The AI overlay for Salesforce Service Cloud. Real-time answers in the agent workspace, and 60%+ of cases auto-resolved with IrisGPT. No rip-and-replace. Install from AppExchange.
Auto-resolve Salesforce cases with AI-powered suggestions
Surface the right resolution from similar past cases, Salesforce Knowledge articles, and CRM context, directly inside the Service Cloud console. Agents get one-click AI suggestions instead of searching across disconnected systems.
IrisAgent Inside Salesforce Service Cloud
AI-powered suggestions, sentiment analysis, and case context, all in a sidebar that lives right inside Salesforce.
#TK-4821: Cannot export data to CSV
High PriorityBug Report✦ AI-Tagged
JD
James Donovan · Customer · 12 minutes ago
Hi, I'm trying to export my project data to CSV but the button seems greyed out. I have an Enterprise plan and this was working fine last week. I've tried refreshing and clearing cache. Can you help?
SK
Sarah Kim · Support Agent · Composing...
Typing response...
⚡
IrisAgent Assist
AI-powered suggestions for Salesforce
💡 Suggested Response
Hi James! This is a known issue after our v3.2 update. Go to Settings → Exports → Re-authorize. If the button is still greyed out, share your Project ID and I'll escalate to engineering.
📊 Customer Sentiment
😐
Mildly Frustrated
Enterprise · 2yr tenure
📋 Case Summary
Enterprise customer unable to export CSV since v3.2 update. Likely related to known permission regression in JIRA-2847.
🔗 Similar Resolved Tickets
#TK-4790 CSV export broken after update
96%
#TK-4756 Export permissions missing
91%
Real-time tools that work while the agent is in the conversation
Agent Assist: suggested resolutions appear in the Salesforce case sidebar as the case arrives, before the agent types a word
Live Call Copilot: live transcription, grounded answers, Smart Operating Procedures, and call wrap-up during live human calls
AutoQA: scores 100% of AI and human conversations automatically, so coaching is based on every case, not a sample
IrisAgent runs on top of Salesforce Service Cloud: no migration, no new helpdesk. Every module runs on one grounded engine, so AI answers cite their source or hand off to a human.
Deflect 60%+ cases with IrisGPT chatbot for Salesforce Messaging
IrisGPT generates multilingual, accurate answers trained on your Salesforce Knowledge and case history. Integrates natively with Salesforce Messaging and Einstein. Deploy from AppExchange in minutes.
AI-powered case routing, tagging, and prioritization for Service Cloud
IrisAgent discovers custom tags for your domain and auto-applies them to new cases, leveraging CRM data like account tier, contract value, and customer history for intelligent routing. Replace inaccurate manual assignment rules.
Connect Jira bugs and product signals to Salesforce cases
Automatically link Salesforce cases to known Jira issues so agents see root cause instantly. Surface customer account priority, usage history, and product signals right inside the Service Cloud sidebar. No context switching needed.
Proven Results for Salesforce Service Cloud Teams
IrisAgent helps Salesforce support teams resolve cases faster and cut costs.
Purpose-built models trained on your support data, not generic AI. Every answer reflects your product, your terminology, and your workflows.
🛡️
Zero Hallucinations
Every response is grounded in your knowledge base and ticket history. If the answer isn't there, IrisAgent says so. No made-up information, ever.
4x
Faster Resolution
2x
Lower Cost
95%
Answer Accuracy
Quick no-code setup
Supports all major languages
Easily customizable
Any questions?
We got you.
IrisAgent enhances customer service by providing fast, accurate, and personalized responses, thereby nurturing stronger relationships across various communication channels. Salesforce products, including those in the Customer 360 portfolio, play a crucial role in enhancing customer service by integrating seamlessly with IrisAgent. Its advanced capabilities, including AI Agent Assist enable it to comprehend human language nuances, and assist in ensuring a seamless and cohesive brand experience for Salesforce customers and their customers.
IrisAgent is an AI overlay that runs on top of Salesforce Service Cloud without a migration. Agent Assist puts suggested resolutions from similar past cases, Salesforce Knowledge, and CRM context in the case sidebar as the case arrives. Live Call Copilot adds live transcription, grounded answers, procedures, and call wrap-up during phone calls. AutoQA scores 100% of AI and human conversations. Every answer is grounded in your own data and cites its source, or hands off to a human.
Yes. The Free plan needs no credit card and includes the IrisGPT chatbot, the AI Search widget, live agent handoff, automated tagging, and the Salesforce connector. The Standard plan starts at $500/month and adds agent assist inside Salesforce, Voice AI, AutoQA, Support Analyst, Smart Operating Procedures, and routing.
Yes. IrisGPT integrates with Salesforce Messaging and Einstein and answers customers from your Salesforce Knowledge articles and case history. Inside the Service Cloud console, agents also get suggested resolutions drawn from similar past cases, Knowledge articles, and CRM context.
Yes. IrisAgent Case Triggers work on Salesforce cases. A trigger can send the grounded AI answer straight to the customer, post it as a private note for an agent to review, assign a team or agent, update the case status, and write tags or custom fields. Each trigger fires only when all of its conditions match, so teams can automate one case type at a time and keep everything else with agents.
IrisAgent automatically identifies tags specific to your domain or industry using advanced AI solutions and applies them to new tickets without agent intervention. By leveraging customer data, our AI also analyzes Salesforce tickets for language cues that reveal the sentiment. IrisAgent routes tickets to the right agent based on their domain and expertise.
Connect your Salesforce org to IrisAgent through OAuth, install the IrisAgent app, and add the IrisAgent Sidebar: Inline Email component to your Lightning case page so agents can insert suggested resolutions into the email composer. You share the API names of any custom fields you want IrisAgent to use, and the IrisAgent team then sets up the AI models on your cases and Knowledge.
Yes. IrisAgent supports separate production and sandbox connections, each with its own install link, so teams can test the integration in a sandbox org before connecting production.
IrisAgent supports multiple communication channels, including email, chat, and social media platforms. Its omnichannel approach enables Salesforce customers to engage and connect with their customers wherever they are, providing a unified experience across all channels.
