ConvoPro

ConvoPro is a model-agnostic AI agent platform for Salesforce that enables teams to deploy secure, action-oriented AI agents directly inside their CRM. Unlike copilots or chat-only assistants, ConvoPro agents can understand context across Salesforce data, reason over multi-step tasks, and take real actions such as creating and updating records, summarizing cases, routing work, and triggering workflows, all with enterprise-grade controls.