From assisting your team to taking action across channels. Watch REDA AI work with Salesforce data, business procedures and the people who move your business forward.
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THE PLATFORM IN PRACTICE
See the context, the conversation and the next action. Each example is configured for a particular business need.
4:24
Review application documents, update Lead fields and follow up with a branded email—all from one Salesforce workspace.
See the findings become reviewed actions your team can track.
4:52
Ask about overdue invoices, investigate customer balances and compare revenue movements with Clara in REDA Financials AI.
Move from a finance question to supporting records and the next follow-up.
6:26
Follow a WhatsApp enquiry from REDA Connect into Salesforce, as Mira checks property records, gathers requirements and updates the inquiry.
Connect your data and procedures to work arriving through other channels.
5:02
Use Clara through MCP to explore Salesforce finance records, compare months and prepare a management briefing with charts and a PDF.
Keep Salesforce access scoped while working with returned findings in Claude.
3:29
Watch Penny answer product questions using current catalogue records, understand a visitor’s requirements and capture a Salesforce Lead.
Give your sales team the product discussion and enquiry context together.
3:16
See Gungun help a signed-in customer check a case and raise a new support request with the details the service team needs.
Carry customer context into support, under the portal user’s permissions.
Follow Alex from a plain-language brief to a working assistant, then improve its instructions and extend its record context.
7:11
Describe the work in everyday language, review the proposed configuration and place Alex on an Opportunity page.
Start with a business need and test a working service assistant.
4:20
Extend Alex’s service workflow with warranty guidance using Prompt Builder, then verify the case update and customer email.
Adapt an existing agent as your business requirements evolve.
3:01
Extend Alex from Opportunities to Cases, review the added context and test a service follow-up from the Case page.
Help the same agent work across another part of your process.