Free Trial
Alfred AI - Hero Header

A Salesforce AI Assistant that speaks your language

Alfred guides you through a comprensive calibration, where he learns your prioirties and terminology. This allows you to interact with Salesforce via natural language.

See Alfred Features
Alfred AI
How many lapsed major donors do we have?
Analyzing Individual Donor segment with lapsed + major modifiers...
247 Lapsed Major Donors
Lifetime giving ≥ $10,000 • Gave last year, not this year
Show me stalled enterprise deals this quarter
Filtering Enterprise segment where stage unchanged 30+ days...
18 Stalled Enterprise Deals
Deal size ≥ $100K • No stage change in 30+ days
Alfred AI - How It Works

From setup to insights in one conversation.

No implementation project. No consultant required. Alfred's guided calibration captures your org's unique language, priorities, and metrics.

1
5-10 minutes

Calibration

A guided wizard walks you through what matters to your org. Select your priorities, define your segments, and teach Alfred the terminology your team actually uses.

Segments Your specific criteria
Terminology Your team's language
Metrics How you calculate them
Fields What matters for reports
2
Automatic

Context Tree

Alfred builds a comprehensive map connecting your terminology to your actual Salesforce schema. Every query is validated against this tree. If Alfred can't verify it, it won't answer.

Your Org
Terminology
"major donor" "LYBUNT" "enterprise" "stalled deal"
Segments
Individual Donor Grant SMB Account Enterprise
Metrics
Retention Rate Lifetime Value Win Rate Pipeline Velocity
3
Instant

Ask in your words

That's it. Your team can now ask questions using the terminology they've always used. Alfred translates their language into actions.

Questions Alfred handles
"How many lapsed major donors do we have?" Report using your segment definitions
"Show me donation trends by campaign" Chart grouped by your campaign field
"What's our donor retention rate?" Conversion metric with your criteria
"Show me stalled enterprise deals this quarter" Report using your stage + time filters
"What's our pipeline by rep?" Chart grouped by owner with your stages
"What's the win rate for SMB accounts?" Conversion metric with your segment

Gets smarter with every question

When Alfred misunderstands something, submit feedback. It validates the correction, updates your context tree, and never makes that mistake again.

Ask
Response
Feedback
Updates
Alfred AI - Comparison

No other Salesforce AI does this.

Salesforce AI tools require developers to manually configure every concept. Alfred captures your org's institutional knowledge automatically.

Salesforce AI

Agentforce / Einstein
  • Hours to days setup Requires developer resources, Apex, Flows
  • Manual instruction writing Define every topic and action by hand
  • Generic terminology only Understands "Opportunity" not "major donor"
  • Build your own guardrails Hallucination prevention is your job
  • Reconfigure to improve Edit instructions manually when things break

Alfred AI

Ascend Labs
  • 5-10 minute setup Guided wizard anyone can complete
  • Auto-captured terminology Learns your language during calibration
  • Your org's vocabulary "LYBUNT," "major donor," your segments work
  • Schema-validated answers Can't hallucinate — won't answer if unverified
  • Self-improving Feedback updates context tree automatically

Same question. Different results.

User asks: "How many lapsed major donors do we have?"
Salesforce AI
I don't understand "lapsed" or "major donor." Could you clarify what criteria you'd like me to use? Requires pre-configured topics for every term
Alfred AI
247 Lapsed Major Donors
Lifetime giving ≥ $10,000 • Gave last year, not this year
User asks: "Show me stalled enterprise deals this quarter"
Salesforce AI
I can show you Opportunities. What stage would you like to filter by? Doesn't understand "stalled" or "enterprise" segments
Alfred AI
18 Stalled Enterprise Deals
Deal size ≥ $100K • No stage change in 30+ days