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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.

Description

REDA AI serves as a customizable AI agent platform designed specifically for organizations using Salesforce. It enables teams to anchor agents in their business intelligence and Salesforce data, define allowable tools and actions, and implement assistants as Salesforce copilots, which can catalog recommendations, automate processes, utilize APIs, and enhance experiences for both customers and partners. Users are able to access these agents through various channels, including Claude and specific web or portal interfaces. Teams have the flexibility to configure channel access and workflow behaviors, with options to require human review or approval prior to the execution of actions. All provider keys are securely stored within the organization's Salesforce credential store, ensuring that customer data is not leveraged for training purposes. Organizations have the choice to utilize either their own supported AI provider or REDA-funded credits for services. Pricing plans are structured on a per-Salesforce organization basis instead of a per-user model, and a three-month trial period is offered for evaluation. This versatility in deployment and configuration allows organizations to tailor their AI experiences effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Amazon S3 Yes 
Amazon Web Services (AWS) Yes 
Anthropic No 
Box Yes 
Claude No 
DeepSeek No 
Dropbox Yes 
Gemini No 
Google Drive Yes 
Microsoft OneDrive Yes 
Model Context Protocol (MCP) No 
OpenAI No 
WhatsApp No 

Integrations

Salesforce Yes 
Amazon S3 No 
Amazon Web Services (AWS) No 
Anthropic Yes 
Box No 
Claude Yes 
DeepSeek Yes 
Dropbox No 
Gemini Yes 
Google Drive No 
Microsoft OneDrive No 
Model Context Protocol (MCP) Yes 
OpenAI Yes 
WhatsApp Yes 

Pricing Details

$8 per month
Free Trial No 
Free Version Yes 

Pricing Details

$500/org/month
Starter with your own AI account is $500 per Salesforce org per month, billed annually on a 12-month commitment; provider usage is billed separately. AI-included plans start at $1,250 per org per month, billed annually. A free tier is available for three months. Taxes may apply.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cloudvaz

Country

United States

Website

www.cloudvaz.com/docvaz.html

Vendor Details

Company Name

REDA One

Founded

2014

Country

United States

Website

redaone.ai

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

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