Best AI Agent Builders for Salesforce - Page 3

The fastest way to integrate APIs, and run code. Pipedream is a serverless computing platform and integration platform that makes it easy for developers to create event-driven workflows and connect apps. Any API can be turned into an event stream by creating event sources. You can create event sources to listen for tweets, Github events or Airtable records. You can inspect events in a human-friendly manner, trigger Node.js workflows for every event, and consume events in your app via API. Node.js code steps are used to create workflows that run on every event. You can write your own Node.js and use any npm packages. Or you can reuse actions that scaffold popular APIs. You can trigger via sources, a custom URL, email address or SDK code, or a schedule. Connect to Auth apps once and they will continue to work in your workflow. Pipedream supports OAuth, key-based auth and handles token refresh and OAuth flow for you. Simply link accounts to steps, and include the appropriate auth information in code.

Yellow.ai is the enterprise-grade Conversational AI platform that unlocks business potential at scale. The platform is trusted across 85+ countries by 1000+ enterprises, Domino’s, Sephora, Hyundai, Biogen International, Edelweiss Broking, Siemens Limited, Waste Connections, American Bureau of Shipping, and MG Motors. Powered by Dynamic AI agents for enterprises, the company aims to deliver human-like interactions that boost customer satisfaction and increase employee engagement at scale, through its no-code/low-code platform. The company has raised more than $102M from blue-chip investors and has offices across six countries.

OPAQUE Systems delivers a cutting-edge confidential AI platform designed to unlock the full potential of AI on sensitive enterprise data while maintaining strict security and compliance. By combining confidential computing with hardware root of trust and cryptographic attestation, OPAQUE ensures AI workflows on encrypted data are secure, auditable, and policy-compliant. The platform supports popular AI frameworks such as Python and Spark, enabling seamless integration into existing environments with no disruption or retraining required. Its turnkey retrieval-augmented generation (RAG) workflows allow teams to accelerate time-to-value by 4-5x and reduce costs by over 60%. OPAQUE’s confidential agents enable secure, scalable AI and machine learning on encrypted datasets, allowing businesses to leverage data that was previously off-limits due to privacy restrictions. Extensive audit logs and attestation provide verifiable trust and governance throughout AI lifecycle management. Leading financial firms like Ant Financial have enhanced their models using OPAQUE’s confidential computing capabilities. This platform transforms AI adoption by balancing innovation with rigorous data protection.

Enhance your sales team without increasing headcount by utilizing Aktify's virtual AI agents. With Aktify, you can rest easy knowing that an infinite number of previously neglected leads will be engaged at scale, consistently funneling potential customers directly to your sales team. This is not just another SMS chatbot; the SMS AI is designed to comprehend context, informal language, and user intent. As a result, the messages your leads receive come across as if they were sent by a genuine person, ensuring that they get tailored responses in real-time. When a lead interacts, your SMS AI agent swiftly decodes the reply and determines the next course of action autonomously. Aktify’s AI agent establishes numerous touchpoints, exhibiting more assertiveness than a human representative while adhering strictly to its programmed persistence. Capable of managing thousands of conversations at once, your virtual agent can keep pace with any lead volume you generate, allowing your sales efforts to scale without limits. This innovative solution not only optimizes lead engagement but also boosts overall sales productivity.

Our outbound phone and SMS sales platform is designed to facilitate more engaging conversations, enabling you to accelerate your growth objectives significantly. The essence of boosting conversion rates lies in fostering these conversations, which in turn cultivate relationships that enhance customer experiences, drive sales, and improve retention rates. It's vital to treat your customers with utmost care, as failing to do so may lead them to seek alternatives. By leveraging branded, event-driven phone sales, our clients gain a competitive edge that propels their success forward. With exceptional engagement rates, you can begin generating increased revenue right away. Our platform boasts three times the answer rates of standard calls and offers superior engagement compared to other marketing channels. Utilize our intuitive drag-and-drop journey builder to easily design event-driven outreach via calls and texts, no matter the CRM, CDP, or customer service application you use. Be present at the optimal moment with the perfect message, and your customers will appreciate your attentiveness. You can manage calls and texts all in one interface, complete with a unified conversation history and comprehensive customer profiles, enhancing your ability to connect effectively. This streamlined approach not only simplifies your outreach efforts but also ensures that your communication strategies are consistently aligned with your customers' needs.

Glean is a Work AI platform designed to help organizations unlock the full value of their enterprise knowledge and data. By connecting workplace applications, documents, conversations, systems, and business processes, Glean creates a unified source of context for employees and AI agents. The platform delivers enterprise search, AI-powered assistants, research tools, content creation capabilities, and workflow automation within a secure environment. Glean’s permission-aware architecture ensures that users only access information aligned with their existing permissions and governance policies. The platform supports a wide range of large language models through its Model Hub, allowing organizations to leverage AI while maintaining security and compliance standards. Glean also provides AI agent orchestration, agent building tools, and automation capabilities that help teams streamline repetitive tasks and accelerate decision-making. Its enterprise-grade governance features include observability, auditability, data protection, and compliance controls. Organizations use Glean to improve knowledge discovery, reduce internal support requests, and increase productivity across departments such as engineering, sales, marketing, support, and HR. Glean helps businesses deploy AI at scale while maintaining security, efficiency, and trusted access to enterprise knowledge.

Experience a centralized hub for all your educational and informational needs. Sana is an innovative learning platform powered by AI that equips teams with the ability to discover, disseminate, and leverage the knowledge necessary for fulfilling their objectives. Enhance the learning journey for everyone by merging live collaborative interactions with tailored self-paced courses, all available in a single location. Simplify the sharing of knowledge through the capabilities of Sana Assistant, which can create questions, explanations, images, and even entire courses autonomously. Encourage active participation and excitement through a variety of interactive elements such as quizzes, Q&A sessions, polls, sticky notes, reflection cards, recordings, and much more. Seamlessly integrate Sana with your team's favorite applications, ensuring that your organization's collective knowledge remains accessible and searchable in less than 100 milliseconds. From Github to Google Workspace, Notion, Slack, and Salesforce, whatever you need, Sana is ready to provide insights from it. All of this comes together to foster a vibrant learning culture within your organization.

LlamaIndex serves as a versatile "data framework" designed to assist in the development of applications powered by large language models (LLMs). It enables the integration of semi-structured data from various APIs, including Slack, Salesforce, and Notion. This straightforward yet adaptable framework facilitates the connection of custom data sources to LLMs, enhancing the capabilities of your applications with essential data tools. By linking your existing data formats—such as APIs, PDFs, documents, and SQL databases—you can effectively utilize them within your LLM applications. Furthermore, you can store and index your data for various applications, ensuring seamless integration with downstream vector storage and database services. LlamaIndex also offers a query interface that allows users to input any prompt related to their data, yielding responses that are enriched with knowledge. It allows for the connection of unstructured data sources, including documents, raw text files, PDFs, videos, and images, while also making it simple to incorporate structured data from sources like Excel or SQL. Additionally, LlamaIndex provides methods for organizing your data through indices and graphs, making it more accessible for use with LLMs, thereby enhancing the overall user experience and expanding the potential applications.

An AI agent designed to interpret information from your ticketing systems, customer relationship management tools, knowledge repositories, and release documentation can significantly enhance the efficiency of your support teams in ticket resolution. It streamlines the process by automatically directing tickets to the appropriate department based on their content. Transitioning from a reactive support model to a proactive one is possible by identifying potential issues before they escalate. Additionally, it organizes tickets into prevalent topics and patterns, thereby enriching knowledge bases to help decrease the overall ticket volume. BREVIAN AI agents come equipped with built-in security and safety features, eliminating the need for multiple product integrations to achieve enterprise readiness. They allow for the implementation of uniform controls that are independent of your data and models. Furthermore, business teams can integrate various agents to create an intelligent network that spans across their enterprise data. This solution also facilitates knowledge extraction from both structured and unstructured data, including images, enhancing overall data utility. Overall, leveraging such technology can lead to marked improvements in operational efficiency.

At Truva, we are dedicated to enhancing both the efficiency and effectiveness of sales teams by providing them with the intelligence they need to make informed decisions and take action swiftly. Elevate your sales capabilities with our AI solutions, as Truva takes care of the mundane tasks, allowing your team to dedicate their energy to what truly counts – sealing the deal. Our platform effortlessly monitors all sales activities, including virtual and face-to-face meetings as well as email communications, ensuring that every significant detail is recorded. It intelligently extracts essential data points that align with your preferred sales methodologies, enabling you to prioritize what matters most: fostering strong relationships with clients. Moreover, Truva streamlines the process of updating your CRM by automatically inputting accurate and detailed information from each sales encounter. By eliminating the need for manual data entry, you can maintain a consistently updated and trustworthy source of information, which is crucial for effective sales strategies. With Truva, your sales team can work smarter, not harder, and focus on driving results.

These automated AI processes are designed to operate in a linear sequence, culminating in a specific result, with each phase enhancing the preceding one to ensure uniform and reliable results each time. These workflows can be stored and executed repeatedly as required, enabling the automation of various tasks, such as managing customer service inquiries or compiling, summarizing, and distributing current news through a newsletter. Additionally, establish an internal knowledge repository to equip your AI agents with the necessary information to make well-informed decisions regarding your unique projects. This may include providing documentation to empower an AI-driven customer service representative, creating a readme file to assist an AI code reviewer, or supplying product specifications to guide an AI sales representative. By doing so, you enhance the overall effectiveness of AI in your organization.

Enterprise copilots and low-code/no-code platforms have revolutionized the process of developing robust business AI applications and bots, making it quicker and more accessible than ever. With the advent of generative AI, individuals from various technical backgrounds can now foster innovation, streamline repetitive tasks, and design efficient workflows with ease. Much like the public cloud, while these AI and low-code solutions safeguard the foundational infrastructure, they do not protect the resources or data that are built on top of it. As a multitude of applications, automations, and copilots are being developed, the risks associated with prompt injection, RAG poisoning, and data leaks significantly escalate. In contrast to traditional software development, the use of copilots and low-code platforms often overlooks the crucial phases of testing, security analysis, and performance evaluation. By empowering both professional and citizen developers, organizations can enable the creation of tailored solutions that adhere to security and compliance requirements. We invite you to discuss how your team can effectively harness the power of copilots and low-code development to drive your business forward. This collaboration could lead to innovative solutions that not only meet your needs but also enhance overall operational efficiency.

AI personal assistants that adapt, learn, and remember are designed to take care of tasks, allowing you to concentrate on what is truly important, with a foundation in advanced learning models. Our AI assistant grows and evolves in response to your usage, refining its understanding of your habits and preferences with every interaction. By utilizing a new category of models known as Large Meta Learning Models (LMLMs), which continuously acquire new abilities similar to human learning, we aim to create a groundbreaking generation of versatile agents. Convergence is leading the way in developing these general agents, and we are only at the beginning of this journey. Teach it your tasks, and it not only learns but also automates them, liberating you to prioritize what truly matters. With Proxy, our innovative agent, you can delegate your tasks to a system that adapts and streamlines your workflow, enhancing focus on essential activities. This technology is transforming the operational dynamics for individuals and businesses alike, offering a tailored, flexible assistant that evolves alongside you. Picture an exceptional version of yourself that works tirelessly, learns rapidly, and manages an increasing array of responsibilities efficiently, ultimately redefining productivity. The future of work is here, and it promises to be more collaborative and less burdensome than ever before.

Dendrite is a versatile platform that operates independently of any specific framework, allowing developers to design web-based tools for AI agents that can authenticate, interact with, and gather data from any online source. This innovative system mimics human browsing actions, which aids AI applications in navigating websites and retrieving information effortlessly. It features a Python SDK that equips developers with essential resources to create AI agents capable of engaging with web elements and extracting relevant data. Dendrite’s adaptable nature ensures it can seamlessly fit into any technology stack, making it an ideal choice for developers looking to improve the web interaction abilities of their AI agents. The Dendrite client synchronizes securely with website authentication sessions already established in your local browser, eliminating the need to share or store sensitive login information. Additionally, the Dendrite Vault Chrome Extension allows users to safely share their browser-based authentication sessions with the Dendrite client, further enhancing convenience and security. Ultimately, Dendrite empowers developers to create intelligent web interactions, streamlining the integration of AI into everyday online tasks.

O-mega stands out as the first-ever productivity platform tailored specifically for multi-agent teams, empowering organizations to create AI agents that can operate independently. These intelligent agents are engineered to perform actions safely and judiciously, understanding the appropriate tools and conditions necessary for task completion. They work seamlessly across various processes, departments, roles, and levels of authorization, all while maintaining an awareness of the organization's mission, guidelines, and industry regulations. O-mega provides universal connectivity for agents to engage with any platform, API, web browser, or legacy system, such as Slack, GitHub, Dropbox, Google, Microsoft, AWS, Shopify, Salesforce, Stripe, WordPress, LinkedIn, Twitter, YouTube, Discord, Apple, WhatsApp, and many others. This extensive connectivity facilitates the automation of a wide range of business processes through agentic process automation, enabling AI agents to manage tasks that include writing and publishing content, processing invoices, onboarding new team members, and creating weekly financial summaries. Ultimately, O-mega redefines efficiency by allowing organizations to leverage AI for streamlined operations and enhanced productivity.

Questera serves as a dynamic customer engagement platform designed for growth and lifecycle teams to both formulate and implement strategies with unprecedented speed. It empowers users to either design custom AI agents tailored to their needs or take advantage of readily available pre-configured agents for seamless personalization, automatic segmentation, journey automation, and hands-free campaign management, all of which provide boundless scalability. The platform simplifies the creation of AI agents into a straightforward four-step process: first, users define the agent by inputting essential details like its name and image; next, they specify core instructions that outline the agent's goals, rules, and operating parameters; third, they select from over 75 integrations to enable abilities such as email automation, segmentation, and retargeting; and lastly, they can test and launch the agent while receiving real-time feedback on its performance. For those looking for a quicker start, Questera offers a range of pre-configured agents, including Sara, the intelligent ads retargeting agent, which specializes in generating personalized advertisements aimed at re-engaging past visitors and executing effective retargeting campaigns. This flexibility allows businesses to adapt their engagement strategies swiftly and efficiently, ensuring they can meet the evolving demands of their customers.

GPTBots provides businesses with powerful AI-driven tools that optimize customer support, lead generation, enterprise search, and data analysis. Using its no-code platform, enterprises can build and deploy AI agents quickly and efficiently, cutting down on operational costs and boosting overall productivity. The platform helps organizations automate 90% of customer inquiries, ensuring 24/7 seamless service. It also streamlines lead generation, syncing data with CRMs, and provides businesses with real-time insights to drive smarter decision-making. GPTBots is particularly beneficial for enterprises looking to integrate AI into their workflows without requiring technical expertise. The platform’s focus on customization and scalability makes it ideal for businesses of all sizes looking to future-proof their operations.

Airweave is a versatile open-source platform that converts application data into knowledge suitable for AI agents, facilitating semantic searches across multiple applications, databases, and document repositories. By providing no-code solutions, instant synchronization of data, and scalable deployment options, it greatly simplifies the creation of intelligent agents. Users can effortlessly link their data sources through OAuth2, API keys, or database credentials and begin data synchronization with minimal setup, granting agents a unified search endpoint to retrieve essential information. With support for more than 100 connectors, including popular services like Google Drive, Slack, Notion, Jira, GitHub, and Salesforce, agents can tap into a diverse array of data sources. The platform manages the complete data pipeline, covering everything from authentication and extraction to embedding and serving, and automates various tasks such as data ingestion, enrichment, mapping, and synchronization to vector stores and graph databases. Additionally, this comprehensive approach allows users to focus on building innovative solutions rather than getting bogged down by technical details.

Initiate, execute, adjust, and launch AI agents within moments. This approach is more user-friendly than traditional no-code platforms and addresses significantly more use cases through its code generation capabilities. Furthermore, it empowers users to tackle complex tasks effortlessly.

HappyRobot is an innovative operating system rooted in artificial intelligence, crafted to facilitate autonomous operations by coordinating customizable "AI workers" that comprehend your business, make smart decisions, and respond instantly. It is specifically designed to enhance enterprise workflows across various sectors such as logistics, supply chain, retail, and services, empowering you to develop AI agents capable of conversing, typing, reasoning, negotiating, scheduling tasks, processing documents, browsing systems, and escalating issues when necessary. These AI workers handle tasks through multiple communication channels, including voice calls, emails, and messages, leveraging sophisticated reasoning through large language models that are seamlessly integrated with your tools and workflows via APIs, webhooks, or browser agents. You can oversee this AI workforce from a unified "control tower," allowing you to deploy, monitor, and refine workflows in natural language or through user-friendly interfaces, providing clear insights into every task and decision made by the AI. Moreover, with the continuous evolution of AI capabilities, HappyRobot ensures your operations remain cutting-edge and adaptable to the ever-changing business landscape.

Instruct enables users to create AI agents rapidly by simply articulating the intended goals in plain language, eliminating the need for coding or intricate logic. The platform seamlessly integrates with a multitude of external tools and services, allowing these agents to perform tasks that can be initiated either manually or automatically. It encompasses the entire lifecycle of agent utilization, starting with defining the agent's objectives, followed by linking relevant accounts and workflows, and culminating in the immediate or trigger-based deployment of the agent. These agents are capable of functioning across various sectors, including finance, sales, operations, and marketing, autonomously executing complex multi-step tasks. Designed for resilience, they adapt to changes and manage unforeseen circumstances without faltering. With a focus on outcome-driven intelligence, users set the success criteria while the agent determines the most efficient route to achieve those goals. Ultimately, this innovative approach encourages users to harness AI capabilities without the barriers typically associated with technology.

Nimbus provides an AI-driven workforce capable of managing voice calls, SMS, emails, and chat interactions, ensuring that your customers receive assistance around the clock. This innovative solution automates various tasks, including lead qualification, appointment scheduling, client intake, and support services, resulting in enhanced conversion rates and outreach while simultaneously lowering operational expenses. Users can easily create and train agents without requiring any coding skills, upload their own knowledge resources such as PDFs, Word documents, and web pages, and establish guidelines to maintain the accuracy and alignment of responses with their brand. Additionally, it allows for A/B testing and behavior previews prior to deployment, ensuring optimal performance. The agents are designed to engage in multi-channel conversations while retaining complete context and can transition interactions to human representatives effortlessly. They are capable of communicating in over 40 languages and can seamlessly integrate with popular CRM platforms such as Salesforce and HubSpot. Furthermore, a live dashboard enables users to monitor crucial metrics, including engagement levels, task completions, and performance trends, and this system is engineered for quick implementation, allowing businesses to get up and running in just days instead of weeks. With its comprehensive features, Nimbus empowers organizations to enhance customer interaction while streamlining their operational processes effectively.

Google Workspace Studio enables teams to turn ideas into automation instantly using plain-language prompts powered by Gemini 3. Users can build agents without writing code, allowing anyone—from operations to sales—to automate repetitive workflows within minutes. These agents can manage complex tasks like summarizing meetings, labeling high-priority emails, translating action items, and routing attachments into Drive and Sheets. By connecting to Gmail, Chat, Calendar, Drive, Docs, and hundreds of business apps via prebuilt connectors, Workspace Studio centralizes automation across the entire workplace ecosystem. The platform offers dozens of ready-made templates so teams can quickly implement popular automations with minimal setup. Organizations benefit from improved productivity, fewer manual errors, and smoother collaboration as Studio agents run continuously in the background. With enterprise-level security, granular admin controls, and support for DLP, Workspace Studio ensures automations stay compliant with company policies. It’s the fastest way for businesses to scale AI-powered workflows across departments without requiring traditional development resources.

Girikon AI stands out as a premier provider of sophisticated Agentic AI solutions aimed at revolutionizing customer interaction and enhancing business processes. Our all-in-one Unified AI Agent Platform empowers organizations to streamline communication and automate workflows across various channels, including voice, SMS, WhatsApp, email, web chat, and more—all from a single intelligent interface. Designed specifically for contemporary enterprises, Girikon AI seamlessly integrates with top-tier CRM and business systems such as Salesforce, HubSpot, Microsoft Dynamics, and ServiceNow. This integration allows companies to provide personalized, round-the-clock customer support while simultaneously minimizing operational expenses. Utilizing cutting-edge natural language processing, workflow automation, and real-time integrations, our AI agents efficiently manage customer service inquiries, facilitate sales, schedule appointments, qualify leads, and optimize internal business operations with remarkable speed and precision. This comprehensive approach not only enhances customer satisfaction but also drives overall business efficiency.

Runbook is an independent operations platform that transforms the workflow of an operations team into AI-driven agents capable of executing tasks from start to finish within existing business systems. These agents can function across various communication channels such as phone calls, emails, SMS, Microsoft Teams, Slack, web chat, as well as within ERP and CRM systems, spreadsheets, vendor portals, and even older systems that lack APIs by utilizing browser automation. Teams articulate their workflows using simple language and supply standard operating procedures, training materials, call recordings, carrier guidelines, and historical work data to enable the agent to understand the operational processes thoroughly, including exceptional scenarios and informal knowledge. Unlike a co-pilot, the agent takes full ownership of the entire workflow, managing everything from the initial incoming request to system updates and resolution. Capable of streamlining tasks such as scheduling appointments, managing accounts payable and receivable, overseeing order processing, providing status updates, coordinating with vendors, making calls, and conducting follow-ups, the agent significantly enhances operational efficiency. In doing so, it allows teams to focus on more strategic initiatives while routine operations are handled seamlessly.