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Alfred AI - Features
Platform Modules

Generic AI guesses. Alfred understands your langauge.

Other AI tools speak Salesforce's language. Alfred speaks yours.

Swipe to explore

Analytics

Generate dashboards, reports, and charts using natural language. Ask for what you need, and Alfred creates native Salesforce analytics.

  • Native Dashboards Real Salesforce dashboards, not screenshots
  • Custom Reports Filtered by your segments
  • Visual Charts Bar, line, pie, funnel — all configurable
Q4 Donor Dashboard Live
$847K Total Raised
2,341 Active Donors
Monthly Trend

Insights

Get real-time, record-level predictions and next best actions. Alfred surfaces what matters before you ask.

  • Predictive Outcomes Likelihood scores for key events
  • Next Best Actions Personalized recommendations
  • Real-Time Signals Updated as your data changes
JS
Jane Smith Major Donor Prospect
Likelihood to Upgrade 87%
Schedule personal thank-you call

Actions

Take immediate action on your data. Update records, trigger workflows, or orchestrate Ascend Labs apps. Just say the word.

  • Record Updates Modify data with confirmation safeguards
  • App Orchestration Trigger Data Doctor, Magic Merge & more
  • Bulk Operations Process multiple records at once
"Merge duplicate contacts from last import"
✓ Found 47 duplicate sets
✓ Launching Data Doctor
Processing merges...

Automations

Set up automated tasks and email reminders. Define triggers in plain English and let Alfred handle execution.

  • Scheduled Tasks Daily, weekly, monthly cadences
  • Smart Reminders Context-aware follow-up prompts
  • Trigger-Based Workflows When X happens, do Y automatically
Lapsed Donor Alerts
Every Monday → Email report
Stalled Deal Reminder
No activity 14 days → Slack notification
Create automation

Questions

Ask anything about your Salesforce data, processes, or organization. Get structured, actionable answers.

  • Data Questions "How many X do we have?" — instant answers
  • Process Guidance "How do I..." — step-by-step instructions
  • Structured Responses Formatted outputs, not walls of text
How do I record a major gift?
1 Navigate to the Contact record
2 Click "New Opportunity"
3 Select "Major Gift" record type
4 Enter amount and close date
Alfred AI - Context Tree Foundation
The Foundation

Powered by your Context Tree

Every module runs on the same intelligent foundation, your org's calibrated terminology, segments, metrics, and schema. Set it up once in 5-10 minutes, and every feature just works.

5-10 Minutes to calibrate
100% Schema validated
0 Hallucinations
Your Org
Terminology
"major donor" "LYBUNT"
Segments
Individual Donor Enterprise
Metrics
Retention Rate Win Rate
Schema
Validated Mapped
Analytics Insights Actions Automations Questions