AI agents for Salesforce, built and run around your org
AmpliLoop builds and runs AI agents in your Salesforce org. They review pipeline, keep stage fields complete, roll up the forecast, route leads and research accounts, and they work alongside Agentforce if you use it. Your team approves customer-facing work in Slack, by email or inside Salesforce.
- Connects through
- A Salesforce connected app with OAuth, using the API access in your edition.
- Approvals in
- Slack, email or inside Salesforce.
- Works alongside
- Agentforce, Flows and the managed packages you already run.
- Access
- An integration user with a permission set limited to the objects and fields each agent needs.
Agents to start with in Salesforce
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Stage-gate checkerKeeps required deal fields complete before a stage changes.
- Forecast assistantRolls up the forecast with the risks behind each number.
- Lead routerAssigns the right owner by territory, segment and capacity.
- Account researcherWrites a one-page brief on any target account.
- Call notesWrites the call summary and next steps into the CRM.
Agentforce and AmpliLoop
Agentforce lets you build AI agents on the Salesforce platform. Someone still has to decide which agents are worth running, design them, test them and keep them working. If you own Agentforce, we build on it where it fits. Where the work runs across tools outside Salesforce, we build agents that connect to your org through the API.
Either way, your operator runs the agents and measures them every week.
Check your Salesforce edition
Agents connect through Salesforce's API. Enterprise, Unlimited and Performance editions include API access. Professional Edition needs Salesforce's paid API add-on, which you buy through your Salesforce account executive. We check your edition during the blueprint.
How we get started
- We map your org in the free blueprint: objects, fields, validation rules, flows and the packages you run.
- You approve the first agents and set up an integration user with a permission set limited to what they need.
- We build and test every agent in a sandbox against your flows and validation rules.
- Your first agents go live in production in about 15 days, and your operator watches and tunes them every week.
Questions about Salesforce
Do you work with custom objects and fields?
Yes. We map your objects, fields, validation rules and flows before we build, so agents write data your org accepts.
Will agents conflict with our flows and validation rules?
We test every agent in a sandbox against them before it touches production, and we document what each agent writes.
Do we need Agentforce?
No. Agents run without it. If you already pay for Agentforce, we use it where it fits.
Other CRMs we work in
- HubSpotAgents inside your HubSpot portal, working alongside Breeze. The AmpliLoop app has a built-in HubSpot connection.
- Microsoft Dynamics 365Agents in Dynamics 365 Sales, with briefs and alerts in Teams and Outlook, alongside Copilot.
- PipedriveAgents that keep every deal moving to its next activity, plus research, enrichment and follow-ups.
- Zoho CRMAgents in Zoho CRM that work alongside Zia and the other Zoho apps you use.
- CloseAgents for teams that live on the phone: research before the dial, notes after it, and next steps in between.
- AttioAgents that read and write your own Attio objects, attributes and lists.
- Custom CRMBuilt your own CRM? Agents connect through your API, a database replica or your data warehouse.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.