UiPath CX Companion Salesforce Plug-in
CX Companion is a productivity workspace built as a customizable Apps template that enables contact center representatives to view, run, and track automations, apps, and agents based on the context of incoming calls or service requests. It can be embedded in Salesforce (out of the box), embedded in other third‑party systems, or used standalone. With CX Companion embedded, agents can: • Access a 360° customer view by pulling data from the host system. • See and run the most relevant UiPath actions (automations, apps, agents) driven by case/account context. • Launch workflows that reduce swivel-chair work by executing steps across systems while the agent stays in Salesforce • Track execution status (start/end), and streamline handoffs with attended and unattended execution options.
Top keywords
- agents3×2.50%
- embedded3×2.50%
- automations2×1.67%
- companion2×1.67%
- context2×1.67%
- cx2×1.67%
- cx companion2×1.67%
- execution2×1.67%
- run2×1.67%
- salesforce2×1.67%
- systems2×1.67%
- track2×1.67%
Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
