What can Ascendix Conversational Agent help me with?
Ascendix Conversational Agent is built for CRM tasks inside Salesforce. You can use it to search for records, create and update data, log activities, draft emails, summarize records, capture notes, and automate multi-step workflows — all through natural language.
Can I personalize how the Agent behaves?
Yes. You can set explicit rules through the chat that the Agent will remember and apply going forward — for example, always showing a specific field in search results, defaulting to a certain property type, or skipping certain fields when creating records. See the Memory System section for details and examples.
Does the Agentsee all records in Salesforce?
No. The Agent only sees records you are permitted to see based on your Salesforce profile and permissions. If a record doesn't appear in results, check your access permissions first.
Will the Agentmake changes without my approval?
For write actions — creating or updating records — the Agent will always show you what it's about to do before proceeding. For email drafts, it always presents the draft for review before sending. It never acts autonomously on write or send actions.
Why did the Agentreturn no results when I know the record exists?
A few possible reasons: the record may not be accessible under your Salesforce permissions, the search query may have been too vague, or a field name or filter value may not have matched what's stored in the system. Try rephrasing with more specific details — full record names, exact field values, or a broader date range.
Is there a limit on how many records I can work with at once?
For search results, the cap is 50 records per query. For bulk record creation or updates, operations over 20 records will run as a background job and may take 1–3 minutes. For CSV imports, the limit is 2,000 rows per session.
Does the Agentremember our previous conversations?
Not in the way you might expect. Ascendix Conversational Agent does not store full conversation history — there is no way to scroll back through past chats, and context is cleared after a session ends. Not in the way you might expect. The Agent does not store full conversation history, and context is cleared after a session ends. It can, however, remember explicit preferences you teach it over time. To understand how this works, see Feature Guides & Prompt Examples
Who do I contact for support?
Reach out to the Ascendix Support Team at support@ascendix.com for any questions or issues.
Can I use this on mobile?
Yes, but with some caveats. Ascendix Conversational Agent is supported on mobile, though the experience is currently optimized for desktop use. Mobile support is actively being improved and a more polished mobile experience is on the roadmap — so expect this to get better over time.