The 7 best Salesforce AI assistants to boost productivity in 2025

If you use Salesforce, you know it’s powerful. You also know it can be a beast to manage. It often feels like you're juggling endless data entry, running reports, and clicking through a dozen tabs just to find one piece of information. If you’ve ever found yourself thinking, “There has to be a better way,” you’re in the right place.

AI assistants are that better way. And I’m not just talking about basic chatbots. These are tools that plug right into Salesforce to automate tedious workflows, draft emails, summarize conversations, and pull up key info just when you need it. The goal is to give your team their time back so they can focus on what they’re actually meant to do, like talking to customers and closing deals.

But with a flood of new tools hitting the market, it’s tough to know which ones are actually any good. That’s what this guide is for. We’ve done the homework on the top Salesforce AI assistants to give you a clear, no-fluff comparison. By the end, you should have a good idea of which tool could be the right fit for your team.

What defines the best Salesforce AI assistants?

At their heart, Salesforce AI assistants are smart tools designed to work with your Salesforce data and your day-to-day tasks. Think of them as a highly efficient teammate who already knows your business.

They do more than just simple automation. These assistants can understand plain English, so you can ask things like, "Show me my at-risk deals for this quarter," and get a real answer. The best ones learn from your existing data, like old support tickets and sales notes, so their actions and tone match how your business actually operates. Their job is to take over the repetitive work, like writing follow-up emails, summarizing case notes, and routing support tickets, so your team has the right information at the right time.

How we picked the best Salesforce AI assistants

To put together a list that's actually useful, we looked past the shiny feature pages and focused on what really matters when you’re trying to run a business.

• How it connects to Salesforce: Does it actually play well with Salesforce? Is it a quick setup, or are you staring down a months-long project that needs a team of developers? We leaned towards tools that fit into your workflow without making you change everything.

• Your level of control: Can you actually tell the AI what to do? A good assistant lets you set the tone of voice, define the tasks it automates, and know when to loop in a human. We looked for flexibility, not rigid, one-size-in-all models.

• Where it gets its knowledge: A smart assistant needs to know more than just what's in your CRM. Does it learn from all the information scattered across your Confluence, Google Docs, and old support tickets? The ability to pull all that together is what makes an assistant truly helpful.

• How you can test it: Rolling out a new AI tool can be a bit nerve-wracking. We gave extra points to platforms that let you test the AI in a safe environment. Can you see how it would have performed on past data and roll it out gradually?

• The price tag: Is the pricing easy to understand? Or will you get hit with surprise fees just for having a busy month? We preferred simple, flat-rate pricing models.

A quick comparison of the best Salesforce AI assistants

Here’s a quick overview of the tools that made our list for 2025.

Tool	Best For	Salesforce Integration	Key Feature	Pricing Model
eesel AI	All-in-one support automation	One-click help desk integration	Powerful simulation & gradual rollout	Flat monthly fee (no per-resolution costs)
Salesforce Einstein	Deep, native CRM intelligence	Native (built-in)	AI embedded across all Salesforce clouds	Add-on to Salesforce licenses
SUMO Scheduler	AI-powered meeting scheduling	Native Salesforce app	Intelligent appointment booking & prep	Freemium, paid plans from $19/user/mo
Glean	Enterprise search & knowledge discovery	API integration	Unified search across all company apps	Custom quote
Conversica	High-volume lead engagement	API + AppExchange app	Two-way conversational email & SMS	From $2,999/month
Clari	Revenue forecasting & pipeline analysis	Native Salesforce integration	AI-driven deal risk & forecast insights	~$80, $120/user/month (estimated)
Alhena AI	E-commerce shopping assistance	SFCC Cartridge/API	Guided product discovery	Custom quote

A deep dive into the 7 best Salesforce AI assistants

Alright, let's get into the specifics of what makes each of these tools tick and where they might not be the right choice.

1. eesel AI

A screenshot of the eesel AI landing page, which is one of the best Salesforce AI assistants.

Why we chose it: What's great about eesel AI is that it packs serious automation power into a simple, self-serve package. You can connect your help desk, train the AI on all your existing knowledge, and get it running in minutes, not months. It’s built for teams that want to see results quickly without needing a huge IT project.

Key Features:

• One-Click Integrations: It connects instantly to help desks like Zendesk, Freshdesk, and Jira Service Management. It also pulls knowledge from places like Confluence and Google Docs, so it works with the tools you already have.

• Powerful Simulation Mode: This feature is a real standout. Before you even turn the AI on, you can run it on thousands of your past tickets to see exactly how it would have performed. This gives you a solid idea of your potential automation rate, letting you fine-tune and launch with confidence.

The eesel AI simulation feature provides a safe testing environment, making it one of the best Salesforce AI assistants.

• Total Workflow Control: You get to decide exactly what the AI does. Using a simple editor, you can set up custom actions, from looking up order info in Shopify to triaging tickets based on keywords. You choose which tickets get automated and which ones get passed to a human.

A screenshot of the customization and action workflow screen in eesel AI, one of the best Salesforce AI assistants.

• Unified Knowledge: Right from the start, eesel AI learns from your past ticket conversations, help center articles, and internal docs. This means its answers are accurate and match your brand's voice, not some generic, robotic script.

Pricing: The pricing for eesel AI is straightforward. There are no surprise per-resolution fees that penalize you for being busy.

• Team Plan: $299/month ($239/mo if billed annually) for up to 1,000 AI interactions, 3 bots, and integrations with Slack, help centers, and docs.

• Business Plan: $799/month ($639/mo if billed annually) for up to 3,000 interactions, unlimited bots, and adds the ability to train on past tickets, use AI Actions for triage, and access bulk simulation.

• Custom Plan: For larger companies with needs like unlimited interactions, advanced API actions, and custom integrations.

2. Salesforce Einstein / Agentforce

A screenshot of the Salesforce Einstein landing page, which is one of the best Salesforce AI assistants.

Why we chose it: As Salesforce's own AI, Einstein has unparalleled access to your CRM data. It’s built right into the platform, with AI features spread across the Sales, Service, and Marketing Clouds. If your entire company runs on Salesforce, this is the most integrated option available.

Key Features:

• Einstein Copilot: A conversational AI assistant that can summarize records, help write emails, and answer questions using data directly from your CRM.

• Prompt Builder: Lets your admins create and manage reusable prompt templates, which helps keep AI-generated content consistent across the team.

• Data Cloud Integration: It bases its AI responses on a real-time, complete view of customer data pulled from all your connected sources.

Limitations: Being native has its downsides. Einstein can be very complex and expensive to set up and customize. It's tied to the Salesforce world, so it can have trouble if your important knowledge lives in outside tools. On top of that, the pricing is a bit of a black box; it's usually bundled with pricey licenses and you have to talk to a sales rep to get a number.

Pricing: Salesforce doesn't publish Einstein's pricing. It's usually sold as an add-on, and you'll need to contact their sales team for a custom quote.

3. SUMO Scheduler

Why we chose it: SUMO Scheduler is a Salesforce-native app that does one thing exceptionally well: it handles customer scheduling. It uses AI to automate the entire meeting process, from the first booking to the final follow-up, all from within Salesforce.

Key Features:

• Intelligent Scheduling: Automatically books appointments based on your team's availability, routing rules, and customer data in Salesforce.

• AI Meeting Prep: It acts like a personal assistant, looking up attendees and summarizing past conversations to help your sales reps go into every call prepared.

• AI Note Taker: It can capture and summarize meeting notes, saving them directly to the right records in Salesforce.

Limitations: This is a very specific tool. It’s great for scheduling, but it’s not a general AI assistant. It won't help with broad support questions or other CRM tasks outside of meetings.

Pricing: SUMO Scheduler's pricing depends on the platform you use.

• SUMO1 (Standalone): Has a free plan for individuals. Paid plans start at $19/user/month and go up to $39/user/month for more advanced features.

• SUMO for Salesforce (Native): Starts at $31/user/month for the Meetings plan. Other modules require a custom quote.

4. Glean

A screenshot of the Glean landing page, which is one of the best Salesforce AI assistants.

Why we chose it: Glean is designed to solve the "I know I saw this somewhere..." problem. It excels at creating a single search bar for everything across your company's apps, including Salesforce. Its smart search helps teams find what they need in seconds.

Key Features:

• Cross-Platform Search: It connects to over 100 different applications, giving your team a Google-like search for all your company's internal knowledge.

• AI-Powered Answers: It does more than just show you a list of documents. It can answer questions in plain English by pulling information from multiple sources.

• Permission-Aware: This is a big one. Glean respects your existing data permissions, so people only see the information they're supposed to see.

Limitations: Glean is mainly a search and knowledge discovery tool. It's fantastic at finding information, but it isn't built to take action inside Salesforce. It won't triage tickets, update records, or draft replies like a dedicated support automation tool can.

Pricing: Glean's pricing isn't public. It's aimed at larger companies and requires a custom quote based on your organization's size.

5. Conversica

A screenshot of the Conversica landing page, which is one of the best Salesforce AI assistants.

Why we chose it: Conversica gives you AI-powered "Revenue Digital Assistants" that have surprisingly human-like, two-way conversations with leads over email and SMS. It's a workhorse for sales and marketing teams that have a high volume of inbound leads and need a way to follow up with them personally and persistently.

Key Features:

• Autonomous Conversations: The AI assistants talk with leads to qualify them, book meetings, or warm up cold contacts, all without a human needing to step in.

• Salesforce Integration: It syncs all conversation history and updates lead statuses directly in Salesforce through its AppExchange app.

Limitations: This tool is very focused on top-of-funnel sales and marketing. It doesn't do anything for customer support or internal help desk needs. The integration can also be more complicated to manage than a native solution, and the high starting price might be too steep for smaller teams.

Pricing: Conversica doesn't list its pricing publicly, but reports suggest plans start around $2,999/month, so it's a serious investment.

6. Clari

A screenshot of the Clari landing page, which is one of the best Salesforce AI assistants.

Why we chose it: Clari is the platform for sales leaders who need a reliable answer to the question, "Are we going to hit our number?" It uses AI to analyze your CRM data to produce accurate forecasts and show you the health of your pipeline.

Key Features:

• AI-Powered Forecasting: Helps you move beyond gut feelings to a clear, data-driven view of where your revenue will likely end up each quarter.

• Deal Inspection: Automatically flags deals that are at risk of slipping and points out what you need to do to get them back on track.

Limitations: Clari is a specialized tool for sales leadership and operations. It’s not an AI assistant for individual reps or support agents. Its job is to analyze and predict, not automate daily tasks like writing emails or handling tickets.

Pricing: Clari's pricing isn't listed publicly, but industry estimates put it somewhere around $80, $120/user/month. You'll have to talk to their team for a quote.

7. Alhena AI

A screenshot of the Alhena AI landing page, which is one of the best Salesforce AI assistants.

Why we chose it: Alhena AI is made specifically for e-commerce brands using Salesforce Commerce Cloud (SFCC). Its AI shopping assistant is all about improving the customer experience on your site with guided product discovery and conversational search, which can help boost conversions.

Key Features:

• Conversational Search: Lets shoppers find products using natural language (e.g., "I need a waterproof jacket for hiking") instead of clunky keywords.

• Guided Product Discovery: Recommends products, suggests upsells, and answers detailed product questions in real-time.

Limitations: This is a niche tool for the SFCC e-commerce experience. It's not built for B2B sales, general customer service, or internal support.

Pricing: You can't find Alhena AI's pricing online; you'll need to ask for a custom quote for your store.

How to choose the right AI assistant for your Salesforce stack

The "best" tool is simply the one that solves your biggest headache. Here’s a quick way to think it through:

• Start with your main problem. Are you trying to automate customer support? A tool like eesel AI is what you're looking for. Is your main goal to improve sales forecasting? Then Clari is probably your best bet. Trying to qualify a ton of new leads? Check out Conversica. Figure out the job you need to get done first.

• Look at your existing tools. If your company lives and breathes Salesforce, a native tool like Einstein might make sense. But if your team's knowledge is spread across Google Docs, Confluence, and Slack, you'll need a tool that can connect to everything to give genuinely helpful answers.

• Think about ease of use. Do you have a developer team ready for a six-month project, or do you need a tool you can set up yourself this afternoon? Look for platforms that offer self-serve trials and, most importantly, a simulation mode to test before you commit.

• Don't forget security and control. You're connecting an AI to your most important customer data. Make sure the platform is secure and gives you control over what the AI can do and see. The last thing you want is an AI going rogue with sensitive information.

This video provides a great overview of how Salesforce's Einstein AI can boost productivity, which is a central theme of our review of the best Salesforce AI assistants.

Choosing the right Salesforce AI assistant

The world of Salesforce AI assistants is pretty big, with everything from built-in solutions to highly specific third-party apps. The best choice is one that not only connects to your systems but actually helps your team. It should be easy to set up, safe to test, and flexible enough to work the way you do without locking you into unpredictable costs.

If you’re looking for a Salesforce AI assistant that blends power with simplicity, one you can set up in minutes, test confidently, and customize completely, you should give eesel AI a try. You can unify your knowledge and start automating your workflows today.