Salesforce ISV Partner · Now in Early Access

The Extensible AI Agent
Platform for Salesforce

Most AI tools talk to Salesforce. REDA AI thinks in it — a native managed package that understands your custom schema & mappings, inherits your security model, and deploys intelligent Salesforce AI agents across 4 channels in hours. Zero code. Zero middleware. No Data Cloud required. Built for your implementation, not a template.

Book a 15-Minute Demo → Start Free — No Credit Card
10×
Faster Go-Live vs. Traditional AI
Zero
Professional Services Fees
4
Deployment Channels
100%
Native Salesforce
ISO 27001 Certified
Multi-Language Support
Agents
Sales Agent
Service Agent
HR Assistant
Admin
Analytics
Credits
Sales Agent — Opportunity Record
Active
Record: Acme Corp — Enterprise Deal Stage: Negotiation Amount: $240,000
You
What's the best next step for this deal? Are there any risks?
AI
Based on the Acme Corp opportunity record, here's my analysis:

Key Risk: Last activity was 12 days ago. Decision-maker Sarah Chen hasn't responded since the proposal was sent on Feb 24.

Recommended Next Steps:
1. Schedule a follow-up with Sarah Chen this week
2. Loop in their technical lead (from Contact history) to address integration concerns flagged in the last meeting note

Shall I create a follow-up task and draft the outreach email?
Create Task Draft Email Show Deal History
Ask about this opportunity...
ISO 27001:2022
Salesforce ISV Partner
Multi-Language Support
Built for AppExchange
AppExchange Listed
See It in Action

Build & Deploy Your First Agent in Under 10 Minutes

No speed-ups. No cuts. Watch a real Salesforce admin install REDA AI and deploy a live agent — start to finish.

The Problem

AI That Doesn't Understand Your Org Is Worse Than No AI

Your Salesforce org isn't generic. Your custom objects, validation rules, and automations make it uniquely yours. Why settle for AI that ignores all of it?

Your Custom Schema Is Invisible
You invested millions in Salesforce customization — custom objects, fields, record types, validation rules. Generic AI tools can't see any of it. They work with a generic data model, not yours.
→ CTO / Architecture Concern
Data Leaves Your Org
Third-party AI tools sit outside Salesforce. Your data crosses security boundaries, creating governance blind spots, compliance risks, and audit trail gaps that regulators won't accept.
→ Compliance / Security Concern
You Need Developers to Deploy AI
Traditional enterprise AI approaches require custom code, middleware, additional cloud services, and 6+ months of implementation. Your Salesforce admin team shouldn't need to become AI engineers to deploy an agent.
→ Salesforce Admin Concern

REDA AI was built to solve exactly this.

The Platform

A Salesforce-Native Platform for Building No-Code AI Agents, Not Pre-Built Bots

REDA AI gives you a complete, extensible platform to build AI agents tailored to your specific Salesforce org — your objects, your rules, your processes.

1

Extensible Agent Persona & Context

Define who each agent is, what tone it uses, and what record data it sees on every page. Context Fields pull live Salesforce data into every conversation.

Agent name & description · Persona instructions · Context Fields with priority hierarchy · Record-type awareness · Suggestion chips
2

Extensible Agent Knowledge

Fine-tune agent behavior with 5 custom prompt types. Use AI-assisted prompt building to get production-ready prompts without expertise.

Persona Override · Custom Instructions · Schema Guidance · Action Directives · Guardrail Prompts · Prompt Quality Panel · Context Variables
3

Extensible Agent Ability

Give agents the power to act — 12 pre-built tools for CRUD, email, tasks, and events. Connect any Salesforce Flow for custom business actions.

12 built-in tools · Flow integration · Tool Builder · Action Confirmation Cards · Per-agent tool assignment · Tool enable/disable control
Why REDA AI

The AI Agent Landscape for Salesforce

Not all Salesforce AI is created equal. Here's how the approaches actually compare.

Third-Party AI Tools
External Integration
  • Data leaves your Salesforce org
  • Doesn't understand your custom schema
  • Separate security model to manage
  • API management overhead
  • No native audit trail
Implement-It-Yourself
Native — But Complex
  • Requires custom code & developer expertise
  • 6+ months implementation timeline
  • Additional cloud services & middleware needed
  • Per-user pricing + hidden add-on costs
  • Complex governance across multiple systems
REDA AI
Native, Fast, Transparent
  • Install in 5 minutes — zero code
  • Reads your actual custom schema
  • 100% inside your org — no data egress
  • Transparent org/month pricing — built-in credit optimization tools
  • Governance built into the architecture
See Full Pricing Comparison →
Why It Matters

The Business Outcomes That Actually Change

Features don't close deals — outcomes do. Here's how each approach to Salesforce AI impacts your business, backed by independent research.

Business Dimension
External AI Tools
Implement-It-Yourself
REDA AI
Time to Value
3–6 months typical Integration architecture, middleware setup, data mapping, testing cycles Deloitte: 65% of AI projects take 6+ months to deploy
4–8 months typical Custom code, developer hiring, sprint cycles, QA, security reviews McKinsey: 54% cite skills gaps as primary delay
Under 1 hour Install managed package → build agent with AI → deploy. No code, no developers, no middleware.
Total Cost of Ownership
Unpredictable Per-user fees + API overage charges + middleware licensing + ongoing integration maintenance Forrester: TCO is the #2 concern in enterprise AI adoption
High & hidden Developer salaries + platform licensing + maintenance burden + technical debt accrual IDC: Hidden costs add 40–60% to initial AI budgets
Transparent & predictable Org/month credit model — pay for what you use, not per user. Built-in credit management and optimization tools for complete visibility. Paid plans from $1,500/org/month (annual). Try free: 500 credits, no credit card.
Governance Burden
Significant Data leaves your org → separate DPA, security review for each vendor, ongoing compliance monitoring Thomson Reuters: 79% worry about AI compliance challenges
Self-managed You build it, you govern it — custom audit logging, custom access controls, custom incident procedures PwC: 68% cite security as top barrier to enterprise AI
Architectural — built in 100% native: inherits your FLS, sharing rules, profiles. Full audit trail. Configurable guardrails. Zero data egress.
Developer Dependency
High Requires integration architects + middleware specialists + ongoing API maintenance
Very high Requires full development team — custom code, testing, deployment pipelines, version control McKinsey: 54% of orgs lack the skills to build AI in-house
Zero Designed for Salesforce Admins. No-code agent builder. AI auto-generates prompts and context from your schema.
Pilot Success Rate
Low Complex integrations stall at POC stage; scope creep on middleware and data mapping Gartner: 77% of AI projects fail to reach production
Low Internal builds lack executive patience; 85% of pilots never scale MIT Sloan: 85% of AI pilot projects fail to scale
High Install-to-deploy in under an hour means pilots prove value in the first meeting, not the first quarter.
Enterprise Scalability
Constrained Scaling requires more API calls, more middleware capacity, more integration points to manage
Fragile Each new use case = new development effort. Technical debt compounds with every addition.
Native scale Add agents in minutes. 4 channels, 12 tools, 5 knowledge types. Scales with your Salesforce org — not against it.

Time to Value

External3–6 months — Integration + middleware
DIY4–8 months — Custom dev + QA cycles
REDA AIUnder 1 hour — Install → build → deploy

Total Cost of Ownership

ExternalUnpredictable — Per-user + API + middleware
DIYHigh & hidden — Dev salaries + tech debt
REDA AITransparent — Org/month, built-in optimization

Governance Burden

ExternalSignificant — Data leaves org, extra DPAs
DIYSelf-managed — You build it, you govern it
REDA AIBuilt in — Inherits Salesforce security

Developer Dependency

ExternalHigh — Integration architects needed
DIYVery high — Full dev team required
REDA AIZero — Designed for Admins

Pilot Success Rate

ExternalLow — Stalls at POC stage
DIYLow — 85% fail to scale
REDA AIHigh — Proves value in first meeting

Enterprise Scalability

ExternalConstrained — More API, more middleware
DIYFragile — Tech debt compounds
REDA AINative scale — Grows with your org
Gartner 2024 McKinsey 2024 MIT Sloan 2024 Deloitte 2024 Forrester 2024 Thomson Reuters 2024 PwC 2024 IDC 2024

Want to model exactly what these differences mean for your org's budget?

Run the Free TCO Calculator →

Personalised cost comparison for your Salesforce org. For estimation purposes only.

How It Works

From Zero to Live Agent in Under an Hour

No developers. No implementation consultants. No Data Cloud. Just your Salesforce org and a few clicks.

1
Install the Package
Install the REDA AI managed package directly into your Salesforce org. One-click deployment, just like any AppExchange app.
2
Activate Your Licence
Enter your licence key in the REDA AI Admin tab. Takes 30 seconds. Trial plan includes 500 credits — no credit card required. Paid plans start at $1,500/org/month (annual).
3
Build Agent with AI
Use the AI-powered Agent Builder to auto-configure your first agent. It reads your org's schema and generates optimal prompts, context fields, and suggestion chips.
4
Deploy to Any Channel
Place the agent on Lightning pages, your external website, Experience Cloud portals, or trigger it from Salesforce Flows. One agent, 4 channels.
See How It Works in Detail →
4 Channels

Deploy Salesforce AI Agents Everywhere Your Team & Customers Are

One platform. Four deployment channels. Every stakeholder covered.

Internal — Lightning Pages
Your sales, service, and operations teams get AI on every record page, home page, and utility bar. Context-aware answers using live Salesforce data.
External Widget — Your Website
Embed a branded AI chat widget on any website. Visitors get instant answers without waiting for a rep. You control what data and actions are available.
Community — Experience Cloud
Customers and partners self-serve through your Experience Cloud portal. Authenticated users get personalized, permission-aware AI assistance.
API / Flow — Automation
Trigger AI decisions inside Salesforce Flows and scheduled jobs. Automate multi-step reasoning without any user interface — headless AI for your workflows.
Built-in Analytics

Monitor Everything. Out of the Box.

Every deployment ships with a live analytics dashboard — conversations, credits, incidents, and tokens. No setup required.

REDA AI Analytics
Overview Conversations Credits Incidents
Conversations by Channel
419
Total
Web 51.2% Slack 21.1% Experience 18.0% Flow 9.7%
Credit Usage by Period
Oct '25
Nov '25
Dec '25
Jan '26
Feb '26
Credits consumed
Available Credits
3.3k
● Current Period
View Report (Credit Usage by Period)
Credit Usage by Agent
2.5k
Total
Sales Agent 45.2% Service Agent 27.0% Ops Agent 17.1% Portal Agent 10.7%
Incident Trend Incidents
Oct '25 Nov '25 Dec '25 Jan '26 Feb '26
Open Incidents Incidents
47
● All Time
View Report (Incidents by Severity)
Scheduled Actions
6
Total
Active 50.0% Paused 33.3% Draft 16.7%
Token Analysis
Input
Output
Total
Input tokens Output tokens
8
Dashboard Widgets
0
Setup Required
Live
Real-Time Data
As of Mar 8, 2026, 5:03 AM  ·  Viewing as Kunal Sharma
Refresh Add +
Explore All Analytics Features →
Enterprise-Grade Security

Built for Compliance Teams, Not Just Developers

REDA AI inherits your entire Salesforce security model. No additional configuration required.

Zero Data Egress

100% of data stays inside your Salesforce org. No external databases. No third-party storage. Conversation logs are Salesforce records you own.

Permission Enforcement

Field-Level Security, sharing rules, object permissions, and profile restrictions are enforced on every interaction. No privilege escalation. Zero gaps.

Full Audit Trail

Every conversation is logged with complete metadata — user, agent, channel, timestamp, credit cost, and efficiency rating. ISO 27001:2022 certified.

Explore Governance & Trust →
150K+
Salesforce Orgs Can Deploy Today
4
Deployment Channels Included
4.8/5
Customer Satisfaction
2019
Salesforce-Native Since
For Your Role

See How REDA AI Works for You

Different roles have different priorities. Find the content most relevant to your evaluation.

CTO / VP Engineering

Architecture, TCO, scalability, and vendor evaluation for enterprise AI.

How It Works + Governance →

Salesforce Admin

Installation, configuration, managed package setup, and day-to-day management.

How It Works + FAQs →

Compliance & Security

Data residency, audit trails, permission enforcement, certifications, and governance controls.

Governance & Trust →

Process / Business Leader

Use cases by industry, ROI, deployment speed, and credit-based pricing.

Industries + Pricing →

Deploy Your First AI Agent This Week

No credit card required. No developers needed. Installs in 5 minutes.

Book a 15-Minute Demo → Start Free — 500 Credits, No Credit Card
Not ready to commit? Model your org's true AI cost first →

Last updated March 2026