Salesforce-Connected AI App Demo
Apps for ChatGPT and Claude that understand your Salesforce data.
Ask one question, get verified business answers in minutes.
United Intelligence runs as a connected app experience: the chat delivers clear business answers, while the companion panel renders deterministic KPIs, source evidence, recommended actions, and audit metadata in real time.
Ready. Ask a business question for Sales Meeting Prep. The companion window will auto-render the best related artifact (spreadsheet, email draft, or executive brief) from the conversation.
Companion window auto-renders the most relevant artifact from live chat context.
Companion Window
Spreadsheet
Tool: finance
Run: Waiting
No run yet. Ask a question in chat first.
Brand AI Narrative
Your AI app stack, your model policy, your enterprise controls.
United Intelligence deploys Salesforce-connected AI apps in your AWS environment and routes approved workloads to OpenAI and Anthropic. Deterministic logic calculates business facts. Generative models produce concise interpretation and next-best actions.
Predictive models score risk, variance exposure, and SLA breach probability.
Deterministic analytics calculate KPIs, record counts, trends, and thresholds.
Generative models draft executive summaries and recommended actions aligned to your brand voice.
Model Selection Rules
- 1. Predictive logic scores risk and likelihood.
- 2. Deterministic logic computes metrics and data tables.
- 3. Generative models (OpenAI/Anthropic) produce narrative and actions.
AI Governance & Trust
Trusted Output Architecture
Every conclusion includes provenance, scope, and execution metadata so risk, compliance, and audit teams can validate what was calculated, what was generated, and why.
User-scoped permissions from source systems
Each run executes within role-scoped access policies. If a user cannot access a field in Salesforce or ERP, the workflow does not access or summarize it.
Audit Fields
Run ID, timestamp, user role, query filters, object scope, provider, model ID, prompt hash, output hash.
Regulated Buyer Language
Outputs separate deterministic facts from generated interpretation and preserve full traceability for finance and mortgage controls.
For production rollout, run AI app traffic on a dedicated subdomain such as app.unitedintelligence.ai with strict permission enforcement, model policy controls, and full audit logging.
Book a 30-Min Workflow Session