First Login and Setup
Once Ascendix Conversational Agent is enabled for your org, you'll find the agent component embedded at the bottom right of your Salesforce page. Click it to expand the chat window and start typing.

If you don't see the chat widget, you may not have been assigned the necessary permission. Contact your Salesforce administrator to request access.

What to Expect from the Agent

Ascendix Conversational Agent is a conversational agent built for CRM tasks. It can search for records, create and update data, log activities, draft emails, summarize records, and automate multi-step workflows — all through natural language.

It works like a conversation: you can follow up on a previous response, ask for more detail, or change direction mid-session. The more you use it and the more complete your CRM data is, the better its responses will be.

A few things worth knowing before you start:

• It only sees what you have access to. If a record isn't visible to you in Salesforce, the AI won't find it either.
• Vague prompts get vague results. The more specific you are — record names, field values, filters, dates — the more accurate the response.

How to Write Good Prompts
The Agent understands natural language, but the quality of its response depends on how clearly you describe what you need. Think of it like briefing a colleague — the more context you give, the better the result.

Be specific about the record

Vague references work within the same session but can cause errors when the AI can't resolve which record you mean.

• ✓ "Create a lease for Suite 410 at 1500 Main Street. The lease starts on 01/08/2025 and is for 3 years."
• ✗ "Update the lease" or "Update the same property"

Include filters and details upfront

The more criteria you provide in one instruction, the more accurate the result. Don't expect the AI to guess your preferences.

• ✓ "Show me Class A office listings in Dallas between 15k–25k SF with asking rent under $42 PSF"
• ✗ “Show me office listings in Dallas”

Known Limitations and Edge Cases

• Access-based results. The AI can only surface records you're permitted to see. If something seems missing, check your Salesforce permissions first.
• Vague prompts. If you get an unexpected result, try rephrasing with more specific record names, filters, or context before retrying.
• Email sending requires confirmation. The AI will always present a draft for your review before sending — it never sends autonomously.
• Search results are capped at 50. Dynamic Search returns a maximum of 50 records per query. If your result set is likely larger, narrow your search with additional filters — by date range, owner, record type, or field value — to surface the most relevant matches.
• Record & data limits. CSV imports are limited to 2,000 rows per session — split larger files before importing.
• Record deletion is not supported. Ascendix Conversational Agent cannot delete Salesforce records. Create, update, and bulk-edit operations are fully supported, but deletion must be performed directly in Salesforce. This is an intentional safeguard to prevent irreversible data loss through conversational commands.