SalesWings AI Sales Assistant FAQ

Accounts, Contacts with an Account, Leads with a Company value, and Opportunities with an Account. Contacts and Opportunities use their related Account for context.

End users need SW AI Sales Agent User. Administrators need SW AI Sales Agent Admin, which also grants access to the Agent component.

The record is missing its Account Name, related Account, or Lead Company. Add the required information and try again.

Depending on configuration and use, it may process selected Salesforce context, identifiers, conversation content, generated answers, tool data, and technical metadata. Qualify, web search, Task creation, and audio playback may process additional information needed by those features.

See Terms and data processing for details.

SalesWings does not use customer prompts, CRM context, or generated responses to train AI models or improve its services. A customer using BYOM is responsible for reviewing the terms of its selected provider.

No. Guardrails control which Salesforce fields an administrator can select as context; they do not inspect chat text. Selecting no sensitivity levels turns filtering off and makes every supported field eligible.

No. It uses either the SalesWings-managed model configuration or a provider configured through Bring Your Own Model (BYOM).

BYOM lets an administrator select an available provider and model and supply the organization's credentials. Azure OpenAI also requires its resource endpoint and deployment name. See Configure Bring Your Own Model.

No. If a BYOM configuration becomes unavailable, restore a compatible configuration or clear the conversation and start a new one.

Conversations are automatically deleted 365 days after the last successfully saved message or action. Opening a conversation does not restart the period. Deletion may occur shortly after, rather than exactly at, the 365-day mark.

Your administrator chooses whether conversations are shared across the org or separated by Salesforce user. Contacts and Opportunities are grouped with their related Account.

Clear deletes the current conversation. If conversations are shared, this also clears it for other users. Clearing from a Contact or Opportunity can also clear the conversation shown on its related Account.

No. It prevents chat until an administrator reconnects the org, but it does not delete conversations or BYOM settings.

No. It generates email text and may open it in the user's email application. It does not create or send a Salesforce email.

Yes, if the user has the required Salesforce permissions. The Agent creates the Task immediately when requested; there is no separate confirmation screen. Review the request first and the resulting record afterward.

The answer text is sent to the configured speech service, which returns audio for playback.

Pricing depends on the applicable SalesWings order or subscription. Contact SalesWings or your Customer Success Manager.