Product

A reusable platform for every AI workflow in Salesforce

Not a point solution. A configuration-driven orchestration layer that lets Salesforce teams deploy AI across any object, any workflow, and any team — without Apex or custom infrastructure.

Admin Console

Built and managed entirely in Salesforce

The Admin Console is a native Salesforce Lightning app. Admins configure, test, and deploy AI use cases without leaving Salesforce Setup or opening a terminal.

  • Create and configure use cases from a visual editor
  • Define data sources with SOQL, field pickers, or static text
  • Write and push instruction sets to the service layer
  • Map AI response fields to any Salesforce object
  • Run live tests against real records before deploying
  • Monitor batch runs and usage analytics per use case
New Use Case
Name Account Research
Target Object Account
Layout Type Sidebar
Response Action Display for Confirmation
Processing Mode Single Call
Web Search Query {!Name} {!Website} company
Active true
Save Use Case Test on Record Push Instructions
Building blocks

Composable blocks for any workflow

Every WeaveOps use case is assembled from the same reusable building blocks. Mix and match to fit your workflow.

Use Cases

The top-level container for an AI workflow. Each use case targets a Salesforce object, defines its layout behaviour, and sets what happens with the AI response.

Target objectLayout typeResponse actionProcessing mode

Data Sources

Define what Salesforce data is assembled into the AI prompt at runtime. Multiple sources combine into a single context block sent to the model.

SOQL queryRecord fieldsRelated listStatic textApex method

Instruction Sets

System prompts that govern AI behaviour. Stored as managed metadata, editable from the admin console, pushed to the service layer independently of releases.

Instruction keyBody (freetext)Push to serviceVersion history

Response Mappings

Define how AI JSON output maps back to Salesforce. Create new records, update existing ones, or set Flow variables — per output field.

JSON pathTarget object + fieldAction: Create / Update / Set

Steps (Interactive)

For guided workflows, define a sequence of user input steps — button grids, picklists, text fields, file uploads. Each captured before the AI call.

Step typeLabelOrderConditional logicButton options

Runtime Engine

Assembles live Salesforce context, calls the AI service, and writes the structured response back to Salesforce — all in a single transaction.

Triggered by LWC component
Layout types

One platform, six deployment modes

The same WeaveOps LWC renders differently based on the configured layout type. No new component to build for each use case.

01

Interactive

Guided step-by-step workflow with user inputs before the AI call. Structured discovery, qualification, or form-fill.

02

Headless

Triggers automatically on component load or button click. No interaction required — best for background summarization.

03

Sidebar

Persistent overlay alongside a record. Live coaching, quick context, or ambient AI during an active workflow.

04

Conversational

Multi-turn chat interface embedded on a record page. Maintains history across turns for back-and-forth AI assistance.

05

Document

File upload interface. Users attach PDFs or images; sent to the service as structured content blocks.

06

Call Coach

Real-time coaching mode. Streams live transcript chunks during a call and surfaces guidance cards instantly.

See the platform in your org

We'll walk through a live configuration in your Salesforce environment, or set up a demo org. No commitment required.

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