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SalesWings AI Assistant for Salesforce
SalesWings AI Assistant for Salesforce

Quick how-to guide about SalesWings' AI Assistant for Salesforce

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

Introduction

The SalesWings AI Assistant takes OpenAI's ChatGPT right into Salesforce and provides valuable information about company's of leads, and accounts.

Furthermore, the AI Assistant will type professional sales emails or LinkedIn posts for your sales reps!

Sales teams can save hours of "Google research" to better qualify prospects, by embedding the AI Assistant to the lead, contact, account, and opportunity layout.

How to use the AI Assistant

Get a quick snapshot about the company

Start by clicking the "Tell me more" button to get an initial overview of the company.

Ask a new, or a follow-up question

You can ask a question about the account by entering it in the input field and hit "ENTER", or click send.

Get quick info with the "Quick Insights" buttons

The handy buttons will ask a question linked to topics that help you better understand the company/account.

Get further information and help from the AI Assistant

The SalesWings AI Assistant is directly connected to OpenAI's ChatGPT.

You can get many useful information, try asking:

  • What are relevant LinkedIn hashtags linked to this account?

  • Can you write a brief email how this company can benefit from [ENTER YOUR COMPANY's OFFERING/PRODUCTS/SERVICE HERE] ?

  • What are main office locations of this company?

Copy text answers

You can copy the answers, so that you can paste them into a Salesforce field, email, LinkedIn post, or else, by using the copy button.

FAQ

Does the AI Assistant submit any confidential information? *

The AI Assistant does not send any of your Salesforce data to OpenAI, other than the company name, URL, or domain name.

We only send above information, as well as your question or input.

Just like Google Search or similar tools, you must not submit any sensitive data to OpenAI.

Sending personal data in a question in AI Assistant is strictly prohibited and goes against the acceptable use of AI Assistant.

What is the cost of AI Assistant?

Pricing for the AI Assistant is currently being defined. The pricing will be a per user licence price.

What about security and privacy?

SalesWings sends above mentioned information* to SalesWings, where it is fully encrypted and protected. Afterwards, we send the information to OpenAI, who responds with a question which is then stored in SalesWings and then displayed in the AI Assistant.

OpenAI does not use your data for anything else (training, analytics,...), other than to provide this service.

OpenAI is also fully compliant with:

  • SOC 2 Type 2 compliance against the Trust Services Criteria for security

  • GDPR, CCPA and other state privacy laws

  • HIPAA (via Business Associate Agreement). We are able to sign Business Associate Agreements in support of customers’ compliance with the Health Insurance Portability and Accountability Act (HIPAA)

How long is data stored and visible?

The answers and data is visible for 24 hours inside Salesforce, unless you reengage the AI Assistant for the given record within 23h59 minutes.

Just like any other data that you enter into Salesforce fields, this data is visible to the other Salesforce users who have access.

Terms & Conditions and Agreement

Preamble

By installing and using the SalesWings AI Assistant ("The AI Assistant"), Customer automatically accepts below Terms & Conditions, entering into an Agreement for the use of The AI Assistant.

If Customer has any other Agreement in place with SD Technologies SA, with its registered office at Route de la Feuillere 29, 1010 Lausanne, Switzerland ("SalesWings"), the Terms & Conditions in this section prevail and are the only applicable terms for the use of The AI Assistant.

General Terms

Customer authorizes SD Technologies SA, with its registered office at Route de la Feuillere 29, 1010 Lausanne, Switzerland ("SalesWings") to send questions and prompts entered into the SalesWings AI Assistant ("The AI Assistant") to OpenAI.

SalesWings only sends the lead, contact or accounts' company names and web domains to OpenAI, and stores and transmits data in a fully encrypted manner to Open AI. SalesWings also stores sent questions and answers on AWS and MongoDB, in Ireland, for up to 24 hours, unless another question is sent linked to the same Salesforce record within 24 hours. All data gets automatically and irrevocably deleted afterwards.

Neither SalesWings nor OpenAI uses or has rights to leverage any submitted data for its own purpose, for example but not limited to training its AI model.

Customer is not allowed to send personal information to SalesWings and OpenAI, and is solely responsible for training its team accordingly.

If Customer stops paying for the AI Assistant, SalesWings may immediately cut access to the use of AI Assistant, until all outstanding payments have been settled.

SalesWings does not guarantee the accuracy of information provided by OpenAI.

Limitation of Liability

(I) THE LIABILITY OF SALESWINGS UNDER OR IN CONNECTION WITH THE AI ASSISTANT, THE SERVICES AND THE TERMS AND CONDITIONS SHALL BE LIMITED TO THE EXTENT POSSIBLE BY THE GOVERNING LAW; AND (II) SALESWINGS SHALL, TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, NOT BE LIABLE UNDER OR CONNECTED WITH THE TERMS AND CONDITIONS, STRICT LIABILITY OR ANY OTHER THEORY.

WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SALESWINGS SHALL NOT BE LIABLE FOR: (I) ERROR OR INTERRUPTION OF USE OF THE AI ASSISTANT, INACCURACY OR FLAWS OF DATA GATHERED OVER THE AI ASSISTANT OR OTHERWISE IN THE CONTEXT OF THE TERMS AND CONDITIONS; (II) LOSS OF BUSINESS; (III) FOR ANY INDIRECT, EXEMPLARY, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES; (IV) PRODUCTS OR SERVICES OF THIRD PARTIES; OR (V) FOR ANY MATTER BEYOND SALESWINGS’ REASONABLE CONTROL.

Governing Law and Jurisdiction

ALL DISPUTES ARISING OUT OF OR IN CONNECTION WITH THE AGREEMENT SHALL BE GOVERNED BY SUBSTANTIVE SWISS LAW EXCLUDING THE CONFLICT OF LAW RULES AND THE LAWS IN TREATIES INCLUDING BUT NOT LIMITED TO THE UNIFORM LAW ON PURCHASES (VIENNA TREATY).

ALL DISPUTES ARISING OUT OF OR IN CONNECTION WITH THE AGREEMENT SHALL BE FINALLY SETTLED UNDER THE RULES OF ARBITRATION OF THE INTERNATIONAL CHAMBER OF COMMERCE BY ONE ARBITRATOR APPOINTED IN ACCORDANCE WITH THE SAID RULES. THE PLACE OF ARBITRATION SHALL BE LAUSANNE, SWITZERLAND. THE LANGUAGE OF THE ARBITRAL PROCEEDINGS SHALL BE THE ENGLISH LANGUAGE.

Miscellaneous

Except as otherwise provided in the Terms and Conditions, the Parties agree that, in the event of any disputed or unresolved claim, debt or obligation, any and all rights to set-off and/or rights to retain funds are expressly waived.

The Parties hereto are and remain independent parties. It is not the Parties' intent to create and the Terms and Conditions does not create the formation of a partnership, joint venture or similar relationship between the Parties.

Neither Party shall not assign or transfer any of its rights and obligations under the Terms and Conditions without the other Party’s prior written consent.

No amendment or modification of the Terms and Conditions shall be valid or binding on the Parties unless made in writing. This shall also apply to the foregoing sentence.

Should any provision of the Terms and Conditions be invalid or unenforceable, the remaining provisions shall be valid. In the place of an invalid provision, a valid provision is presumed to be agreed upon by the Parties, which comes economically closest to the one actually agreed upon.

Failure or neglect by SalesWings to enforce any of the provisions of the Terms and Conditions shall not be construed or deemed to be a waiver of SalesWings' rights nor shall this affect the validity of the whole or any part of the Agreement, nor prejudice SalesWings' rights to take subsequent action.

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