

Conclusion: ConvoPro is a powerful and versatile AI solution for Salesforce users, combining automation, conversational AI, and deep integration to streamline operations and unlock new levels of productivity and insight.