Let your agents do the work.
From revising documents to requesting signatures, AGENT Butler makes it all happen behind the scenes.
AGENT Butler automates every step of your document flow.
- Automatically generate documents based on any trigger
- Send them for digital signature
- Notify customers or teams as soon as it's done
Works seamlessly with Process Builder, Flows, and APEX
You choose the trigger. AGENT Butler does the rest.
- Automate via Process Builder or Lightning Flow
- Easily configure without writing a single line of code
Remove friction. Reduce errors.
AGENT Butler pulls data directly from your Salesforce records, both standard or custom. This ensures consistency, accuracy, and faster processing.
Designed for scale, and built for flexibility.
From high-volume sales teams to niche service providers, AGENT Butler adapts to your business needs.​
Explore AGENT Butler's Features
Full Automation
Trigger end-to-end flows based on field updates, stage changes, and more.
Built-in Sign Requests
Send documents for digital signature automatically.
Lightning Speed
Experience rapid time-to-market with quick template modifications and lightning-fast document creation for enhanced efficiency.
Configurable Agent Actions
Admins can define parameters, map responses, and customize logic for each automation, making it truly plug-and-play.
Easy to Manage Templates
Save time with reusable templates, both static and dynamic.
Fully Integrated with Einstein Chat
AGENT Butler works behind the scenes while users interact with Einstein Chat, making automation feel conversational and human.
Cloud Integration
Choose between multi-tenant or dedicated cloud options, providing scalable solutions with automatic upgrades for a seamless integration experience.
Robust Security
Rest easy with API-based connections that ensure constant authentication, encryption, and verification, keeping your data secure at all times.
GDPR Compliance
Protect user privacy with our strict no-data- logging policy, while benefiting from environments that adhere to GDPR regulations.
