Embedded directly in Salesforce workflows
Insights appear inside the objects and pages reps already use every day.
Salesforce-Native
Built Where Sales Teams Already Work
Context AI is built natively within Salesforce, ensuring seamless adoption across enterprise sales organizations with no new system to learn and no workflow disruption.
Salesforce View
Opportunity Workspace
Stage 4 · Negotiation
Native
Embedded Panels
Context Card summary · LiveBriefing insights · Ready
Workflow Alignment
Stage-aware insights mapped to pipeline and deal activity
Opportunity workspace embed Stage-aware recommendations
Data Integrity
Summary fields written back to CRM
LiveActivity updates synced to opportunity record
NowSalesforce-Native
Built where sales teams already work
Context AI appears directly within Salesforce so sellers get intelligence inside their existing opportunity and account workflows.
OpportunitiesAccountsActivitiesReports
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Overview
Why Salesforce-native matters
Context AI embeds directly into Salesforce objects and workflows, aligning with existing sales stages, reporting structures, and governance models to accelerate adoption and preserve data integrity.
Stage-aware, pipeline-aligned intelligence
Context AI aligns recommendations to opportunity stages and CRM process design.
CRM writeback and workflow continuity
Context and actions stay connected to Salesforce records without duplicate systems.
Governance-ready for enterprise deployment
Built to align with RevOps controls and IT requirements across distributed teams.
Platform Fit
Built where reps and RevOps already operate
Context AI is designed to work with Salesforce objects, stages, and governance controls so teams can deploy faster without introducing workflow fragmentation.
Enterprise Readiness
Built for governance and scale
Context AI is built to align with RevOps guardrails and IT requirements so you can deploy confidently across large, distributed teams and complex Salesforce environments.
Supports complex Salesforce environments
Designed for RevOps and IT alignment
Scales across regions, roles, and hierarchies
Enterprise-ready by design