Top Salesforce AI Tools

Discover the best AI Tools available for Salesforce (Updated Weekly)
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Salesforce AI for Sales

Fathom

A personal AI-meeting assistant

GPTfy

ChatGPT powers within Salesforce

pickle.ai

AI to eliminate Sales teams’ blind spots

Draup

AI-powered deep insights for Sales leaders

MeetRecord

AI that analyzes your Sales calls and trains your reps

SmartSales.ai

AI power for Sales reps.

SellScale

AI Powered outbound sales

Rollio

AI to talk, tap and text with your Salesforce data

Persana AI

AI- to uncover high-intent leads

Attention

AI to help sales teams close more deals

Amplemarket

AI that automates Sales outreach

Simpli Contract

AI to help businesses manage their contracts

Sybill

AI to help sales teams by automating tasks, providing insights, and coaching reps.

Humanlinker

AI to personalize sales outreach and accelerate the sales cycle.

Floworks

AI to automate and streamline workflows across multiple software applications.

Second Nature

Use AI to create realistic and engaging sales training simulations.

Orum

Use AI to automate and personalize sales conversations.

Oliv AI

AI to generate curated insights from sales recordings.

Salesloft

Use AI to automate, personalize, and optimize the sales process.

Chorus.ai

AI to enhance and analyze sales conversations.

Koncert AI Dialer

An AI-powered outbound dialing platform

Gong AI

Use AI to help sales teams by analyzing sales calls

Spinify

AI-powered sales gamification platform.

Avnio

Use AI to automate the response to RFPs and RFIs

Q-Assign

Use AI to automatically assign leads to Sales Reps

Salesforce AI for Marketing

Resemble AI

AI generated audio content

WordMate

Generative AI to create content right inside Salesforce

Grata

AI for private company search

PathFactory

AI to personalize content and engage with potential buyers

Optimizely

AI to optimize personalized digital experiences

Persado

Motivation AI Platform that enables hyper-personalized

OfferFit

AI to substitute A/B testing

Bloomreach

AI platform for e-commerce

DataMilk

AI to create UX that sells more

Levity

AI to create your own custom workflows

Penguin AI

AI for websites to drive inbound lead conversion

Metadata.io

AI that automates and optimizes paid advertising campaigns.

Botco

Use AI to create and power personalized chatbots.

Writerly

AI that helps Marketing, Sales, Support to improve their writing.

Exceed.ai

AI that optimizes the lead qualification and nurturing process.

Crayon

AI that captures and summarize critical competitive insights.

Metricsflow

AI that provides cookieless insights and analytics

Phrasee

AI content for enterprise marketers

Drift

Use AI to automate and personalize customer conversations.

Conversica

AI to create conversational AI chatbots.

Qualified

AI-powered platform that optimizes websites

Coveo

AI to make personalization more relevant and engaging.

Salesforce AI for Support

Yellow AI

AI to deliver human-like experience to customers at scale

Quiq

AI to up-level your customer experience

TalkDesk

Cloud contact center powered by AI

Forethought

Autonomous, AI-first customer support platform

Zowie

AI-powered customer service software

Netomi

High quality customer experiences at scale

Neuron7

AI-generated resolution intelligence for support

Ada

AI platform to easily create your CX chatbots

Intento

AI to automate and optimize their translation (MT) workflows

Dataplant

AI to help customer success teams retain customers

twig

AI to help customer support teams resolve customer issues more quickly and efficiently.

TheLoops

AI to improve customer support operations.

Caffeinated CX

Use AI to automate and personalize customer support.

Quark.ai

AI that interprets support tickets and provides automatic resolutions.

Churn360

Predict at risk customers with AI

MonkeyLearn

AI that simplifies customer feedback

Halosight

Use AI to analyze customer support data

Natterbox

Conversational AI to help sales reps qualify leads

Ada

Customer Service Automation Powered by AI

Salesforce AI for Developers

Panaya Foresight

AI to manage, maintain and debug your Salesforce org.

Plauti’s Data Action Platform

AI to easily manage bulk actions in Salesforce

Moveworks

AI that automates IT support tasks and resolves tickets.

Spin.ai

Use AI to protect SaaS data from ransomware, data loss, and misconfigurations.

Copado Robotic Testing

AI-Powered Test Automation

Sweep.io

AI to deploy Salesforce configurations

Metazoa

AI Powered Salesforce Org Management

ComplianceQuest

AI-powered platform for unified PLM, QMS and EHS

Delpha

Identify and eliminate duplicate data in Salesforce with AI

FieldKo

AI that automates workflows and predictive insights

Cohere

NLP tools through an easy-to-use API

DataGroomr

Use AI to Dedupe Salesforce Data

Salesforce AI for Rev Ops

Doxis

AI-powered enterprise content management

harpin AI

AI to improve identity data

Squirro for Salesforce

Generative AI for Search, Insights, and Automation

Action AI

Expand your Salesforce power with AI

Falkon

AI-powered revenue optimization platform

Advocat

Virtual Deal Desk with AI-guided contracting

Symon.ai

AI that spots trends and identifies outliers in your data

Lazy Admin

AI-Powered Quick Reporting Tool

Akkio

AI to forecast revenue and predict customers’ lifetime value

BoostUp

AI to help revenue teams drive predictable growth

Coho

AI that analyzes product usage data and identifies growth opportunities.

Kizen

AI that improves operations by automating tasks and providing insights.

Coho

AI that analyzes product usage data and identifies growth opportunities.

Aptivio

AI to automate and optimize document-intensive processes.

CorralData

AI to automate and simplify data analysis, to get easy fast insights.

OpenGTM

AI-powered revenue predictions, customer intel, and deal prioritization.

Vivun

AI to help PreSales teams close more deals and boost revenue.

NextQuarter

AI that automates and accelerates Salesforce revenue forecasting.

ValueCore

AI that quantifies the value of a solutions to prospects

Nektar

AI that unplugs CRM data gaps

People.ai

Use AI to predict growth across your GTM

SetSail

AI-powered insights into every deal

Provus

An AI-powered CPQ solution

Superframe

AI-first solution for configuring Go To Market tools
What is an AI Tool for Sales?

Top Salesforce AI Tools for Sales

AI Tools focused on Sales Automation are where we see much of the AI buzz.

This category of AI primarily focuses on Generative AI capabilities - tools that directly increase Rep productivity by automating taskslike targeted lead generation, data enrichment, personalized cold outreach, creating proposals, and more.

The AI Tools listed here integrate seamlessly to Salesforce and bring a robust feature set on top of the core CRM functionality.

🔥 Top Salesforce AI Tools for Sales

Fathom

Tired of scribbling notes during endless video calls? Fathom AI Meeting Assistant swoops in like a superhero, taking over the note-taking burden. This free tool records, transcribes, and summarizes your Zoom, Google Meet, or Microsoft Teams meetings, letting you focus fully on the conversation. Imagine key points highlighted automatically, action items identified, and even entire calls condensed into digestible summaries. Plus, you can search transcripts for specific moments and share highlights with colleagues, ensuring everyone's on the same page. So, ditch the notepad, embrace Fathom, and reclaim your meeting Zen.

⭐ G2 Rating: 5.0

GPTfy

GPTfy supercharges your Salesforce with Generative AI. The Salesforce native tools allows Sales teams to use ChatGPT-like powers right within Sales Cloud.

It allows reps to instantly engage with leads with tailored responses using AI, reducing manual email composition time and boosting Web2Lead and Email2Lead conversions.


⭐️ AppExchange rating: 5
💲 Price: Starts at $0

pickle.ai

Pickle.ai leverages AI to improve sales team performance through automated call recording and transcription, AI-generated meeting summaries, keyword spotting and tagging, and meeting insights and analytics.

Pickle is the first conversation intelligence platform focused on the SMB sales rep; and it seamlessly connects the entire organization where they live.

⭐ G2 Rating: 4.8

Draup

Draup uses AI to empower enterprises with Talent Intelligence and Account Intelligence.
Draup analyzes millions of data points about talent and skills across global locations. This data is used to provide insights into the talent market, identify and engage potential candidates, and develop and retain employees.
Draup can also provide insights into key accounts and decision-makers.

⭐ G2 Rating: 4.6

MeetRecord

MeetRecord provides a simple, scalable solution to record and analyze all online meetings (Zoom, Teams, Meet) to create visibility, drive process and behavior changes, and deliver bottom-line impact.
MeetRecord helps Customer-Success and Sales teams to accelerate sales deals, ramp up coaching and implement async work during remote work.

SmartSales.ai

Smartsales.ai is an AI-powered sales acceleration platform that helps sales teams improve their performance and close more deals.

Smartsales.ai's AI uses data analysis, lead scoring, opportunity management, and real-time coaching to help sales teams automate tasks.

SellScale

SellScale is an AI-powered sales automation platform that helps sales teams personalize their outreach and close more deals.

SellScale's AI can help sales teams identify and prioritize the best prospects, generate personalized email messages, follow up with prospects, schedule meetings, and integrate with CRM systems.

Rollio

Salesforce was built to output powerful insights to drive growth and revenue, which requires consistent and quality data input from your users. Rollio's tap, text, and voice provides a human interface for Sales & Customer Service reps that fuels input.

💲 Price: $60 per user per month
⭐ AppExchange Rating: 4.8

Persana AI

Persana uses AI automations to easily uncover high-intent leads. It also enables Sales teams to leverage insights that could potentially boost your pipeline.

Persana can also generated hyperpersonalized communication  and create workflows to track customer behavior and automate time-consuming tasks.

Attention

Attention.tech uses AI to help sales teams close more deals by:
• Identifying which leads are most likely to convert into customers.
• Providing sales reps with insights into customer objections and how to overcome them.
• Recommending personalized content and offers to customers.
• Automating tasks such as lead scoring, opportunity scoring, and pipeline forecasting.
This helps sales teams to focus on the most promising leads, build stronger relationships with customers, and close more deals.

⭐ G2 Rating: 5.0

Amplemarket

Amplemarket uses AI to help businesses automate their sales and marketing processes, personalize their outreach, and generate more leads and sales.

Amplemarket uses AI to identify and qualify leads from a variety of sources, such as websites, social media, and CRM systems, then score leads based on their likelihood to convert into customers.
It also uses AI to personalize emails and create nurture campaigns.

⭐ G2 Rating: 4.5

Simpli Contract

Simpli Contract uses AI to help businesses manage their contracts more efficiently and effectively.
Simpli Contract's AI capabilities include:
• Contract drafting: Simpli Contract can help businesses to draft contracts more quickly and accurately by suggesting clauses, providing context-aware guidance, and detecting potential risks.
• Contract review: Simpli Contract can identify red flags, providing insights into contract terms, and suggesting revisions.
• Contract analysis: Simpli Contract can track contract performance, and generating reports.
• Contract negotiation: It can also identifying areas of compromise and suggest mutually beneficial solutions.

⭐ G2 Rating: 4.4

Sybill

Sybill is an AI-powered sales intelligence platform that can help sales teams improve their performance by automating tasks (such as transcribing sales calls, creating call summaries, and generating follow-up emails). Sybill also provides insights to sales reps into their performance, such as their win rate, average deal size, and customer satisfaction. Sybill also coaches reps by providing feedback on sales calls and offering suggestions on how to close more deals. 💲 Price: $49 per user per month ⭐ G2 Rating: 4.8

Humanlinker

Humanlinker is an AI-powered sales outreach platform that helps sales teams personalize their outreach and accelerate the sales cycle.

Humanlinker uses AI to analyze customer data and identify the best ways to connect with each prospect. It also provides sales reps with personalized icebreakers, email templates, and follow-up recommendations.

💲 Price: $39 per user per month
⭐ G2 Rating: 4.0

Floworks

Floworks is an AI-powered workplace automation platform that helps businesses to automate and streamline workflows across multiple software applications (including Salesforce).

Floworks can understand natural language commands, which allows users to automate tasks by simply telling Floworks what to do.

It can also automate a wide range of workflows, including tasks such as creating and sending emails, updating CRM records, and generating reports.

Second Nature

Second Nature is a sales training platform that uses AI to create realistic and engaging sales training simulations. It can help sales reps to improve their skills by practicing in a safe and controlled environment.

Second Nature creates realistic simulations by using data from real sales conversations and uses gamification techniques to engage Sales reps as well as provides feedback on their performances.

Orum

Orum is a sales acceleration platform that uses AI to automate and personalize sales conversations.
Orum can help sales reps to connect with more prospects, have more productive (and personalized) conversations, and close more deals by identifying opportunities based on sales conversations.

⭐ G2 Rating: 4.6

Oliv AI

Oliv AI is a sales intelligence platform that uses AI to generate curated insights from hours of sales recordings.
It can help sales reps to improve their sales process by identifying best performing discovery questions, common customer queries, and objections.

Salesloft

Salesloft is a sales engagement platform that uses AI to automate, personalize, and optimize the sales process. It can help sales reps to close more deals, improve customer satisfaction, and boost revenue.

Chorus.ai

Chorus.ai is an AI-powered platform that helps businesses record, transcribe, and analyze sales calls.
Chorus can identify key moments in calls, generate transcripts, and provide insights into sales performance.

⭐ AppExchange Rating: 4.6

Koncert AI Dialer

An AI-powered outbound dialing platform, this is part of Koncert's Dial products.
It integrates directly with Salesforce, making it easy for your reps to be connected with the right leads. This technology basically automates outbound calling so that reps can have more conversations and generate more pipeline.

💲 Price: Starts at $49 per user per month.
⭐ AppExchange Rating: 4.91

Gong AI

Gong is an AI-powered revenue intelligence platform that helps businesses understand and improve their sales conversations. Gong.io does this by automatically transcribing, analyzing, and visualizing sales calls.

💲 Price: $100-$200 per user per year
⭐ AppExchange Rating: 4.99

Spinify

Canadian startup Spinify is an AI-powered sales gamification platform.
It integrates seamlessly with Salesforce (it's the only to use GPT AI) to track and visualize key metrics, create engaging leaderboards, and deliver personalized coaching insights.

💲 Price: Starts at $420 per user per year.
⭐ AppExchange Rating: 4.83

Avnio

Avnio is an AI-powered RFP response automation platform that helps businesses win more RFPs by providing insights into the RFP process and generating winning responses.
Avnio analyzes RFPs, identify the key requirements, and generates responses that are tailored to each RFP.

💲 Price: Starts at $12,000 per company per year.
⭐ AppExchange Rating: 4.98

Q-Assign

100% native to Salesforce, Q-Assign is one of two products built by Ortoo Apps. It's an AI-powered lead routing and assignment platform. It enables sales reps to process Leads and Opportunities more effectively by responding more quickly.

💲 Price: Starts at $21 per user, per month.
⭐ AppExchange Rating: 4.96

What is an AI Tool for Marketing?

Top Salesforce AI Tools for Marketing

AI Tools for Marketing teams offer practical applications across both Marketing strategy / operations and the tactical execution of e-mail marketing and content production.

AI Tools can benefit Marketing strategy by analyzing vast amounts of real-time data and layering in machine learning capabilities andpredictive modeling to provide deep insights on customer behavior.

By connecting these insights directly to your Marketing execution, AI allows teams to create more personalized, relevant messagingat scale to maximize the effectiveness of lead nurturing and conversion.

The AI Tools listed here all integrate with Salesforce, a requirement to drive efficiency throughout the entire GTM motion.

🔥 Top Salesforce AI Tools for Marketing

Resemble AI

Sales and marketing teams, meet your secret weapon: the voice magic of Resemble AI. Imagine personalized voicemail messages from your own voice, captivating product demos narrated by AI actors, or even interactive training simulations with lifelike virtual customers. All powered by their voice cloning and text-to-speech tech. But it doesn't stop there. Craft targeted audio ads in diverse languages and voices, add personality to explainer videos with AI narrators, or make your content universally accessible with voiceovers in various speeds and languages. It's personalization, engagement, and inclusivity on steroids, all wrapped up in the power of voice. So, go ahead, get your message heard loud and clear with Resemble AI.

⭐ G2 Rating: 4.0

WordMate

WordMate is an AI-powered assistant that generates high-quality content for your business. Whether you need social posts, sales emails, or marketing materials, WordMate’s got you covered.

WordMate turns any process into a step-by-step guide for Salesforce teams who want better outcomes, not just faster outputs.

⭐️ AppExchange rating: 5
💲 Price: $90 per company per month

Grata

Grata leverages AI to empower dealmakers to identify and source investment opportunities more efficiently and effectively through semantic web search, similar company identification, smart recommendations, and AI-generated data.
Grata can understand the meaning of text and search for companies based on their business models, products, and services, even if those terms are not explicitly mentioned on the company's website. It can also give smart recommendations and suggest companies to dealmakers based on their past investment interests and the companies they have already researched.

⭐ G2 Rating: 4.8

PathFactory

PathFactory AI helps businesses personalize the content that each buyer sees based on their interests, past behavior, and other factors. This can be done by targeting different content, offers, and product recommendations.
PathFactory’s content AI creates personalized, engaging content experiences for your buyers that serve up the right content, at the right time in the sales cycle, increasing the chance of purchase.

⭐ G2 Rating: 4.4

Optimizely

Optimizely is a digital experience platform that uses AI to help businesses personalize the customer experience, run experiments, and get insights into customer behavior.

Optimizely can be used to personalize the customer experience by delivering customized content, offers, and product recommendations to each individual customer. It can also be used to run A/B experiments on different elements of a website or app to see which versions perform better.

💲 Price: $50,000 per company per year
⭐ G2 Rating: 4.2

Persado

Persado uses AI to create language that motivates customers to engage and act. The Persado Motivation AI Platform leverages a vast, proprietary marketing communications knowledge base, advanced AI, deep learning models, and a decision engine to deliver the precise language that motivates each individual to engage and act.
It works by first understanding the intent of the message and the target audience. It then uses its knowledge base of millions of customer interactions to identify the language patterns that are most likely to motivate that audience. The platform then generates a variety of different language variations, each of which is designed to appeal to a different aspect of the audience's motivation.

⭐ G2 Rating: 4.3

OfferFit

OfferFit uses AI to automate experimentation and personalization. This means that OfferFit can help businesses to test and optimize their marketing offers and campaigns more quickly and efficiently than ever before.
OfferFit's AI-powered experimentation platform can learn which offers and campaigns are most likely to resonate with each individual customer. It does this by tracking how customers interact with different offers and campaigns, and then using this information to inform future recommendations.

Bloomreach

Bloomreach’s AI is 100% focused on e-commerce businesses.
They have an impressive customer and product data set that allows them to create personalization at scale. Bloomreach’s AI understands the intent of customers and buyers, which business metrics to prioritize, and how to facilitate better customer journeys.

⭐ G2 Rating: 4.7

DataMilk

DataMilk.ai uses artificial intelligence (AI) to help e-commerce brands improve the shopping experience for their customers and increase sales.

DataMilk's AI can personalize the shopping experience for each customer, test and optimize different elements of the shopping experience, recommend products to customers, improve the search functionality on e-commerce websites, and detect and prevent fraudulent transactions.

💲 Price: $7.70 per 1,000 sessions (usage-based)

Levity

Levity is an all-in-one no-code platform powered by AI.
It’s the easiest way to handle your routine tasks and it is used by teams to set up different types of workflows, including:
- Prioritize certain conversations (by classifying emails, setting up Slack notifications, etc)
- Improve response time to leads
- Optimize lead qualification and assignment.


Penguin AI

PenguinAI.app uses AI to help businesses improve their website conversion rates by providing insights, automating tasks, and personalizing interactions.
It helps leads understand your product faster by answering product questions and can personalize the content and layout of a website based on the visitor's interests, needs, and purchase history.

Metadata.io

Metadata.io is an AI-powered marketing platform that helps B2B marketers automate and optimize their paid advertising campaigns on platforms such as Facebook, Instagram, LinkedIn, and Google Ads.

Metadata.io's AI models can help marketers target the right audience by analyzing customer data and identifying patterns and trends.
It can also create and manage  campaigns by generating ad copy, optimizing campaigns for performance, and providing insights into campaign performance. As well as measure results and create automated reports.

💲 Price: $60,000 per year
⭐ G2 Rating: 4.6

Botco

Botco.ai is a conversational AI platform that helps businesses to create and deploy chatbots that can answer customer questions, provide support, and generate leads.

Botco chatbots are powered by AI, which allows them to learn and improve over time, and to have more natural and engaging conversations with customers.

⭐ G2 Rating: 5.0

Writerly

Writerly is an all in one content writing solution powered by Artificial intelligence, designed to assist users in accelerating the creation of high quality, engaging and completely plagiarism free written work suitable for all industries.

⭐ G2 Rating: 4.7

Exceed.ai

Exceed.ai is a Conversational Marketing platform, powered by Artificial Intelligence, that automates the lead qualification, scoring, and nurture process for Sales and Marketing teams. Exceed can help sales and marketing teams to save time and to focus on more important activities by automating tasks such as lead scoring, nurturing, and scheduling meetings.

⭐ G2 Rating: 4.7

Crayon

Crayon is a competitive intelligence platform that uses AI to capture and summarize critical competitive insights from a variety of sources, including news, social media, and the web. It can help businesses to stay ahead of their competitors by providing them with timely and accurate information.

⭐ G2 Rating: 4.6

Metricsflow

Metricsflow is an AI-powered analytics platform that helps businesses understand their customers and improve their marketing campaigns.
It uses AI and predictive analytics to track customer behavior, understand their intent, and forecast future sales.

⭐ AppExchange Rating: 5.0

Phrasee

Phrasee AI is an AI-powered platform that helps businesses generate and optimize marketing content.
It uses natural language processing and machine learning to understand audience personas, product lines, and brand guidelines, and uses AI to generate and optimize copy unique to your brand and audience.

💲 Price: $15,000 per audience segment
⭐ AppExchange Rating: 5.0

Drift

Drift is an AI-powered conversational marketing platform that helps businesses engage with customers in real time. I
Drift’s chatbots understand customer intent, generate personalized responses, and track engagement.

💲 Price: $500 per company per year
⭐ AppExchange Rating: 4.71

Conversica

Conversica is a leading provider of conversation automation solutions.
When Salesforce and Conversica integrate, the Conversica Sales AI Assistant can assist your sales team to focus on nurturing the leads most likely to convert into sales opportunities.

💲 Price: Starts at $50,000 per company per year.
⭐ AppExchange Rating: 4.88

Qualified

Qualified AI is the AI-powered engine that powers Qualified.com. Qualified analyzes website data, identifying signals of a company's buying intent, and generates personalized content to engage with website visitors.

💲 Price: $3,500 per company per month
⭐ AppExchange Rating: 5.0

Coveo

Coveo is an AI-powered search and recommendations platform that automatically personalizes every digital experience for customers, partners, dealers, and employees.
Coveo combines unified search, analytics and machine learning to deliver relevant information and recommendations across every business interaction.

💲 Price: Starts at $100 per company per year.
⭐ AppExchange Rating: 5.0

What are AI Tools for Support?

Top Salesforce AI Tools for Support

Support teams are leveraging AI to deliver a better customer experience with every interaction.

These includes AI Tools that are directly interacting with customers via conversational intelligence and chat bots as well as tools focused on enabling the Support Rep, providing access to vast amounts of support data, knowledge articles, and more that can be accessed in real-time during support calls with an AI Copilot in their pocket.

The AI Tools listed here all integrate with Salesforce, a requirement to drive efficiency throughout the entire GTM motion.

🔥 Top Salesforce AI Tools for Support

Yellow AI

Yellow Ai leverages the latest advancements in NLP and generative AI to deliver empathetic and context-aware conversations that exceed customer expectations across channels.

Built on multi-LLM architecture, Yellow AI continuously trains on billions of conversations for scale, speed, and accuracy. Yellow.ai elevates customer experiences with cutting-edge Generative AI solutions to streamline support operations and increase revenue with powerful chatbots and voicebots. With AI bots available in 135+ languages and 35+ channels.

Quiq

Quiq leverages AI to enhance the customer experience and streamline business operations through a suite of AI-powered tools.
Quiq’s AI suggests responses to agents in real time and uses generative AI to help agents write personalized and informative responses, enabling agents to respond faster and accomplish more.
Quiq proactively engages customers based on their identity, location, and needs, helping customers resolve issues more efficiently without waiting for an agent.

⭐ G2 Rating: 4.5

TalkDesk

Talkdesk's AI can understand and respond to customer inquiries in a natural and engaging way, answer customer questions and provide support 24/7, analyze customer conversations to identify their sentiment and emotions, provide real-time coaching to agents during customer interactions, and generate reports and insights that can help contact centers to identify areas for improvement and make better business decisions.

💲 Price: $75 per user per month
⭐ G2 Rating: 4.4

Forethought

Launched in 2018, Forethought is a leading generative AI company providing customer service automation that helps support teams maximize efficiency and productivity.

Forethought’s products enable seamless customer experiences by infusing generative AI, powered by Large Language Models (LLMs), at each stage of the customer support journey: resolving common cases instantly, predicting and prioritizing cases, and assisting agents with relevant knowledge—all from one platform.

⭐ G2 Rating: 4.3

Zowie

Zowie is an AI-powered customer service automation platform that helps e-commerce brands provide better customer support. Zowie's AI uses a variety of technologies, including machine learning, natural language processing, and deep learning, to understand and respond to customer inquiries quickly and accurately.

Zowie's chatbot can answer customer questions 24/7, even when human agents are unavailable. The chatbot is trained on a massive dataset of customer inquiries, so it can understand and respond to a wide range of questions.
The platform can also automate the processing and response of customer emails and route customer tickets to the appropriate agent or team based on the customer's question or issue.

⭐ G2 Rating: 4.7

Netomi

Netomi's AI helps businesses to improve their customer service by providing a more natural and engaging customer experience, making it easier for customer support agents to find the information they need, and ensuring that customers get the help they need quickly and efficiently.

Netomi’s conversational AI can understand and respond to customer inquiries in a natural and engaging way; it also has agent coaching to provide customer support agents with real-time feedback and suggestions to improve their performance.

⭐ G2 Rating: 4.8

Neuron7

With Neruon7, you can diagnose & resolve issues in seconds using AI to analyze your service data and generate resolution intelligence for self-service, agents, and field service technicians. Accurately predict issues, skills needed to fix, parts, and step-by-step resolutions.
Neuron7’s AI analyzes your service data—from any source—to understand issues and the best resolutions in your service environment.

💲 Price: $25 per user per month

Ada

The AI-powered chatbot and voice platform that drives cost-effective resolutions for your business, delivers a modern customer experience, and empowers your team.
Ada allows your team to build powerful customer service automation with minimal effort and zero code.

💲 Price: $30,000 per company per year
⭐ AppExchange Rating: 5.0

Intento

Intento’s AI models help businesses to automate and optimize their MT workflows, to localize content across a global company.
Intento can gives customer support teams the ability to translate chats and tickets into customers' native languages in real time, so they can provide support more effectively.

⭐ G2 Rating: 4.4

Dataplant

Dataplant uses AI to help customer success teams retain customers by analyzing customer data from a variety of sources, such as CRM systems, usage data, and support tickets, to identify trends and patterns that can be used to predict customer churn and automating tasks.
Dataplant's AI can also automate tasks such as customer onboarding, renewal management, and support ticket routing.

twig

Twig is an AI-powered customer support platform that can help customer support teams resolve customer issues more quickly and efficiently.

Twig can understand the intent of customer queries, providing relevant answers to customer questions, even if they are open-ended, challenging, or strange.
It can  also look up the correct answer from documentation, knowledge bases, and past tickets, and propose natural language answers to customer support agents.

TheLoops

TheLoops.io is an AI-powered platform for customer support that helps businesses to improve their customer support operations by providing insights (by analyzing data from customer interactions), automating tasks (like triaging tickets, assigning tickets to agents, and providing updates to customers, and personalizing interactions.

⭐ G2 Rating: 5.0

Caffeinated CX

CaffeinatedCX is an AI-powered customer support platform that helps businesses to automate and personalize customer support.

CaffeinatedCX's AI can automate support tasks such as answering FAQs, routing tickets, and generating reports. It also personalizes support by understanding the customer's intent and by providing relevant information.

Quark.ai

Quark.ai is an AI-powered customer support platform that helps businesses automate and improve their customer support.
Quark uses large language models (LLMs) to understand the context of customer queries and provide resolutions automatically.

💲 Price: $3,500 per company per year

MonkeyLearn

MonkeyLearn is an AI-powered text analysis platform that helps businesses extract insights from their text data.
It can automate tasks such as text classification or categorization, sentiment analysis (positive, negative, etc), and topic extraction (main themes or ideas being discussed).

💲 Price: $299/month with 10k queries/month

Churn360

Churn360 is an AI-powered customer churn prevention platform that helps businesses reduce customer churn by identifying at-risk customers and providing personalized interventions.
With its AI, it can analyze customer data, identify patterns of customer behavior, and predict which customers are most likely to churn.

💲 Price: $199 per company per month

Halosight

Halosight is an AI-powered platform that helps businesses improve their customer experience by providing insights into customer behavior.
It uses natural language processing and machine learning to analyze customer interactions, such as surveys, social media posts, and call center transcripts.

💲 Price: Starts at $2,500 per company per month.
⭐ AppExchange Rating: 5.0

Natterbox

Native to Salesforce, Natterbox is a AI-powered Contact Center solution that helps companies to personalize their conversation journeys for improved customer experience and to boost productivity for their sales and service teams.

💲 Price: Starts at $56 per user per month.
⭐ AppExchange Rating: 4.83

Ada

Ada is a computer software company that features a chatbot-based platform that helps enterprise businesses to automate customer experience. Its platform operates through both web and mobile machine learning engine that reduces support volume and empowers customers to find answers on their own. 💲 Price: Starts at $30,000 per company account, per year. ⭐ AppExchange Rating: 5.0
What are AI Tools for Developers?

Top Salesforce AI Tools for Developers

AI Tools for Developers serve a few different use cases.Generative AI capabilities are proving to be a massive productivity boost for Engineers, used to generate code from natural language, automate testing and bug detection, facilitate documentation, and streamlining the Dev Ops process.

We're also seeing a wave of AI Developer tools delivered as an API. This is more of a toolkit that allows Developers to access large language models and bring those capabilities into their own product offering.

The AI Tools listed here are either built specifically for Salesforce or are designed to be technology agnostic.

🔥 Top Salesforce AI Tools for Developers

Panaya Foresight

With ForeSight, Panaya’s Change Intelligence platform, you gain immediate X-RAY visibility to your Sandbox and Production orgs.

ForeSight deeply analyzes your org’s metadata, instantly providing you with a visual dependencies mapping of your org’s structure. With these insights at hand, you can now easily plan any change, document, test, maintain and debug your org with minimum risk, and with no disruption to business users.

💲 Price: $299 per user per month
⭐ G2 Rating: 4.8

Plauti’s Data Action Platform

No more switching between multiple apps, components or the time-intensive use of Data Loader. A single solution, backed by a highly configurable and secure framework.
Plauti's Data Action Platform saves you hours per week making changes to records in Salesforce. Apply bulk data actions such as mass update, mass delete, mass convert and assign record ownership. Make changes to Leads, Contacts, Accounts and all other standard and custom objects.

💲 Price: Has free tier

Moveworks

Moveworks is an AI-powered platform that helps businesses automate IT support tasks and resolve issues faster. It uses AI to understand IT systems by ingesting data from a variety of sources, such as ticketing systems, configuration management databases, and event logs, identify issues, and recommend solutions.

⭐ G2 Rating: 4.7

Spin.ai

Spin.ai is a SaaS security platform that uses AI to protect SaaS data from ransomware by monitoring for suspicious activity and by identifying unauthorized access to data., data loss by detecting and preventing data exfiltration, and misconfigurations that could be exploited by attackers.

Copado Robotic Testing

Copado Robotic Testing is a cloud-based test automation platform for Salesforce.
It uses AI to automate the parallel  creation of test cases and the execution these.

⭐ AppExchange Rating: 5.0

Sweep.io

Sweep.io is an AI-powered platform that helps businesses to customize and scale Salesforce configurations without development code. It uses machine learning to review Salesforce configurations and identify potential problems by analyzing the syntax, structure, and relationships between objects.

💲 Price: $25 per user per month
⭐ AppExchange Rating: 5.0

Metazoa

Metazoa is an AI-powered platform that helps Salesforce admins find, fix, and prevent technical debt.
Metazoa can analyze Salesforce orgs and identify potential problems like unused objects, duplicate data, and permissions errors as well as recommendations on how to fix and avoid them.

💲 Price: $500 per company per month
⭐ AppExchange Rating: 4.98

ComplianceQuest

ComplianceQuest is an AI-powered compliance management platform that helps businesses automate and streamline their compliance processes.
It assess compliance risks, automates tasks such as document review and risk remediation, and provides insights into compliance performance.

💲 Price: Starts at $30 per user per month.
⭐ AppExchange Rating: 4.82

Delpha

Delpha is an AI-powered DataOps platform that helps businesses ensure the accuracy and reliability of their Salesforce data. It identifies and corrects errors in Salesforce data, automates data validation processes, and provides insights into data quality. 💲 Price: Starts at $29 per user per month. ⭐ AppExchange Rating: 5.0

FieldKo

FieldKo is an AI-powered inspection management software that helps businesses improve the efficiency and effectiveness of their inspection processes.
It uses natural language processing and machine learning to automate tasks such as data entry, risk identification, and corrective action requests.

💲 Price: Starts at $79 per user per month.
⭐ AppExchange Rating: 5.0

Cohere

[Cohere](https://www.cohere.com) is a platform that gives developers and businesses access to NLP, powered by the innovative generation of large language models. Cohere is used to build machines that understand the world and make it safely accessible to all. Cohere provides access to affordable, easy-to-deploy large language models. Its platform gives computers theability to read and write. Whether to better understand what customers are saying or to write compelling copy that speaks to a target audience, Cohere can help.

DataGroomr

DataGroomr is an AI-powered deduplication App. It helps businesses clean, deduplicate, and enrich their Salesforce data. It uses AI to match most accurately, identify the most duplicates, and keep data clean. No setup or configuration is required; its intelligent duplicate detection algorithms handles everything and gets better and better as it learns your unique data and choices. 💲 Price: Starts at $99 per company account, per year. ⭐ AppExchange Rating: 4.96
What are AI Tools for Rev Ops?

Top Salesforce AI Tools for Rev Ops

AI Tools emerging for Revenue Operations teams primarily focus on generating insights that can immediately impact Sales activities and the broader Go-to-Market strategy.

These tools leverage the power of AI to analyze data patterns in sales activities and pipeline data, automate intelligent lead scoring and predictive analytics and connect directly to the Sales & Marketing Stack to facilitate next best action.

The AI Tools listed here plug directly into Salesforce, providing Rev Ops with a centralized data source.

🔥 Top Salesforce AI Tools for Rev Ops

Doxis

Doxis, by SER Group, is a platform that goes beyond simply managing information. It acts as a content services hub, offering features like document storage, secure access, and workflow automation. Think of it as a central nervous system for your organization's content, streamlining processes, fostering collaboration, and extracting valuable insights using AI. From automating repetitive tasks to breaking down information silos, Doxis helps businesses work smarter, not harder, ultimately leading to improved efficiency, compliance, and decision-making.

harpin AI

The harpin AI platform offers Salesforce customers a comprehensive solution for cleaning, organizing, and unifying their Salesforce data.

Improves the integrity, quality and authenticity of your consumer identity data using advanced AI and ML tools, all readily available in harpin AI’s easy-to-deploy toolkit.
Harpin AI gives you accessible, accurate customer identity data – at your fingertips.
Cost effectively and efficiently consolidate fragmented data into certified profiles. Leverage monitoring and error detection that automatically alerts your team when things go wrong.  

Squirro for Salesforce

Squirro is the leading generative AI-enabled semantic search and insights cloud company for searching, analyzing, and interpreting unstructured data. With that, Squirro empowers organizations across the globe to transform enterprise data into AI-driven insights and tailored recommendations.

Squirro has more than ten years of a track record for marrying AI, machine learning, predictive analytics, generative AI, and symbolic AI-like knowledge graphs, together known as composite AI.


💲 Price: $10 per user per month
⭐ AppExchange Rating: 5

Action AI

Boost Productivity, Streamline Workflows, and Unlock AI Insights - All in One Package!

Automate repetitive tasks and processes using AI algorithms, freeing your team to focus on high-value activities.
ActionAI seamlessly integrates with your existing Salesforce environment, making adoption a breeze. It makes it easy to create fully automated workflow in a more simple, straightforward manner.

Free trial 💲

Falkon

Falkon.ai is an AI-powered revenue optimization platform that helps businesses improve their forecasting accuracy, identify their most profitable opportunities, reduce customer churn, and increase their overall revenue.

Falkon.ai does this by integrating with a variety of data sources, using machine learning to identify patterns and trends in the data, and using natural language processing to understand the meaning of customer interactions.

⭐ G2 Rating: 5.0

Advocat

AI contract generation, negotiation and management to improve business and climate outcomes.
Advocat allows you to boost the efficiency of cross-functional teams, create alignment, and shorten the time from your customer’s decision to deal approval. Advocat's virtual deal desk bridges the gap between the opportunity and signature stages, creating a transparent and unified process for your business to achieve deal approval up to 10X faster.

💲 Price: $29 per user per month

Symon.ai

Symon.AI is purpose-built to solve sales management and operations problems--from lead scoring to seller churn--with augmented intelligence.
Harness your historical data with our machine learning and AI tools. Transition from ‘what happened’ to proactive ‘what-if’ scenarios on our no-code platform.

Lazy Admin

Lazy Admin is an AI-powered tool that saves staff hours.
Using human language, business users can fetch reports from Salesforce data. You can perform searches and even export to CSV for further analysis.

Akkio

Akkio can forecast revenue and predict customers’ lifetime value.
It’s a generative business intelligence platform that lets you chat with your data, create visualizations, and create machine learning models in minutes.
Akkio also makes it easy to analyze marketing attribution and gives you insights about your Sales channels.

⭐ G2 Rating: 4.7

BoostUp

BoostUp uses AI to help revenue teams drive predictable growth by providing insights, automating tasks, and personalizing interactions.

BoostUp's AI models can analyze data from a variety of sources, such as CRM systems, sales engagement platforms, and customer support systems, to identify trends and patterns that can be used to drive growth. It can also automate tasks such as lead scoring, opportunity scoring, and pipeline forecasting.
⭐ G2 Rating: 4.6

Coho

Coho is an AI-powered platform that companies boost revenue by analyzing product usage data and identifying growth opportunities. Coho's AI models can identify what makes a product "sticky" and what drives users to upgrade to a paid subscription plan. It also provides real-time usage models to spotlight upsell opportunities and churn risks, and segmentation models to identify different users based on their behavior.

Kizen

Kizen is a no-code and enterprise-grade CRM, insights, and operations platform.

Kizen uses AI to automate data collection (it can automatically collect data from a variety of sources, such as sensors, machines, and people). This data can then be used to identify trends, improve processes, and make better decisions.

Kizen's predictive analytics capabilities can help businesses to identify potential problems before they occur and provides recommendations on how to improve their operations.

Coho

Coho is an AI-powered platform that companies boost revenue by analyzing product usage data and identifying growth opportunities.

Coho's AI models can identify what makes a product "sticky" and what drives users to upgrade to a paid subscription plan. It also provides real-time usage models to spotlight upsell opportunities and churn risks, and segmentation models to identify different users based on their behavior.

Aptivio

Aptivio is an AI-powered platform that helps businesses automate and optimize their document-intensive processes, such as contract review, invoice processing, and customer onboarding.

Aptivio's AI models can extract data from documents, identify errors and inconsistencies, and generate insights. It also offers a variety of tools to help businesses automate tasks and workflows.

💲 Price: $50 per user per month

CorralData

CorralData is a cloud-based data analytics platform that uses AI to automate and simplify data analysis tasks.
It can help users to clean and prepare data, identify trends and patterns, and generate insights.

Users can even ask CorralData questions about their data in plain language, and CorralData will generate the answer. It will also automatically identify trends and patterns in data, and generate insights without any coding required.

💲 Price: $100 per integration per month
⭐ G2 Rating: 4.9

OpenGTM

OpenGTM provides opportunity health data powered by your customer personas — producing fit scores, amount predictions, close date predictions, and propensity to win indicators.

💲 Price: $50 per user per month (free version available)

Vivun

Vivun is an AI-powered platform for PreSales that helps businesses to close more deals, improve customer satisfaction, and boost revenue. Vivun uses AI to automate tasks (like generating proposals, scheduling demos, and tracking opportunities), provide insights about prospects, and personalize interactions.

💲 Price: $120 per user per month
⭐ AppExchange Rating: 4.94

NextQuarter

Next Quarter is a revenue intelligence platform that uses AI to automate and accelerate Salesforce revenue forecasting.
Next Quarter improves the accuracy and efficiency of revenue forecasting by analyzing historical data and identifying trends and patterns.

💲 Price: $100 per user per month
⭐ AppExchange Rating: 5.0

ValueCore

ValueCore.ai is an AI-powered platform that helps businesses quantify the value of their solutions to prospects and customers.
How? Valuecore analyzes customer data and identifies the benefits that their solutions can provide to prospects who are in a similar position.

⭐ AppExchange Rating: 4.47

Nektar

Nektar.ai is an AI-powered platform that helps businesses create personalized experiences for their customers.
Nektar can understand customer preferences by analyzing past behavior, engagement by tracking their interactions with the business, and context by time of day, device or location.

People.ai

People.ai is an AI-powered platform that helps businesses understand and improve their sales performance. People.ai captures and analyzes all sales activity, from emails and calls to meetings and CRM data.

⭐ AppExchange Rating: 5.0

SetSail

SetSail AI is an AI-powered platform that helps businesses automate deal analysis and answer critical revenue questions.

It analyzes sales data (email, call, meetings transcripts), identifies patterns and trends, and generates insights that can help businesses close more deals.

Provus

Provus Inc. is an AI-powered services quoting platform that helps businesses automate and streamline their services quoting process.
Provus uses natural language processing and machine learning to understand customer requirements, generate quotes, and manage the quoting process.

💲 Price: Starts at $60 per user per month.
⭐ AppExchange Rating: 5.0

Superframe

Superframe.ai is an AI-powered platform that helps businesses optimize their go-to-market technology stacks.
It understands the current state of the system and suggests and implements configuration changes to improve the user experience and data quality.

Salesforce
AI Capabilities

Below, we get into the biggest releases Salesforce has made with generative AI within its core suite of products - it all starts with two major elements:

Salesforce is among one of the earliest adopters of Artificial Intelligence in Enterprise SaaS and has been investing heavily in bringing those capabilities to Customers for the past 6+ years, including a strategic partnership with IBM's AI brand, Watson, back in 2017. Those investments have continued in the new GPT era of AI, offering companies the ability to add incredible capabilities on top of their existing technology and data.

↳ Learn more

Einstein GPT: the World’s First Generative AI for CRM

Einstein GPT is a generative (capability to produce or reproduce) AI CRM technology. It combines Salesforce AI models with generative AI technology from other leading language models, along with real-time customer data from the Salesforce Data Cloud.

Released in March 2023, Salesforce claims Einstein GPT is the next generation of Einstein AI. It supercharges productivity through natural language processing (NLP) to understand what the user or organization wants to achieve. It then assists in executing those tasks.

Salesforce’s AI Cloud
Suite of Tools

Salesforce’s AI Cloud is a consolidated suite of AI-powered tools and services built on the Salesforce platform. It’s designed to give the workforce generative AI tools tailored to Salesforce core products. The suite includes a list of NPL tools that will roll out throughout 2023 and 2024.

Relevant Features

Einstein for Service uses bots to scale customer service through boosted productivity. You can enable your teams to reduce call handle time and eliminate hold time.

Einstein for Sales will analyze your CRM data to understand the difference between successful and unsuccessful deals. It can get you from the prospect stage to sealing the deal quicker by highlighting the next steps to complete with your top leads.

Einstein for Marketing builds relationships and personalizes engagement with opportune recommendations and more.

Einstein GPT for Slack Customer 360 apps sends AI-powered customer insights in Slack based on real-time data to support your team’s understanding of your clients and customers.

Einstein GPT for Developers uses the Salesforce Large Language Model (LLM) to assist developers in code generation and analysis.

Relevant Features

Sales GPT will help you accelerate growth and productivity while keeping costs low. Some of its standout functionality includes auto-crafted personalized and influential emails.

Marketing GPT uses natural language prompts and AI-driven recommendations to boost your target marketing campaigns through audience segmentation.

Slack GPT will transform how your team works through functionality, like AI conversation summaries and writing assistance, directly in Slack.

Tableau GPT makes data insights and complex data more accessible for quicker business decisions. It allows sales leaders to achieve their targets through visualizations based on natural language prompts to show real-time progress and recommendations against quotas.

Native vs. Non-Native Salesforce AI Tools

There are many AI tools for Salesforce. Depending on your intended use case, there is another factor to consider: Native vs. Non-Native Salesforce add-ons. Here are the main differences between them.

Native Salesforce Tools

Native Salesforce Tools are built for Salesforce via the Salesforce Lightning Platform, meaning they are built on top of the existing Salesforce infrastructure. It doesn’t require access to an external server or code, so no integration is necessary since the tool resides within Salesforce. Some benefits of using a 100% native Salesforce app include:

Your data is less vulnerable to security threats.

Reports run quicker since database syncs aren’t required.

There are no additional logins and all user interaction occurs within a single interface.

Non-Native Salesforce Tools

Non-Native Salesforce Tools are built outside the platform and integrate with Salesforce via the Salesforce API.

Since there are a limited number of vendors building native apps on top of Salesforce, non-native tools open up a much larger pool of apps to choose.However, there are a couple of downsides too:

Your data is not kept entirely secure since it’s shared with third parties.

Creating APIs to integrate the data may add to your setup and maintenance costs.

Benefits of Using AI Tools for Salesforce

Improves sales

Salesforce’s ‘Sales GPT’ combines AI, data, and CRM software to help your teams find and target potential customers more efficiently and speed up business growth.

Improves marketing

Marketing GPT by Salesforce leverages AI to help you build more personalized relationships with your customers. With the tool’s generative and predictive AI technologies, you can boost your marketing campaigns with data-driven personalized messaging.

Boosts productivity

Tools like Einstein GPT by Salesforce can execute manual tasks, leaving your customer service agents to focus on other activities. For instance, Einstein for Service uses bots to automate customer interactions, and Einstein for Sales analyzes what makes deals successful.

Enhances customer experience (CX)

For instance, Salesforce’s Marketing GPT, for example, can help you improve customer engagement by delivering personalized support. IBM Watson also analyzes customer queries using AI to resolve issues quicker. Personalized customer experiences are vital for growing businesses since it improves customer loyalty and reduces customer acquisition costs by up to 50%.

You’ll gain a competitive advantage

With a more precise understanding of your customers, data-driven insights, and predictive sales analytics, you can optimize operations and develop better strategies. Einstein GPT and Einstein AI serve billions of predictions across the Salesforce platform daily to push you miles ahead of your competitors.

Criteria for
Selecting AI Tools
for Salesforce

{1}
Functionality and Use Cases

Your first considerations when choosing which AI tools for Salesforce to use are functionality and use cases. A use case in this context means a specific way that an AI tool can help you, such as providing a better customer service experience or closing deals more effectively using AI. You need to analyze these to ensure your chosen AI tool’s capabilities align with your business requirements.

Salesforce, for example, makes it easy to determine whether its AI tool, Einstein, is a good fit for your business with a page explaining its features. This page describes the tool’s capabilities like generating predictive insights and custom recommendations. In addition to this useful webpage, Salesforce has a detailed blog post about how Einstein can benefit your business.

{2}
Integrates Seamlessly with Salesforce

If you believe a 3rd party AI tool will be beneficial for your business (something an expert Salesforce Consultant can help you to decide), choose one that offers seamless integration with Salesforce. This ensures that data flows smoothly between your Salesforce software and AI tool.

Gong.io is one example of a 3rd party tool that integrates seamlessly with Salesforce. You can easily tailor this Revenue Intelligence tool to your sales processes by importing Salesforce data fields.

Our second example of a 3rd party tool that integrates with Salesforce is IBM’s Watson Services. This AI-powered solution helps you make smarter, data-based decisions when it comes to your sales and services.

Finally, Conversica® is an AI sales assistant that flawlessly integrates with Salesforce. The two powerhouses work together to identify your most promising leads so you can fine-tune your marketing efforts and increase conversions.

{3}
Vendor Reputation and Future Strategy

Research the vendor’s experience, reputation, and customer reviews. To ensure they’ll be reliable regarding a long-term partnership, consider their performance history, affiliations, and commitment to ongoing development.

Salesforce Einstein Analytics, for example, has some excellent customer reviews on PeerSpot and an average rating of 8.2/10, while Conversica proudly displays its large collection of awards on a dedicated webpage. IBM, on the other hand, discusses real life use cases during a virtual summit about how Watson Services have enhanced, and will continue to enhance, their clients’ businesses.

{4}
Training and Support

Evaluate the training materials and support provided by the vendor—for example, their tutorials, customer support, or access to online forums. You and your teams will need a comprehensive understanding of how the tool works to get your money’s worth. You’ll also need quick access to support if things go wrong.

The Gong Academy, for example, is full of educational resources to help Gong customers get the most out of their products and build their skills at the same time. They’ve got specialized training materials for all members of your organization, from the admin team to the business manager.

Salesforce also has its very own collection of training materials which can be accessed through Trailhead, the platform’s learning portal. Through Trailhead, you can follow ‘guided learning paths’ to explore different topics, such as how to use Einstein features in Marketing Cloud.

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