iDialogue Content Cloud - Generative AI

iDialogue provides AI-driven content management that enables personalized 1:1 digital experiences for customers and Salesforce users.

Document Lifecycle Management

• Template management
• Merge Tags
• Document Generation (Manual, automated flow or batch)
• Document Checklists and Uploads
• eSignature

Generative AI Overview Get Started

• Secure ChatGTP experiences within Salesforce orgs.
• Prompt Engineering and AI Orchestration using Salesforce Flows.
• File GPT for file-based AI and chat.
• AI Model management and tuning.

Customer Experience (CX) Content Management

• Dynamically generated content and documents
• Personalized emails
• Secure Document Rooms
• Payment processing
• Web Forms
• Data Grids

Generative AI Assistants

• AI Flow actions to classify or translate records
• AI Document Classification and Search
• PDF Chat
• Chat with any record via AI Assistants

Salesforce Integration

• Uses native libraries and files
• Auto-attaches all generated / signed docs to records
• All content actions can be automated via flows