ShapeAgent Features

Smart chats. Sharp Insights. Secure Data. All in a Snap.

Build a Bot tailored to your needs and informed by your Salesforce data in minutes. So easy it’s practically child’s play, so advanced, it feels like wizardry.

AI-Assisted Setup

Build a bot in minutes—and make it yours.

Whether you're starting with a powerful template or crafting something custom, ShapeAgent's AI helps bring your vision to life–fast. Connect to Salesforce, shape your bot’s voice, and watch it instantly learn your business. With built-in AI guidance and ready-to-run flows, launching a smart, on-brand assistant has never been easier.

Endless customization

50+ Agent Starter Templates or Full Customization – Choose from pre-built, powerful agent templates or design your own from scratch!

Sandbox and production ready

Seamlessly connect to Salesforce sandboxes or production organizations for easy testing and deployment.

Instant business background

Set the tone and personality of your bot and let ShapeAgent use your website to instantly understand your business.

Guided bot configuration

Define topics and instructions, and ShapeAgent will review and refine your prompts to ensure a safe, effective, and accurate experience.

Pre-built Salesforce Flows

Get started even faster with our instant-deploy recommended Salesforce flows, designed to handle common Agent workflow automation needs.

Workflows

Turn any Salesforce Flow into a simple conversation.

With ShapeAgent, anything your Flows can do—approvals, updates, lookups, and more—your AI assistant can do through natural dialogue. Just connect to your org, and ShapeAgent brings automation to life with live data, real-time actions, and seamless record updates—all in the flow of conversation.

Salesforce Flows power everything

ShapeAgent calls your Salesforce flows to retrieve, create, and update data or trigger automated processes based on the users conversation—if a Flow can do it, ShapeAgent can call it.

Real-Time Salesforce data

Augment chatbot responses with live Salesforce data like open cases, orders, or account details, ensuring conversations are always informed and up-to-date.

Secure identity verification

Use Flows to confirm user identity, retrieve account details, or validate key information before allowing the bot to take other actions.

Conversational data persistence

Collect and store user inputs throughout a conversation so data can be referenced and reused in different workflows.

File uploads

Allow users to upload files directly in the chat, which are then stored in the right Salesforce records.

Enforce gated processes

Control privileged information access through gated workflows, ensuring your agent follows security and compliance best practices.

Analytics & Security

Test, track, and stay in the loop with your chatbot family

ShapeAgent gives you complete visibility into every conversation, flow, and data action—so you’re always in control. Test and deploy confidently in any Salesforce environment, backed by enterprise-grade security and privacy standards built for teams that take trust seriously.