Your Salesforce Data, Instantly Accessible
Phenoble Agent is an AI-powered bridge that lets you talk directly to your CRM in plain English: no complex reports, no tab-switching, just instant answers.
The Problem with Salesforce Today
Salesforce is a powerhouse of data, but navigating it can be slow, complex, and overwhelming. Finding specific insights requires manual filtering, complex reports, or constant tab-switching, leading to dashboard fatigue and lost productivity.
The manual path to one question
The Solution: Ask, Don't Search
Phenoble Agent acts as an AI assistant that lets you talk directly to your CRM. Instead of clicking through endless menus, you ask a question in plain English and get an instant, formatted answer, straight from your own Salesforce org.
Which of my top opportunities haven't been touched this week?
3 open opportunities over $50k have had no activity in the last 7 days:
| Opportunity | Stage | Amount | Last activity |
|---|---|---|---|
| Acme Corp Renewal | Negotiation | $86,000 | 9 days ago |
| Northwind Expansion | Proposal | $64,500 | 8 days ago |
| Globex Platform Deal | Discovery | $52,000 | 11 days ago |
Want me to list the account owners for these?
Key Features
Command Center Dashboard
A clean, high-level overview showing your connection status, recent account activity, and new opportunities from the last seven days at a single glance.
Conversational AI Chat
A natural chat interface that remembers context. Ask “Who are my top leads?” and follow up with “Which haven’t been contacted this week?”
Smart Data Visualization
The AI doesn’t just dump text. It organizes data into clean tables and bold highlights, making information easy to digest and act upon.
Instant Connectivity
Securely connects to your Salesforce org in seconds via OAuth. No passwords stored, no complex setup.
Built for Control & Scale
Role-Based Control
Clearly defined access levels. Admins can manage the entire user base, oversee system health, and control who sees what.
Token Tracking
Track AI token consumption per user. Set limits and refill them as needed, ensuring the system remains cost-effective.
Maintenance Mode
A safety switch that lets admins pause the app for updates without disrupting users or risking data integrity.
Performance Optimization
The system remembers frequent questions, pulling repeated answers from a secure cache to save time and tokens.
Token usage
- Sales team182k / 250k
- Support team96k / 250k
- Leadership31k / 250k
Access levels
Cached answers served today
128 no tokens spent
Why It's Secure & Reliable
We treat data security as a foundation, not an afterthought.
Read-Only Guardrails
On the free plan, the AI is restricted to viewing data only. It cannot delete or modify your Salesforce records, preventing accidental data loss.
Encrypted Connections
OAuth-based access with encrypted tokens. Your queries run inside your own Salesforce org, and your password is never stored.
Open, Safe Architecture
Built on the Model Context Protocol (MCP) and a modern, scalable stack designed to handle professional-grade enterprise workloads.
A Productivity Multiplier for Your Team
We've turned a complex database into a helpful colleague: faster than a manual search, smarter than a standard report, and built with enterprise-grade security.
Free plan available · Read-only guardrails · Secure OAuth connection