# Clientell - AI-Powered Salesforce Agent ## Overview Clientell is an AI-powered Salesforce Agent that helps Salesforce administrators and users manage, optimize, and automate their Salesforce instance through natural language conversations. ## What Clientell Does - Analyzes Salesforce data and generates insights - Builds custom reports and dashboards - Creates automation flows and processes - Configures Salesforce objects, fields, and picklists - Troubleshoots errors and identifies issues - Provides RevOps insights and business intelligence ## Key Features - Natural language interface - ask questions in plain English - Real-time data analysis and visualization - Automated report generation - Flow creation and automation - Configuration management - Error analysis and troubleshooting - Multi-org support (production and sandbox) - Team collaboration and workspace management ## Use Cases 1. Lead Performance Audit - Analyze lead conversion rates and performance metrics 2. Lead Pipeline Reports - Generate tabular reports of leads with owner accountability 3. Update Picklists - Add or remove picklist values automatically 4. Loss Reason Reports - Analyze why deals are lost with revenue impact 5. Formula Field Creation - Create complex formula fields without syntax knowledge 6. Renewal Opportunity Flows - Automatically create renewal opportunities 7. Smart Error Analysis - Identify and troubleshoot Salesforce errors 8. Opportunity Stage Validation - Prevent backward stage progression 9. Slow Query Detector - Find and optimize slow-running queries ## Pricing - Free Starter: 1 user, 1 org, up to 5 conversations (5 messages each) - PLUS: $35/month (billed annually, 65% OFF from $99) - 1 user, 1 org - PRO: $175/month (billed annually, 65% OFF from $499) - 3 users, 5 orgs - TEAM/AGENCY: $350/month (billed annually, 65% OFF from $999) - 5 users, 10 orgs, advanced features - Enterprise: Custom pricing for larger teams - Additional users: $416/yr each (PLUS), $2096/yr each (PRO), $4196/yr each (TEAM/AGENCY) - Additional orgs: $4196/yr each (TEAM/AGENCY only) ## Website https://app.clientell.ai ## Access Clientell is available exclusively through the web interface at app.clientell.ai. No API access is provided. ## Additional Information For detailed information, visit: - Full documentation: https://app.clientell.ai/llms-full.txt - Use cases: https://app.clientell.ai/use-cases - API info endpoint: https://app.clientell.ai/api/llm-info ## Support For support, visit the app or contact the Clientell team through the in-app help system.