FileSage
Your Salesforce Files, Reimagined with Conversational AI
Stay in Salesforce. Upload any document. Chat with its content—in seconds, drive smarter decisions.
Bring AI-powered conversation directly to your Salesforce instance. With FileSage, you upload any document - PDF, Word, Excel, Images - and instantly ask questions, get summaries, or extract key data without leaving Salesforce.
Key Benefits
- Lightning-Fast Insights: Instantly summarize 50‑page contracts or technical manuals.
- 360° Salesforce Integration: Chat right from Leads, Opportunities, Cases, or any custom object.
- Secure & Private
- Scalable Across Teams: One app serves Sales, Support, Legal, and Operations with customizable prompts.
Features at a Glance:
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Universal File Support: PDF, DOCX, XLSX, TXT, and more.
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Role‑Based Prompt Library: Prebuilt templates for contract review, case triage, policy checks.
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Interactive Chat UI: Inline source highlighting, suggested follow‑ups, and summary cards.
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Salesforce Actions: Log AI-generated summaries to records or trigger Flows via chat commands.
Use Cases by Team: -
Sales: Quickly pinpoint negotiation points, pricing clauses, and renewal details to close deals faster.
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Support: Summarize troubleshooting guides and past case attachments to resolve tickets on first contact.
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Legal & Compliance: Identify high-risk clauses and regulatory requirements in seconds.
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Operations & Finance: Extract KPIs from spreadsheets, compare policy versions, and automate data entry.