Salesforce ISV Partner · Now Live

Salesforce-native AI agents.
No middleware. No Data Cloud. No 6-month rollout.

Every team wants AI in their record pages, community portals, and inbound email — but every option means a parallel tech stack, a separate security model, and a quarter-long integration. REDA AI ships as a single managed package that installs in under an hour and runs entirely inside your Salesforce org. Your admins build agents in natural language. Your data never leaves.

10×
faster to first agent — vs. middleware + Data Cloud builds
100% Extensible
admins build no-code · devs extend with Apex + Flow
8 channels
record pages, community, email, voice, API…
100% native
your Salesforce security, your data, your org
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
Salesforce-Native Managed Package
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

Every Team Wants AI in Their Processes. The Path to Get There Is Broken.

Operations leaders are told AI will optimize their processes. The path to actually getting there is complex tech stacks, fragile integrations, and timelines that don't fit the business. REDA AI fixes the path — so the AI part actually happens.

Complex Tech Stacks
A modern AI deployment can mean an LLM vendor, a data platform, a vector database, an orchestration layer, an integration tool, and a custom UI — before a single workflow is automated. The stack alone is a project.
→ One managed package. No middleware.
Difficult to Scale
A pilot for one team is one thing. Rolling AI across departments, channels, and processes is another — every new use case becomes another integration project, another vendor, another support burden.
→ One platform. Every team. Every channel.
Time to ROI Keeps Slipping
When AI lives behind months of integration work and a team of specialists, the business case erodes before the value lands. Leaders need quick wins, then steady expansion — not a six-month wait for the first one.
→ First agent live in days. Not quarters.

REDA AI does the heavy lifting — so your team gets to the AI, not the integration.

The REDA AI Approach

AI Intelligence, Embedded Across the Business

One platform that lives natively inside the system you already run. Heavy lifting handled by REDA AI. Simple management by your existing admin team. Intelligence wherever work actually happens.

1

Embedded Where Work Happens

The agent shows up across eight channels — internal Salesforce, community portals, your website, email, WhatsApp/SMS, voice, API, and inside any Flow. One configuration reaches every surface.

Internal Salesforce · Experience Cloud · External Widget · API · Email Inbound & Outbound · Messaging · Voice Input · Flow Invocable
2

Heavy Lifting, Done by REDA AI

Multimodal document processing, knowledge grounding, tool routing, governance, audit, credit accounting — all built in. Your team doesn't assemble the AI stack; REDA AI ships it as one managed package.

Document processing · Knowledge grounding · Three tool types · Governance & audit · ISO 27001:2022 certified
3

Simple AI Management for Admins

Build agents in natural language. Configure tools without code. Test against your real org. Roll out from the same admin tab that manages the rest of your Salesforce. No AI experts. No prompt engineers.

Build Agent with AI · No-code tool builder · Native Salesforce permissions · Per-channel caps · Live in days
REDA AI chat panel embedded on a Salesforce Opportunity record page, with the agent reading the record context and proposing actions inline.
REDA AI on a real Salesforce record page — reading the record's context, proposing the next action, and executing it inside your org.
Flagship Use Cases

What Admins Are Building With REDA AI

Two flagship scenarios — a 24/7 resident concierge on Experience Cloud, and an autonomous document-processing agent that turns PDFs into Salesforce records. Plus eight more across every department.

Property Management · Resident Portal
From ticket factory to 24/7 concierge.
A resident portal on Salesforce Experience Cloud that takes requests, books amenity reservations, schedules and reschedules work orders, and answers policy questions from a knowledge base — natively, on the org you already have.
Community SOQL Tools Apex Tools KB Q&A
Read the full use case →
Healthcare & Operations · Document Intake
Documents in. Salesforce records out.
An autonomous document-processing agent that ingests PDFs, scans, and images via the email channel, extracts fields with multimodal AI, updates the right Salesforce records, and triggers downstream Flow workflow and patient communications — end-to-end.
Email Inbound Multimodal AI File Mapping Flow Integration
Read the full use case →
See All 10 Use Cases →
Is REDA AI Right for You?

Built for Salesforce-Anchored Teams. Not for Everyone.

An honest read on where REDA AI fits — and where it doesn't. We'd rather you self-qualify in two minutes than land in a six-month evaluation that ends in the wrong place.

Best Fit
  • Salesforce customers running real workloads on the platform — Sales, Service, Experience Cloud, or industry clouds.
  • Teams with custom objects, custom fields, validation rules, and process complexity that generic AI tools cannot see.
  • Operations leaders who need AI across channels — internal Salesforce, customer portal, website, email, messaging, voice, or Flow — not in one place only.
  • Document-heavy workflows where PDFs, scans, or images need to become Salesforce records.
  • Regulated industries that need governed AI — FLS, sharing, audit trails — without bolting on a third platform.
  • Admin teams that want to ship the first agent in days, not after a six-month consulting engagement.
Not Best Fit
  • Organizations not running on Salesforce. REDA AI is a Salesforce-native managed package — Salesforce is the prerequisite.
  • Teams that only need a generic website chatbot or simple FAQ bot with no Salesforce context.
  • Use cases that require AI to act on data outside Salesforce — like document repositories with no Salesforce relationship.
  • Teams looking for a no-Salesforce-context coding copilot or a developer pair-programming tool.
  • Buyers who want to assemble their own LLM stack and orchestrate it themselves — REDA AI does the heavy lifting, by design.
  • Anyone hoping to use REDA AI without governing the agent — every interaction is audited, every tool call is logged. By design.

Not sure which side you're on? Book a 15-minute call — we'll tell you straight.

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
  • Your CRM data stays in Salesforce — no REDA-side database
  • Transparent org/month pricing — built-in credit optimization tools
  • Governance built into the architecture
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: 2,000 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. 8 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 via a secure package install URL — no external infrastructure, no middleware.
2
Activate Your Licence
Enter your licence key in the REDA AI Admin tab. Takes 30 seconds. Trial plan includes 2,000 credits per month for 3 months — 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, an external website, Experience Cloud, email, WhatsApp/SMS, voice, API, or Flow. One agent, eight channels — same config.
8 Channels

Deploy Salesforce AI Agents Everywhere Your Team & Customers Already Are

One platform. Eight deployment channels. Build the agent once — reach every surface where work happens.

Internal — Lightning Pages
Sales, service, and ops teams get AI on every record page, home page, and utility bar — context-aware, permission-respecting, native to the org.
External Widget — Your Website
Embed a branded chat widget on any public site. Visitors get instant answers. Daily caps and rate limits built in.
Community — Experience Cloud
Lives natively on customer or partner portals. Authenticated users get personalized, permission-aware AI assistance.
API — Headless
REST endpoints to invoke the agent from mobile apps, custom UIs, or third-party tools. Same governance, same audit, no UI required.
Email — Inbound & Outbound
A dedicated mailbox for autonomous document and request intake. The agent also sends, replies, and tracks email threads — every message logged in Salesforce.
Messaging — WhatsApp / SMS
Through REDA Connect: WhatsApp, SMS, and custom gateways. Customers and field teams interact in the channel they already use — agent writes back to Salesforce in real time.
Voice — Hands-Free Input
Speech-to-text built into the widget via the browser's Web Speech API. No third-party speech vendor. Ideal for field service, mobile, and accessibility.
Flow — Invocable Action
Drop the "Send Message to REDA AI Agent" action into any Salesforce Flow. Pass record context in. Get reasoned output back. Add AI to processes you already built.
See All Capabilities →
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
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
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
Enterprise-Grade Security

Built for Compliance Teams, Not Just Developers

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

No Data Stored Outside Your Org

Salesforce records, conversation logs, and audit trails stay inside your Salesforce org as standard objects. REDA AI runs no external database holding your CRM data. Only the minimum prompt context required for inference is sent to the approved model provider, subject to that provider's data-processing terms.

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.

150K+
Salesforce Orgs Can Deploy Today
8
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.

See Us Build an Agent in Your Salesforce Org. In 15 Minutes.

No slides. No theatre. Bring a real workflow — we'll show you how it lives as an agent on your org by the end of the call.

Book the 15-Minute Build Session → Or Start Free — 2,000 Credits
Not ready to commit? Model your org's true AI cost first →

Last updated March 2026