Tell us your challenge. We’ll bring your first agentic team member into your Salesforce sandbox—built and tested with you, free within an agreed scope, with no obligation to proceed.
REDA AI is a configurable AI platform for Salesforce. Build agentic team members around your business knowledge, data and permitted actions to support employees, serve customers and carry out business workflows.
Start with one problem. Extend what your agentic team members can do as your business needs evolve.
Built on REDA AI. Your implementation is tailored to your business.
Explore the platformMira: REDA’s own real-estate implementation.
Built on REDA AI. Your implementation is tailored to your business.
One platform, configured for your business. These examples show what you could build.
Explore the complete platform →
5:07Use Clara through MCP to explore Salesforce finance records, compare months and prepare a management briefing with charts and a PDF. Keep Salesforce access scoped while working with returned findings in Claude.
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5:12Follow a WhatsApp enquiry from REDA Connect into Salesforce, as Mira checks property records, gathers requirements and updates the enquiry. Built on REDA AI. Your implementation is tailored to your business.
Watch demoConfigured permissions, tools and review points govern the work. Selected information is processed by the AI provider; provider charges and terms apply. Messaging uses REDA Connect and your configured channel access.
Governance & trust →AI options & pricing →Demos play on YouTube when selected. Privacy policy.
A copilot to help your team get work done. Recommendations that guide the next step. Automation that moves your processes forward. Inside Claude. Across your customer and partner portals. On your website.
Explore how each experience works—and what you could build for your business.
Explore the platformGive your people a copilot in Salesforce, configured around their roles, business processes and policies. Ask questions in plain language, review the findings and take the next steps within the permissions and guardrails you set.
Explore copilot
4:25Work with an AI copilot in Salesforce
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Give your people guidance right on the Salesforce record, without starting a chat. Use the record’s information and your configured procedures to highlight what needs attention, explain why and suggest the next step.
Explore recommendations
From record context to practical next steps.
Put REDA AI to work inside your business processes. Configure it to respond to events, follow your procedures and carry out permitted actions—bringing in people when judgement or approval is needed. Connect through Salesforce Flows and APIs.
Explore automation & apis
5:12Turn incoming messages into action
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Work with Salesforce from Claude through agentic team members configured with your business knowledge, procedures and permitted actions. Bring the returned results into Claude to analyse, chart and turn into reports.
Explore inside claude
5:07Bring Salesforce context into Claude
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Bring your business knowledge and procedures into your Salesforce portal. Help customers and partners understand what to do and take the actions you make available, using information they are permitted to access.
Explore customer & partner portals
3:07Support customers in Experience Cloud
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Help visitors explore your products and services, clarify their requirements and take the next step towards buying. Connect the conversation to Salesforce, with the information, sales procedures and actions you allow.
Explore website
3:28Help website visitors take the next step
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One platform, configured for your business. These examples show what you could build.
Explore the complete platform →REDA AI is the orchestration layer between your Salesforce and your chosen AI. Your data, procedures and permitted actions shape the work. You decide who provides the reasoning.
Supported AI providers
Anthropic
OpenAI
Connect your own provider account and choose a supported model for each agentic team member. Provider charges and terms apply.
Your AI usage is billed by your provider at its own prices. REDA charges the platform subscription and takes no cut on that usage.
Keep the contract, data-processing agreement and rate card with your chosen provider.
Connect Anthropic, OpenAI, Gemini or DeepSeek. Choose a supported provider and model for each agentic team member, and change that choice as your needs evolve.
Store keys in your own Salesforce credential store. Keep permissions, limits, approvals and usage records with the work. REDA does not hold your provider keys.
Your provider supplies the AI. Your REDA subscription supports the platform that puts it to work: Salesforce orchestration, configurable governance, admin tools, support and continued product improvement as AI evolves.
Prefer one subscription with an included AI allowance? Choose AI included: REDA supplies and operates the AI, with shared credits and usage controls.
Compare both pricing models →
Read the case study“What mattered to us was giving our Patient Advocates useful assistance in a process they already know. With REDA AI, they can review what the AI has read from a document, evaluate the accuracy, and copy appropriate values into their workflow without additional work—all while keeping the decision in their hands.”
Read the Vila 11 story“REDA AI is a fantastic solution—easy to understand and straightforward to use. I configured and tested our community agent myself using the built-in tools, without a technical background. Once I had it ready, REDA helped us deploy it. We’re excited to explore more ways to use AI across Vila 11.”
Before you bring AI into your business, you should know what information it uses, who processes it and what stays under your control. Here are four questions worth asking.
Explore governance & trustYes. Information used for AI reasoning is sent to the configured AI provider. Your workflows and operational records stay in Salesforce; the provider processes the information supplied for the task.
See what is sharedREDA does not train models on your data. Anthropic’s commercial API does not use inputs or outputs for training by default. The optional Economy tier and connected AI accounts have different terms to review.
With your own AI account, your chosen provider processes information under your agreement. REDA’s provider arrangement applies to AI included, not to your separate account.
Understand the provider termsNo separate REDA-hosted middleware or CRM database is needed for the core workflow. Salesforce calls the AI provider directly, and your configured Salesforce tools and actions execute inside your org.
Explore the architectureConfigure access, available tools and workflow behaviour for each channel. Choose where people review, manage usage limits and inspect conversations, recorded actions and incidents in Salesforce.
See the controlsFor small and mid-sized organisations running on Salesforce, REDA brings together a configurable AI platform and a hands-on innovation partner. We work with your administrator and business teams to identify useful opportunities, configure the first workflow and test it together—then help you build on what works.
One plan covers your Salesforce org, with no per-user REDA AI licence fees. Choose AI included or connect your own AI accounts. Your team retains control through built-in configuration tools, usage visibility and limits you can set as adoption grows.
Compare with AgentforceUse your data model, procedures and review points as the test.
Be clear about your administrator’s role and the support you need.
Compare the complete workflow, including setup, usage and ongoing support.
Find the setup guide for your audience and channel.
Get started with REDA AI →Review REDA AI release notes, or browse the release history by product across the REDA suite.
REDA AI release notes →For help with your setup, contact the support team with the question and the steps you have tried.
Contact support →