Every WeaveOps use case runs on Salesforce records, writes back to Salesforce fields, and lives inside your existing Salesforce pages. These are not external tools — they are extensions of the workflows your team already uses.
Real-time guidance during sales calls based on your playbook.
As a call progresses, transcript chunks are streamed to WeaveOps. The AI service evaluates them against your configured coaching playbook and surfaces cards — objection handling suggestions, qualification prompts, next-step recommendations — directly in the Salesforce sidebar beside the opportunity record. No post-call processing delay.
Step-by-step AI-guided qualification and discovery workflows.
Configure a sequence of steps — picklists, free text inputs, button grids — that walk reps through a structured discovery or qualification conversation. At the end, the AI synthesises inputs, applies your methodology, and writes structured output back to the opportunity. Qualification scores, pain summaries, next actions.
AI-powered pipeline review across all opportunities on a schedule.
Run across your entire pipeline on a schedule or on demand. WeaveOps queries your opportunity data, groups deals by rep or stage, and runs each group through the AI analysis engine. Risk flags, recommended actions, and pipeline summaries are stored as Salesforce records and optionally emailed to the sales leader.
Automatic summaries of case history, comments, and attachments.
When a case opens or an agent requests it, WeaveOps assembles case comments, history, and attached documents into a single prompt. The AI produces a structured summary — what happened, current status, sentiment, suggested priority — and writes it back to Salesforce fields the agent sees immediately. No copy-paste, no reading through a long thread.
In-context article and resolution suggestions for open cases.
A persistent sidebar panel on the Case record page. As the agent works, it shows AI-generated resolution suggestions drawn from configured data sources — knowledge articles, past resolved cases, product documentation. The agent accepts, edits, or dismisses each suggestion. Accepted suggestions can be written to response templates or case fields.
Multi-turn AI assistant for agents during complex cases.
A full multi-turn conversation interface embedded in the Case record page. Agents ask questions, get answers drawn from the case context and configured data sources, and use the output to inform their response. All conversation turns are logged per session for audit purposes.
Extract structured data from contracts, proposals, and forms.
Admins configure a document analysis use case targeting any object. End users upload PDFs or images from the Lightning component. WeaveOps sends the files to the AI service as document content blocks, and the model extracts the configured fields — contract value, expiry date, parties, key terms. Extracted data writes back to Salesforce fields automatically.
Run AI enrichment across thousands of Salesforce records.
Schedule a batch use case to run across any Salesforce object. WeaveOps queries the target records using your configured criteria, processes each through the AI use case, and writes results back. Failed records are retried up to three times before being skipped with an error log. Progress is tracked in real time on the Batch Runs dashboard.
AI-powered support for CPQ and quote configuration.
Walk sales reps through a structured quoting workflow. The AI reviews deal context — product interest, company size, budget signals — and suggests relevant products, bundles, and positioning. Output is displayed for rep review and confirmation before any record updates. Configurable to match your sales methodology and product catalogue.
WeaveOps is a platform, not a fixed set of templates. If you have a Salesforce workflow and a clear AI goal, we can help you configure it.
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