USE CASES — WHAT REDA AI BUILDS, ON YOUR SALESFORCE ORG

Ten use cases your admin team can build with REDA AI.

Two flagship scenarios — a resident-portal concierge and an autonomous document-processing agent — plus eight functional use cases spanning Sales, Service, Finance, HR, Legal, Field, Marketing, and IT. Every one runs natively on your Salesforce org. No consultants. No Data Cloud. Live in days.

10 use cases mapped end-to-end
8 channels from one config
0 Data Cloud required
Resident Concierge Document Processing Sales Service Finance HR Legal Field Marketing IT
FLAGSHIP USE CASE · PROPERTY MANAGEMENT

Resident Portal Concierge — From ticket factory to 24/7 concierge.

A property management operator runs its resident portal on Salesforce Experience Cloud. Today, the portal collects requests but can't answer them — residents log issues at midnight, the team replies the next morning, frustration is baked in. Hiring more agents is the only known way to scale. With REDA AI, the same portal becomes a 24/7 concierge — answering, booking, scheduling, and writing back to Salesforce in real time.

Before

A portal that collects tickets but can't answer them.

  • Residents log requests at all hours; team replies the next morning
  • Amenity reservations require back-and-forth with the building team
  • Work-order rescheduling means another email thread
  • Every policy question = a human reading the resident handbook
  • Hiring more agents is the only known way to scale
With REDA AI

An AI concierge that lives on the resident portal.

  • Takes resident requests and creates the right Salesforce records
  • Books amenity reservations end-to-end on the resident's schedule
  • Schedules and reschedules work orders against real availability
  • Answers policy and building questions from the resident handbook
  • Hands off cleanly to humans when the resident asks
REDA AI capabilities used

One agent, one config — running where residents already are.

  • Community channel (Experience Cloud)
  • Knowledge-base–powered Q&A
  • Custom tools for reservations and work orders
  • Native Salesforce schema — no Data Cloud, no data movement
  • Governed responses, full audit trail
Community SOQL Tools Apex Tools KB Q&A

"We didn't have to move our resident data into Data Cloud. The agent runs on the org we already had — on the portal residents already use."

Resident Portal Concierge · Flagship Use Case · Property Management
REDA AI chat widget on a public community portal
REDA AI on a community portal — residents log in once, chat to the agent in their own language, and the agent reads their account, their open work orders, and their bookings — natively.
FLAGSHIP USE CASE · HEALTHCARE / OPERATIONS

Autonomous Document Processing — Documents in. Salesforce records out.

An operations team receives patient-submitted documents — eligibility forms, medical records, financial proof — and processes them by hand. People read each PDF, key fields into Salesforce, and route the case downstream. It's slow, error-prone, and grows headcount with volume. With REDA AI, an autonomous agent ingests documents through the email channel, extracts structured data with multimodal AI, updates the right records, and triggers Flow-based workflow and patient communications — end-to-end.

Before

Humans reading PDFs, typing into Salesforce.

  • Patient documents arrive by email and portal upload
  • Operations staff read each document line-by-line
  • Fields are typed manually into Salesforce records
  • Every typo or missed field becomes a patient delay
  • Headcount has to grow with case volume — no leverage
With REDA AI

An autonomous document agent that updates the record.

  • Ingests PDFs, scans, and images directly via the email channel
  • Extracts structured fields using multimodal AI
  • Updates the right Salesforce records automatically
  • Triggers downstream Flows for case routing and patient comms
  • Flags ambiguous documents for human review — never silently fails
REDA AI capabilities used

Document processing, native to Salesforce — no middleware.

  • Multimodal document processing (PDFs, scans, images)
  • Email channel for inbound document intake
  • File mapping tools to update records
  • Salesforce Flow integration for downstream workflow
  • Outbound email and messaging for patient communications
Email Inbound Multimodal AI File Mapping Flow Integration Email Outbound

"Our team spent their days reading PDFs. The agent does that part now — and our people work on the patients, not the paperwork."

Autonomous Document Processing · Flagship Use Case · Healthcare & Operations
Document extraction pipeline — inbound documents becoming Salesforce records
Inbound documents become Salesforce records. The agent reads PDFs, invoices, signed forms; extracts the fields; updates or creates records; triggers downstream Flow.

Eight more use cases your admin team can build.

Every one of these runs on your existing Salesforce schema. No data movement. No new vendors. Configure in the REDA AI Admin tab, deploy across any of eight channels.

Sales

AI SDR on Opportunities

Reps spend hours on context-gathering and follow-up emails. Pipeline goes cold while they read CRM history.

What the agent does: Reads opportunity, account, and contact history, drafts the next-best email, sends it via the email channel, logs the activity back to Salesforce — all on request from the rep, or on a Flow trigger.

Internal Channel Email Outbound Flow Trigger
Objects
Opportunity · Account · Contact · Task · EmailMessage
Tools
SOQL templates for opportunity history; Apex tool for email composition + send; Apex tool for activity logging.
Outcome
Faster reply on stale opportunities. Every touch logged automatically.
Draft a follow-up to Sarah at Acme on the Q3 expansion — flag the integration concern from her last note.
Service

Tier-1 Deflection on Experience Cloud

Customers raise cases for things the knowledge base already answers. Tier-1 staff burn cycles on the same questions every day.

What the agent does: Lives on the customer Community, answers from the KB, executes record actions (case lookup, status checks, returns), and only escalates to a human when the customer asks or the agent is uncertain.

Community Channel KB Q&A SOQL Tools
Objects
Case · Contact · Order · Knowledge__kav · Asset
Tools
SOQL templates for case & order lookup; Apex tool for status checks; KB grounding for handbook answers.
Outcome
Tier-1 deflection on repeated questions. Cleaner case queues for the team.
Where's my order? It was supposed to ship last Friday.
Finance

AP Invoice Intake Agent

Vendor invoices arrive as PDFs, scans, and email attachments. Someone has to open each one, read it, and key the data into Salesforce.

What the agent does: Receives invoices via email, extracts vendor, line items, totals, and PO match using multimodal document processing, creates or updates records, and routes for approval through Flow.

Email Inbound Multimodal AI File Mapping Flow
Objects
Account (vendor) · PurchaseOrder__c · Invoice__c · InvoiceLine__c · ContentVersion
Tools
File-mapping tool for PDF extraction; SOQL template for PO match; Apex tool for invoice creation; Flow for approval routing.
Outcome
Invoices in Salesforce within minutes of arrival. Manual data entry off the AP team's desk.
Process the attached invoice — match it to the open PO and route to approval.
HR

Employee Policy Assistant

HR fields the same policy questions every week. Employees can't find answers in the handbook and end up emailing.

What the agent does: Runs on the internal Salesforce Lightning channel, answers from policy docs, looks up the employee's own records (PTO balance, benefits enrollment, training status), and submits requests through Flow.

Internal Channel KB Q&A Voice Input
Objects
User · Employee__c · TimeOffRequest__c · BenefitsEnrollment__c
Tools
KB grounding on policy docs; SOQL template for employee record lookup; Flow invocable for PTO request submission.
Outcome
HR repetitive workload drops. Employees get instant answers on their own records.
How many vacation days do I have left, and can I take next Friday off?
Field Service

WhatsApp Work-Order Updates

Field technicians and dispatchers play phone tag. Customers don't know if the technician is on the way. Everyone's frustrated.

What the agent does: Runs on WhatsApp via REDA Connect, gives technicians their next job, takes status updates back, sends customers ETA and arrival pings, and reschedules on customer request — all writing to Salesforce in real time.

WhatsApp SMS REDA Connect SOQL Tools
Objects
WorkOrder · ServiceAppointment · ServiceResource · Account · Contact
Tools
SOQL templates for technician schedule; Apex tool for status updates; Apex tool for reschedule + customer notification.
Outcome
Less phone tag. More on-time arrivals. Status updates flow into Salesforce automatically.
Running 30 minutes late on the Maple Street job — let the customer know.
Marketing

Lead Enrichment & Follow-Up Agent

Inbound leads sit in Salesforce unenriched and unfollowed-up. The first 24 hours — when conversion is highest — get wasted.

What the agent does: Triggers on new lead via Flow, enriches against external sources through Apex tools, scores intent against the lead's history, and sends a personalized follow-up via the email channel — automatically logged.

Flow Trigger Apex Tools Email Outbound
Objects
Lead · Campaign · CampaignMember · EmailMessage
Tools
Lead-triggered Flow invokes the agent; Apex tool for enrichment callout; Apex tool for personalised email send + activity log.
Outcome
Every new lead gets a personalised first touch within minutes. Sales sees enriched, scored leads — not raw.
[Triggered automatically by Flow] New lead — Jane Doe at Globex. Enrich, score, and send the right follow-up.
IT / Internal

Admin Co-Pilot via Flow

Admin teams want AI inside their existing automation, not as a separate tool. Every Flow that needs reasoning has to wait for a developer.

What the agent does: Available as the "Send Message to REDA AI Agent" invocable action — drop it into any Flow, pass record context in, get reasoned output back. Use it for triage, summarization, classification, or decisioning inside any process.

Flow Invocable Any Process Admin-Buildable
Objects
Any object you pass into the Flow — Case, Lead, Opportunity, custom objects, etc.
Tools
Salesforce Flow invocable action: Send Message to REDA AI Agent. Pass record IDs and prompts in; receive reasoned output.
Outcome
AI reasoning embedded inside processes admins already maintain. No developer required for new use cases.
[From a record-triggered Flow] Classify this case priority and suggest a routing queue based on the description.

Got a use case in mind? Build it this week.

Trial plan: 2,000 credits, one agent, your real Salesforce org. No credit card. No consultants. No Data Cloud.

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