Tell us your challenge. We’ll build and test your first agent in your Salesforce sandbox—free, within an agreed scope, with no obligation to proceed.
REDA AI is a configurable AI platform for Salesforce. Build agents around your business knowledge, data and permitted actions to support employees, serve customers and carry out business workflows.
Start with one problem. Extend what your agents can do as your business needs evolve.
A copilot to help your team get work done. Recommendations that guide the next step. Automation that moves your processes forward. Inside Claude. Across your customer and partner portals. On your website.A copilot to help your team get work done.Recommendations that guide the next step.Automation that moves your processes forward.Inside Claude.Across your customer and partner portals.On your website.
Explore how each experience works—and what you could build for your business.
An AI colleague, tailored to the way your people work.
Give your people a copilot in Salesforce, configured around their roles, business processes and policies. Ask questions in plain language, review the findings and take the next steps within the permissions and guardrails you set.
Give your people guidance right on the Salesforce record, without starting a chat. Use the record’s information and your configured procedures to highlight what needs attention, explain why and suggest the next step.
Keep work moving 24/7, without managing every step.
Put REDA AI to work inside your business processes. Configure it to respond to events, follow your procedures and carry out permitted actions—bringing in people when judgement or approval is needed. Connect through Salesforce Flows and APIs.
Work with Salesforce from Claude through agents configured with your business knowledge, procedures and permitted actions. Bring the returned results into Claude to analyse, chart and turn into reports.
Bring your business knowledge and procedures into your Salesforce portal. Help customers and partners understand what to do and take the actions you make available, using information they are permitted to access.
Turn website interest into your next business opportunity.
Help visitors explore your products and services, clarify their requirements and take the next step towards buying. Connect the conversation to Salesforce, with the information, sales procedures and actions you allow.
REDA AI is the orchestration layer between your Salesforce and your chosen AI. Your data, procedures and permitted actions shape the work. You decide who provides the reasoning.
Choose the AI behind your workforce.
Supported AI providers
Anthropic
OpenAI
Connect your own provider account and choose a supported model for each agent. Provider charges and terms apply.
Pay the provider directly.
Your AI usage is billed by your provider at its own prices. REDA charges the platform subscription and takes no cut on that usage.
Your relationship. Your terms.
Keep the contract, data-processing agreement and rate card with your chosen provider.
Choose the AI for each agent.
Connect Anthropic, OpenAI, Gemini or DeepSeek. Choose a supported provider and model for each agent, and change that choice as your needs evolve.
Keep control in Salesforce.
Store keys in your own Salesforce credential store. Keep permissions, limits, approvals and usage records with the work. REDA does not hold your provider keys.
Your AI innovation partner.
Your provider supplies the AI. Your REDA subscription supports the platform that puts it to work: Salesforce orchestration, configurable governance, admin tools, support and continued product improvement as AI evolves.
Prefer one subscription with an included AI allowance? Choose AI included: REDA supplies and operates the AI, with shared credits and usage controls.
John D’AngeloSVP of Business IntelligenceThe Assistance Fund
The Assistance Fund · Salesforce Health Cloud
“What mattered to us was giving our Patient Advocates useful assistance in a process they already know. With REDA AI, they can review what the AI has read from a document, evaluate the accuracy, and copy appropriate values into their workflow without additional work—all while keeping the decision in their hands.”
“REDA AI is a fantastic solution—easy to understand and straightforward to use. I configured and tested our community agent myself using the built-in tools, without a technical background. Once I had it ready, REDA helped us deploy it. We’re excited to explore more ways to use AI across Vila 11.”
Know where your data goes. Control what AI can do.
Before you bring AI into your business, you should know what information it uses, who processes it and what stays under your control. Here are four questions worth asking.
Yes. Information used for AI reasoning is sent to the configured AI provider. Your workflows and operational records stay in Salesforce; the provider processes the information supplied for the task.
REDA does not train models on your data. Anthropic’s commercial API does not use inputs or outputs for training by default. The optional Economy tier and connected AI accounts have different terms to review.
With your own AI account, your chosen provider processes information under your agreement. REDA’s provider arrangement applies to AI included, not to your separate account.
No separate REDA-hosted middleware or CRM database is needed for the core workflow. Salesforce calls the AI provider directly, and your configured Salesforce tools and actions execute inside your org.
Configure access, available tools and workflow behaviour for each channel. Choose where people review, manage usage limits and inspect conversations, recorded actions and incidents in Salesforce.
Your admin team knows the business. We bring the AI expertise.
For small and mid-sized organisations running on Salesforce, REDA brings together a configurable AI platform and a hands-on innovation partner. We work with your administrator and business teams to identify useful opportunities, configure the first workflow and test it together—then help you build on what works.
One plan covers your Salesforce org, with no per-user REDA AI licence fees. Choose AI included or connect your own AI accounts. Your team retains control through built-in configuration tools, usage visibility and limits you can set as adoption grows.
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