Find and compare the best Artificial Intelligence software for Salesforce in 2026
Sort:
Use the comparison tool below to compare the top Artificial Intelligence software for Salesforce on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
-
1
Tamtam
Tamtam
Tamtam is an innovative platform that leverages artificial intelligence to empower revenue teams in generating sales pipelines, pinpointing valuable accounts, and effectively executing intricate B2B sales strategies. By employing AI agents and extensive datasets, it analyzes real-time business signals, company activities, and account-specific details, converting this information into actionable insights that assist sales teams in prioritizing leads and strategizing outreach efforts. The platform constantly monitors various signals from sources like social media, job postings, online activity, and news articles to detect companies exhibiting buying intent, subsequently creating weekly prospecting lists that showcase organizations most likely to convert into customers. In addition to this, Tamtam integrates thorough account research, automatically charting organizations, identifying key decision-makers, and equipping sales representatives with comprehensive context to enhance their interactions with prospects right from the outset. Ultimately, Tamtam aims to streamline the sales process, enabling teams to work more efficiently and make informed decisions that drive success. -
2
Rootle
Rootle AI
Rootle is a Voice AI Platform built around a KPI-first approach, beginning with clearly defined business outcomes and then designing conversations backward to achieve them. Instead of treating interactions as isolated touchpoints, Rootle orchestrates connected journeys across voice, WhatsApp, RCS, and email, ensuring every conversation contributes toward measurable business goals. By understanding user intent, maintaining context across channels, and dynamically adapting conversation paths, Rootle creates interactions that feel intelligent, responsive, and outcome-driven. Whether the objective is resolving a customer query, completing a transaction, qualifying a lead, or increasing conversions, Rootle ensures every step aligns with business priorities and customer needs. Unlike traditional automation systems that prioritize scale and call volume, Rootle focuses on business impact. It optimizes for completion rates, resolution quality, customer satisfaction, and conversion outcomes while continuously learning from interactions to improve performance over time. Designed for flexibility, Rootle adapts across industries including BFSI, education, eCommerce, hospitality, telecom, utilities, healthcare, logistics, and more. It supports diverse use cases such as onboarding, customer support, collections, reminders, bookings, retention, and lead qualification. Enterprise-ready by design, Rootle complies with Telecom Regulatory Authority of India regulations, follows Digital Personal Data Protection Act guidelines, supports Indian data residency requirements, and aligns with ISO standards to ensure strong security, privacy, compliance, and reliability across every customer interaction. -
3
Milo
Autonomous Minds
Milo serves as a robust AI data analyst, empowering teams to query, analyze, and interpret their data through natural language interactions. Rather than requiring the construction of intricate dashboards or the writing of SQL queries, users can effortlessly pose questions and receive immediate responses, along with visualizations and valuable insights. This innovative platform integrates seamlessly with company data sources, converting raw information into coherent analyses in mere seconds. It caters specifically to business teams, analysts, and product managers who require swift access to insights, minimizing the reliance on labor-intensive reporting or conventional business intelligence systems. Central to Milo's design are security and data governance, ensuring that the platform is suitable for enterprise-level environments with stringent access protocols to safeguard sensitive corporate information. By streamlining the manner in which teams engage with data, Milo not only accelerates organizational processes but also lessens the reliance on manual reporting practices, ultimately facilitating improved decision-making through real-time, AI-enhanced analysis. As a result, companies can leverage data more effectively and swiftly adapt to changing business dynamics. -
4
Azeon
Azilen Technologies
$0.89 per resolutionAzeon is an advanced Agentic AI platform built to transform customer support operations across voice, chat, and email channels. Designed for modern enterprises, Azeon combines intelligent AI agents with contextual understanding, conversational memory, and workflow automation to deliver faster, smarter, and more human-like customer interactions. Unlike traditional support automation tools, Azeon does not just respond to queries. It understands customer intent, remembers previous interactions, accesses real-time enterprise data, and takes actions across systems to resolve conversations end-to-end. -
5
Hapax
Hapax
$2.50 per creditHapax is a dedicated AI platform tailored specifically for banks and credit unions, revolutionizing the way financial organizations access information, carry out workflows, and function within stringent regulatory frameworks. In contrast to generic AI solutions that merely overlay existing systems, Hapax is engineered from the outset as a single-tenant architecture that seamlessly integrates with an institution's internal data, documents, and processes, resulting in a bespoke “Intelligence Core” for each entity. By capitalizing on over a decade's worth of proprietary financial information, which encompasses thousands of documents, discussions, and regulatory resources, it provides precise, context-sensitive insights and responses that meet industry demands. Additionally, it merges generative AI with multi-agent workflows capable of automating intricate, institution-specific tasks such as compliance checks, fraud detection, policy formulation, and decision-making support, all while ensuring rigorous governance and accountability. With its unique architecture and extensive data capabilities, Hapax stands out as an innovative solution in the financial sector. -
6
Rapider
Rapider
$899 per monthRapider is an intelligent platform powered by AI that seamlessly unifies a company’s data, tools, and workflows into a cohesive system, enabling AI agents to comprehend information and take action effectively. Acting as a "digital employee," it operates continuously to assist teams in uncovering insights, automating tasks, and executing intricate multi-step workflows across various systems. By eliminating silos, Rapider connects with numerous data sources and business applications, ensuring that information is synchronized in real-time, allowing teams to work with the most current data available. Users are empowered to create custom AI agents in a low-code environment, where they can visually define workflows, triggers, and logic or utilize natural language, all without requiring extensive technical knowledge. These intelligent agents can handle a variety of tasks, including updating records, generating reports, managing communications, and coordinating processes across platforms such as CRMs, messaging applications, and databases. This flexibility allows organizations to tailor the functionality of Rapider to meet their specific needs and optimize their operations further. -
7
WorkClaw
WorkClaw
$29 per monthWorkClaw is an advanced AI-driven platform designed to enhance collaboration, ensure security, and facilitate productive work throughout an organization. It provides teams with customizable AI assistants known as WorkClaws, which are capable of completing real tasks, functioning around the clock in the cloud, and integrating seamlessly with the tools that teams are already accustomed to using. Each WorkClaw operates independently with its own computing capabilities and can engage in collaboration via Slack, Teams, email, and over 3,000 applications, including popular platforms like Google Workspace, Notion, Salesforce, and Asana, among others. Teams have the flexibility to create multiple WorkClaws quickly, assign them to specific individuals or entire groups, and incorporate them into Slack channels for direct messaging by coworkers. These intelligent assistants can support a variety of tasks such as research, organizing schedules, drafting correspondence, managing follow-ups, generating reports, and handling data entry, among other essential workflows. When a WorkClaw encounters a task it is unfamiliar with, teams can easily develop new skills through simple conversations, implementing proven skill packs, adjusting them as necessary, and distributing those skills among team members for enhanced efficiency. By fostering a collaborative and adaptive work environment, WorkClaw empowers organizations to optimize their productivity and streamline processes effectively. -
8
Linkence
Linkence
$20 per monthLinkence serves as a secure AI copilot platform designed to enhance organizational efficiency by integrating smart search, AI agents, and knowledge management into a single workspace. Functioning as a Chief of Operations for contemporary teams, it seamlessly links with existing tools such as Gmail, Outlook, Slack, Microsoft Teams, Notion, Google Drive, OneDrive, SharePoint, Jira, Confluence, GitHub, Salesforce, HubSpot, Zendesk, and several others. The Workspace AI acts as an operational lead within the organization, handling tasks such as producing recurring reports, identifying obstacles, drafting various documents, creating Excel exports, responding to inquiries based on actual company data, and carrying out authorized actions across different business platforms. Additionally, the Customer Support AI operates as an AI lead for incoming communications, efficiently managing each message, crafting tailored responses via email and WhatsApp based on established policies and ticket information, and ensuring that sensitive issues are escalated to human representatives when necessary. By combining these functionalities, Linkence not only streamlines operations but also fosters improved collaboration across all teams. -
9
contboxx Vault
Adversign Media GmbH
$45000Most enterprise AI tools require your data to leave your network. contboxx Vault was built for organizations where that is not an option. Vault is an on-premises AI knowledge platform developed by Adversign Media. It integrates with 40+ enterprise systems, pulls content from file servers, wikis, CRM platforms, ticketing tools, and chat channels, and makes all of it searchable and distributable from a single permission-controlled environment. Every byte stays within your infrastructure. The platform solves three problems that generic AI tools cannot handle without compromising compliance. First, knowledge fragmentation: employees search across multiple systems and still find incomplete information. Vault consolidates sources, classifies content automatically, and delivers verified answers. Second, access control: Vault enforces five protection levels across all content and all output channels, so a confidential HR document cannot appear in a public digital signage feed. Third, accountability: every content decision is logged in a tamper-proof audit log, with a four-eyes principle on sensitive actions and a break-glass access mechanism for emergency situations. Unlike user-based cloud AI tools, Vault is licensed at a flat annual rate regardless of headcount. No data processing agreements with external vendors are required when running in internal-only mode. The system supports GDPR compliance by design, including traceable deletion procedures under Article 17. -
10
Open
Open
75¢ per resolutionOpen offers a comprehensive AI customer support platform centered around Agent 5, an advanced AI engine that operates seamlessly across all communication channels to streamline and enhance support. This platform integrates AI-driven capabilities for Chat, Calls, Email, Social Media, Agentic Workflows, and helpdesk systems into a cohesive solution, allowing businesses to manage customer interactions consistently through web chat, phone, email, Instagram, Messenger, WhatsApp, SMS, and other support tools. Agent 5 is adept at addressing more than just basic inquiries; it can tackle intricate requests, manage returns, update accounts, coordinate complex workflows, route issues effectively, retain conversation history, and transition smoothly to human agents when necessary. The Web Chat feature can be easily integrated with a single line of code, tailored to reflect the brand’s identity, activated based on user behavior, and enhanced with rich media elements like images, videos, files, links, buttons, forms, cards, and carousels, ensuring an engaging customer experience. Ultimately, this platform not only simplifies customer support processes but also empowers businesses to provide personalized and efficient service at scale. -
11
Aimey.ai
Aimey.ai
$19.99/month Aimey AI is a SaaS platform powered by artificial intelligence, specifically tailored to support back office operations. Utilizing sophisticated AI models, the platform serves as an agentic AI coworker that actively participates in meetings, comprehends contextual information, efficiently performs tasks, and ensures secure and compliant follow-through. Whether it’s taking meeting notes, executing tasks, sending reminders, updating CRM systems, or tracking compliance, Aimey seamlessly integrates into your existing tools, functioning as a genuine teammate. Its capabilities not only enhance productivity but also streamline workflow, making it an invaluable asset for businesses and individuals alike. -
12
Von
Von
Von serves as an AI RevOps assistant for the entire GTM team, designed to eliminate the dreaded Monday morning questioning sessions and streamline the revenue team's task list. It seamlessly integrates with all forms of revenue data, whether structured or unstructured, pulling information from sources like CRM platforms, data warehouses, call recording tools, email, Slack, Snowflake, Zendesk, Outreach, and various other revenue software. Within just 3 to 7 days, it learns the intricacies of the business, including pipeline deal statuses, custom fields, sales methodologies, fiscal calendars, deal terminology, and the unique institutional knowledge that defines the organization. By constructing a context graph, Von gains a comprehensive understanding of the company's specific operational language. You simply outline the tasks, and Von efficiently handles everything else: providing answers to inquiries, scrutinizing customer interactions, accessing and updating information across interconnected systems, modifying Salesforce records, generating tailored strategy presentations, creating Outreach communication sequences, reassigning accounts, and addressing outstanding tasks in the revenue backlog. Ultimately, Von acts as a vital resource that enhances productivity and ensures that the revenue team can focus on more strategic initiatives. -
13
Toyo
Toyo
$29 per monthToyo is your dedicated AI assistant that manages calls and texts, residing within your messaging platforms while effectively organizing your inbox, meetings, and follow-ups across services like Gmail, Calendar, and Slack. Designed specifically for busy teams and entrepreneurs overwhelmed by administrative tasks, Toyo ensures that your most productive hours are devoted to meaningful work by taking care of the rest even before you need to ask. It efficiently processes overnight emails, categorizes them based on your key contacts and priorities, and highlights only the messages that require your attention, while also crafting responses in your unique style, ready for you to send or adjust. When it comes to scheduling, users simply need to forward an introduction, send a voice memo, or ask, "find time with the investor this week," and Toyo will identify suitable slots, arrange the meeting, send out the invitations, and update you once everything is finalized. Additionally, for effective meeting preparation, Toyo provides essential briefings prior to calls, including details about the attendees, their company activities, prior discussions, and outstanding issues, and afterward, it retrieves the transcript and shares a comprehensive recap. This seamless integration of tasks not only saves time but also enhances productivity, allowing you to focus on what truly matters. -
14
Max
MaxWorker.ai
$99 per monthMax serves as your AI colleague within Slack, designed to transform your team's context into actionable next steps, reminders, escalations, daily briefings, and pieces ready for review. Unlike traditional chatbots, Max integrates seamlessly into Slack, ensuring that the outcomes are delivered right where they are needed. As your team's activities span various platforms like email, CRM systems, project management tools, documents, meetings, and conversations, critical deadlines, requests, decisions, and follow-ups often get lost in threads and interconnected systems. Max simplifies this by taking straightforward language requests and converting disorganized information into coherent reports, summaries, drafts, follow-ups, and task lists. You can interact with Max as you would with a colleague: specify the desired outcome, and let Max gather the necessary inputs from various sources before you evaluate the final product with the relevant context included. The process begins with two essential routines tailored for busy Slack teams: Delegation and Morning Brief. Through Delegation, users can assign tasks, set reminders, establish deadlines, monitor completion, and set escalation protocols directly in Slack, while Max continues to engage with responsible parties and provide updates. This functionality not only improves productivity but also fosters a more organized workflow within the team. -
15
Katalyst
Katalyst
Katalyst functions as an AI-driven sales assistant that enhances your Salesforce pipeline by converting calls, emails, and various signals into actionable Salesforce updates, next steps, and account strategies, enabling enterprise sales representatives to focus on closing deals rather than merely managing tasks. It identifies crucial signals, provides summaries of all interactions, and ensures that each deal remains current by documenting customer engagements through meetings, notes, emails, and calls, subsequently updating the relevant fields in Salesforce. With real-time pipeline information, teams can enhance their forecasting, analyze their pipeline more effectively, and gain insights into win/loss trends without the need for tedious manual CRM upkeep. By leveraging the company's playbook, historical deal data, and context, Katalyst transforms every interaction into meaningful action, suggesting appropriate next steps and automatically logging them back into Salesforce. Furthermore, it highlights significant deal indicators, such as changes in leadership, new hires, industry events, news updates, 10-K filings, and website activity, empowering sales representatives to connect with buyers at optimal moments and advance opportunities with assurance. This powerful tool ultimately streamlines the sales process, allowing teams to operate with greater efficiency and confidence in their strategies. -
16
Luron AI
Luron AI
$0.08 per minuteLuron AI stands out as a sophisticated conversational AI solution tailored for enterprise customer service operations, adept at managing both incoming and outgoing communications through voice, chat, and SMS while delivering human-like interactions, maintaining real-time contextual awareness, and providing round-the-clock service. Its innovative Voice AI technology effectively replaces traditional IVR systems, offering intelligent voice automation that engages customers in meaningful conversations, managing unlimited simultaneous calls with natural and empathetic interactions, along with features like real-time transcription, speaker recognition, searchable call archives, sentiment assessment, and smooth transitions to human agents when necessary. Additionally, Luron integrates seamlessly with various CRMs, ticketing platforms, payment systems, telephony setups, and over a hundred enterprise applications, including popular tools like Salesforce, HubSpot, Zendesk, and ServiceNow, enabling agents to access synchronized data and work with the most up-to-date customer information. Furthermore, for digital communications, Luron's Chat AI can be implemented across multiple platforms such as websites, mobile applications, WhatsApp, Messenger, and others, effectively discerning user intent and managing follow-ups and context changes, thereby enhancing the overall customer experience. This comprehensive approach ensures that businesses can maintain a consistent and efficient interaction with their customers at every touchpoint. -
17
YouEx.ai Engage
YouEx.ai
$15/month/ user YouEx.ai Engage serves as an AI-driven platform designed specifically for B2B sales teams, facilitating the transformation of website interactions into a robust qualified pipeline. With its web agents, the platform efficiently addresses inquiries, gathers and qualifies leads, enhances contact information, evaluates lead suitability, directs opportunities, arranges meetings, and initiates tailored follow-ups. Additionally, teams benefit from an AI-native CRM, comprehensive lead research tools, scheduling capabilities, digital business cards, and seamless integration with various applications, including Zapier, Salesforce, n8n, and MCP access for AI assistants. This all-in-one solution not only streamlines the sales process but also empowers teams to maximize their outreach and effectiveness. -
18
Tray.ai
Tray.ai
Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency. -
19
RingCentral RingCX
RingCentral
RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes. -
20
dotCMS
dotCMS
dotCMS empowers users with cloud-based and on-premise content management systems to create, deliver, scale, and scale memorable customer experiences. DotCMS is used by Fortune 500 companies, SMBs and digital agencies alike. It allows organizations to create, reuse and store content and manage it with key features such as content authoring, role-based access and REST-APIs. Workflows and analytics are also included. Marketing teams can use dotCMS to manage their content. It offers a NoCode authoring environment that includes drag and drop builders for content and templates. Layouts, layouts, and more are all possible with dotCMS. Managers can use the system’s search feature to retrieve documents and index content and assets. DotCMS is an API-first platform that allows users to easily integrate with third party applications such as Marketo, Hubspot Salesforce, SAP, Magento and Google Analytics. -
21
Generative Studio X by OneReach.ai
OneReach.ai
The 3rd generation of an award-winning no-code platform for hyper-automating conversational applications and workflows that operate over any channel and are powered by the latest AI. -
22
Lucy
Lucy
Lucy is an AI-powered knowledge management system that allows more efficiency and productivity from your employees. She makes it easy to find what you need to know when you need to know it. She listens for changes in your data, reads those changes, and learns all about your organization's accumulated knowledge. She does this without moving it from the places it resides.. She understands documents, PowerPoints, PDFs, graphs used to interpret data, videos, and audios. She connects to third-party data sources to include their insights. Lucy's integration with Slack and Microsoft Teams makes it easy for your team to ask questions that she answers from her learned knowledge. She will help you find the best answer, and she identifies other possible answers if you need a different level of insight. She helps with onboarding, enablement, market insights and research, sales productivity, operational best practices, customer services support, and subject matter expert knowledge protection if individuals change roles or leave your organization. Lucy reads and absorbs every piece of information you want her to when she joins your team. Lucy never leaves, never forgets, and is gets smarter every day. -
23
Knowlarity
Knowlarity Communications Pvt. Ltd.
Cloud Telephony Solutions and Deep Insights that are AI-enabled. Automate communication, bring operations online, and manage the large call inflow. Automated Outbound Solutions can be used to reach students and parents. With just one missed call, conduct surveys and collect valuable data. Automated Outbound Solutions can help you reach your customers. Hosted call center solutions and IVR are available for verification, reducing cancellations and operational expenses. Our hosted call center solutions make it possible to provide assistance to patients 24x7. Customers can save time by combining IVR and ASR. This allows them to reach the person they need in half the time, especially during emergency situations. They also receive regular updates. Smart IVR allows you to collect customer data and handle large calls. Our automated outbound solutions will help you reach your customers with important updates. -
24
Kinetic Data
Kinetic Data
Develop essential service workflows that initiate with a request, aiming to boost efficiency, update procedures, and automate wherever feasible. Our solutions deliver the necessary framework and infrastructure to design human-focused workflows that seamlessly integrate technology platforms with organizational processes. Craft contemporary, digital self-service options for your team members and stakeholders to enhance their experience. Gather, validate, and securely store data for utilization and distribution throughout your workflows. Streamline and coordinate processes that address human-centric demands. Facilitate connections with various systems to instantly share, retrieve, or transmit critical data. Implement robust encryption for data both at rest and during transmission, alongside flexible, attribute-based access controls. Our user-friendly framework allows developers to envision, create, and refine their designs using intuitive drag-and-drop features, while a versatile authentication model accommodates a wide range of sign-in preferences. This holistic approach not only supports operational needs but also fosters innovation and agility in adapting to changing requirements. -
25
KooKoo
Ozonetel
$45 per user per monthNo matter if you are managing inbound, outbound, or a combination of telephony operations, our cloud-based contact center solution is equipped with an array of tools designed to streamline processes and boost efficiency. The beauty of this solution lies in its cloud nature, enabling you to get set up in just a matter of minutes. It offers effortless scalability, the ability to oversee remote or distributed teams, and seamless access to sophisticated reporting, analytics, and customer experience features. An inbound call center is a fundamental component of any comprehensive call center solution, specifically designed to handle incoming customer calls and respond effectively according to your business criteria. In today's rapidly evolving marketplace, businesses need to be where their customers are. Given that modern customers utilize a variety of communication platforms, it is essential to have a nimble Contact Center that can accommodate multiple channels for improved connectivity. Our multi-channel Outbound Call Center solution not only enables you to target specific customer segments but also significantly enhances the quality of customer interaction, ensuring that no opportunity is missed. Adaptability and responsiveness are key in today’s customer service landscape, making our solution an ideal choice for forward-thinking organizations.