Biz Agent

Elevate your efficiency with an intelligent AI assistant by your side

Leverage AI to revolutionize CRM functions by enhancing data management and customer interactions within Salesforce. Built on 200 OK, it integrates any LLM with Salesforce, tapping into both internal and external data sources.

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Empowering your CRM like never before

Discover how 200 OK coupled with AI can revolutionize the user experience
Prompt Studio & Library

Create and customize your prompts while on the go, linking them to data sources. Then, effortlessly execute proven use cases by using the saved prompts in the prompt library.

AI Assistant

Your Copilot assists you across the CRM system using either saved or immediate prompts.

Pre-built LLM Integration

Get pre-configured integration with popular LLMs like OpenAI and Gemini, allowing you to select or customize integrations to meet your specific needs.

Action builder

You don't have to modify your code or actions; leave them as they are, and our Biz Agent will seamlessly connect to your existing actions.

AI Action

Supercharge Automation with Voice Commands for Your Biz Agent like invoking flows and Apex classes, additionally perform external actions from your non-CRM system that's linked to your CRM.

Benefits of Biz Agent

Tap into the advantages and efficiency enhancements provided by your reliable Copilot.

The Biz Agent streamlines prompt creation and storage in the template library through its intuitive user interface, while also automating dynamic prompt generation based on CRM data.

Effortlessly access and retrieve data, whether it’s sourced externally or within the internal Salesforce database. Seamlessly integrate with various data sources and couple them with AI to ensure a smooth and streamlined process of gaining efficient data insights.

Rely on the trust model of 200 OK AI for your responses, which undergoes multiple layers of scrutiny from prompt generation to data masking to audit trails. Deliver responses with a secure boundary by hosted models within Salesforce, such as Einstein GPT.

200 OK Offers a flexible and efficient way to connect any AI platform with Salesforce CRM, enabling a broad spectrum of use cases.

Unlocking business value with your own Agent

Unleash the enhanced business potential with the Biz Agent

Increase productivity across the organization

Boost productivity across various teams such as sales, marketing, and service by implementing streamlined task management techniques including automated lead scoring, tailored content suggestions, predictive case categorization, sentiment analysis, and more.

Native to Salesforce

The Biz Agent is constructed upon the resilient Salesforce infrastructure, ensuring that your data remains as secure as in a fortified vault.
salesforce-native

Connect any external AI system

It harnesses the capabilities of Large Language Models (LLMs) to perform various tasks such as generating text resembling human language, comprehending search query context, summarizing information, translating content, and more. These LLMs encompass GPT, BERT, T5, and additional models in development.
200 OK integration

CRM Biz Agent Use Cases

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Proposal Generation Using AI Action in Salesforce

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Send Automatic and Personalized Escalation Emails Using AI Action

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Create a sales order in MS Business Central ERP directly from Salesforce CRM.

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Achieving True Customer 360 With External ERP Data

Our Pricing

Discover our competitive pricing plans tailored to your need
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  • Robust, Secure, and Native ETL
  • Prompt Studio & Library
  • AI Assistant and Copilot Widget
  • Action Builder
  • AI-Powered Actions

Revolutionizing Salesforce Operations with Biz Agent

For a leading investment banking firm

Million Saved
$
Faster Reporting
0 %

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