List of the Top 25 AI Tools for Salesforce in 2026

Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.

StackAI is an enterprise AI automation platform built to help organizations create end-to-end internal tools and processes with AI agents. Unlike point solutions or one-off chatbots, StackAI provides a single platform where enterprises can design, deploy, and govern AI workflows in a secure, compliant, and fully controlled environment. Using its visual workflow builder, teams can map entire processes — from data intake and enrichment to decision-making, reporting, and audit trails. Enterprise knowledge bases such as SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected directly, with features for version control, citations, and permissioning to keep information reliable and protected. AI agents can be deployed in multiple ways: as a chat assistant embedded in daily workflows, an advanced form for structured document-heavy tasks, or an API endpoint connected into existing tools. StackAI integrates natively with Slack, Teams, Salesforce, HubSpot, ServiceNow, Airtable, and more. Security and compliance are embedded at every layer. The platform supports SSO (Okta, Azure AD, Google), role-based access control, audit logs, data residency, and PII masking. Enterprises can monitor usage, apply cost controls, and test workflows with guardrails and evaluations before production. StackAI also offers flexible model routing, enabling teams to choose between OpenAI, Anthropic, Google, or local LLMs, with advanced settings to fine-tune parameters and ensure consistent, accurate outputs. A growing template library speeds deployment with pre-built solutions for Contract Analysis, Support Desk Automation, RFP Response, Investment Memo Generation, and InfoSec Questionnaires. By replacing fragmented processes with secure, AI-driven workflows, StackAI helps enterprises cut manual work, accelerate decision-making, and empower non-technical teams to build automation that scales across the organization.

Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AI™ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

Craft messages that captivate your customers and prompt them to take action. Attentive's AI-driven SMS and Email solution empowers retailers and e-commerce entrepreneurs to effectively engage their audience, generating billions in revenue. Our platform is designed to enhance your marketing strategy by enabling you to pinpoint the right audience, assess key performance indicators, and refine your overall marketing efforts. With over 100 adaptable integrations, you can effortlessly connect with the rest of your marketing ecosystem. We collaborate with top-tier companies in sectors such as retail and e-commerce, food and beverages, as well as media and entertainment. Attentive's AI-enhanced SMS and Email platform can potentially double your return on investment within just a few months. Don't miss the opportunity to discover more about our 30-day free trial, which allows you to experience the benefits firsthand.

Fathom serves as a complimentary AI meeting assistant that swiftly captures, transcribes, and summarizes meetings held on platforms such as Zoom, Google Meet, or Microsoft Teams, allowing participants to concentrate on the discussions rather than jotting down notes. This intelligent assistant is designed to enhance productivity and efficiency by providing concise summaries in less than 30 seconds while integrating seamlessly with your CRM for effortless follow-up actions. Among its standout features are real-time transcription, the ability to highlight key moments, and options for sharing clips, making it an excellent choice for teams aiming to optimize their meeting processes and minimize administrative burdens. Additionally, Fathom's user-friendly interface ensures that users can easily navigate its functionalities, further streamlining the meeting experience.

Qloo, known as the "Cultural AI," excels in interpreting and predicting global consumer preferences. This privacy-centric API offers insights into worldwide consumer trends, boasting a catalog of hundreds of millions of cultural entities. By leveraging a profound understanding of consumer behavior, our API delivers personalized insights and contextualized recommendations. We tap into a diverse dataset encompassing over 575 million individuals, locations, and objects. Our innovative technology enables users to look beyond mere trends, uncovering the intricate connections that shape individual tastes in their cultural environments. The extensive library includes a wide array of entities, such as brands, music, film, fashion, and notable figures. Results are generated in mere milliseconds and can be adjusted based on factors like regional influences and current popularity. This service is ideal for companies aiming to elevate their customer experience with superior data. Additionally, our premier recommendation API tailors results by analyzing demographics, preferences, cultural entities, geolocation, and relevant metadata to ensure accuracy and relevance.

Guru is an intelligent AI knowledge layer built for enterprise trust. It organizes your company’s information from tools like Slack, Microsoft Teams, Salesforce, Google Drive, and more, providing verified, cited answers inside the apps employees already use. Guru automatically maintains accuracy through expert verification and permission inheritance, helping people and AI systems rely on the same consistent, up-to-date knowledge. By connecting everything your organization knows and keeping it trustworthy, Guru eliminates wasted search time and drives smarter, faster decisions.

ROI4Presenter opens the door to innovative and effective presentation solutions through Pitch Avatar! This AI-powered assistant can create scripts, generate voice-overs, and even present as an avatar in your place, joining online sessions to ease the burden of public speaking, especially if you're short on time or anxious about addressing an audience. Moreover, the ROI4Presenter platform simplifies communication by allowing your audience to connect with you effortlessly, while also providing tools to monitor your presentation's effectiveness and gauge audience engagement, offering crucial feedback for enhancement. With its advanced AI functions, you can convert diverse content types into polished presentations that not only attract leads and clients but also help you meet your objectives. Pitch Avatar skillfully reimagines your text, images, videos, or audio, crafting captivating and customized presentations designed specifically for your intended audience, ensuring impactful delivery every time. Ultimately, this innovative tool empowers you to elevate your presentation game and achieve greater success.

ClickUp represents the next generation of workplace solutions, offering a comprehensive suite that includes tasks, documents, goals, and much more. In an era where data silos and redundant expenditures are increasingly intolerable, ClickUp consolidates all your work within a single platform. This all-in-one application can effortlessly replace multiple tools, making it an indispensable asset for any team. Whether your projects involve sprint management or ad proofing, ClickUp is adaptable to fit teams of all sizes. Additionally, ClickUp AI serves as an innovative writing assistant, capable of aiding in various tasks such as text summarization, idea generation, and the creation of diverse types of content. This versatile platform is designed for teams across different industries and is fully customizable to meet their specific needs. It stands out as an essential resource for teams aiming to oversee every facet of design and development from a singular location. With advanced modularity offered through add-ons known as "ClickApps," teams can achieve a level of customization that enhances their workflow significantly. Moreover, ClickUp enables users to craft custom views that are easily saved and shared, fostering collaboration. Its unique features, including Assigned Comments, LineUp™, and Box view, facilitate exceptional management of team dynamics and project tasks. Ultimately, ClickUp transforms the way teams operate by streamlining processes and enhancing productivity.

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

Utilize Grammarly's AI-powered writing tool to create confident, precise, and flawless content. The most recent enhancement from Grammarly organizes your writing recommendations by theme, helping you grasp how each suggestion boosts your audience's understanding of your message. While working on various platforms such as Gmail, Twitter, LinkedIn, and others, Grammarly provides immediate feedback, helping you refine your writing effortlessly. This comprehensive tool addresses a range of elements from grammar and spelling to style and tone, ensuring you rectify errors and select the most appropriate words to express your ideas clearly. Start your free journey today and discover the potential that Grammarly can reveal for your writing skills. For businesses, Grammarly Business equips every team member with the tools to create polished and error-free communication that reflects well on the organization. Each email, webpage, and social media post creates a lasting impression on clients, and with Grammarly, you can rest assured that this impression is a positive one. Effective writing involves more than just correct grammar; Grammarly Business goes further by offering real-time insights aimed at improving overall readability. This extensive level of assistance enables teams to communicate more efficiently, foster stronger connections, and engage their audience in a more impactful way, ultimately leading to enhanced business relationships.

Tailored results will be delivered to you based on your preferences, past experiences, and specific role. QuaerisAI ensures that you have access to data that is almost in real-time for all your data needs. The platform boosts your data and document management tasks by leveraging AI technology. To foster knowledge exchange and monitor progress, teams have the ability to share insights and create pinboards. Our sophisticated AI engine swiftly converts your inquiries into a format suitable for database processing within mere seconds. Just as life requires context, so does data; our intelligent AI engine analyzes your search terms, interests, roles, and historical data to rank results that encourage deeper exploration. Additionally, you can effortlessly apply filters to your search outcomes, allowing you to uncover specific details and delve into pertinent questions that arise. This seamless integration of AI not only enhances efficiency but also enriches the overall user experience.

Resemble AI is a multimodal generative AI security platform that enables organizations to generate, verify, and detect synthetic media across audio, image, and video formats. The platform is designed to address the growing risks associated with deepfakes, AI-generated impersonation, and synthetic media fraud. Resemble AI combines advanced deepfake detection, voice AI generation, watermarking, and media verification technologies into one unified security ecosystem. Users can upload media files and receive detailed detection analysis that explains why content may be identified as manipulated or authentic. The platform’s voice synthesis and cloning capabilities include built-in watermarking at the point of creation, helping organizations maintain provenance and authenticity before media leaves their infrastructure. Resemble AI also provides invisible and permanent watermarking technology that remains attached to audio, image, and video files across distribution channels. Its deepfake detection models are designed to identify synthetic content generated by more than 160 AI models while supporting multiple media formats including WAV, MP3, FLAC, M4A, WEBM, and OGG. Organizations can deploy the platform in cloud or on-premises environments to meet enterprise security, compliance, and infrastructure requirements. Resemble AI supports use cases such as executive impersonation prevention, identity verification, KYC workflows, dispute validation, voice agent protection, and media authentication. The platform includes specialized products like Chatterbox Turbo, DramaBox, Resemble Detect, Resemble Identity, and Resemble Watermarker to support AI voice generation and deepfake security operations. Resemble AI also publishes threat intelligence resources and deepfake incident research to help businesses stay informed about evolving synthetic media threats.

Vaiz is a robust project management tool designed to simplify team workflows by offering an all-in-one solution for task tracking, document management, and team coordination. With features like customizable task boards, real-time collaboration, and AI-powered assistance, it ensures teams can work together more efficiently and meet project deadlines. The platform also offers Gantt charts to visualize project timelines, while its integration capabilities make it adaptable to existing workflows. Vaiz’s task automation features help eliminate repetitive tasks, allowing teams to focus on what matters most. Furthermore, the ability to manage multiple teams and their unique requirements on one platform makes Vaiz an ideal solution for companies of all sizes.

IBM watsonx Assistant represents an innovative conversational AI platform that enables a diverse range of users, including those without technical expertise, to seamlessly create generative AI assistants that provide smooth self-service experiences for customers on any device or channel, enhance employee efficiency, and expand organizational capabilities. The platform boasts an intuitive design featuring a drag-and-drop conversation builder along with ready-made templates, making it accessible for all users. It incorporates advanced Large Language Models, Large Speech Models, Natural Language Processing and Understanding (NLP, NLU), as well as Intelligent Context Gathering, which work collectively to enhance comprehension of conversational context in natural language. Additionally, it employs retrieval-augmented generation (RAG) techniques to deliver precise, contextual, and timely conversational responses at all times, ensuring that interactions are rooted in the company's knowledge base. This comprehensive approach not only streamlines communication but also fosters a more interactive and responsive customer engagement strategy.

Cohere is a powerful enterprise AI platform that enables developers and organizations to build sophisticated applications using language technologies. By prioritizing large language models (LLMs), Cohere delivers cutting-edge solutions for a variety of tasks, including text generation, summarization, and advanced semantic search functions. The platform includes the highly efficient Command family, designed to excel in language-related tasks, as well as Aya Expanse, which provides multilingual support for 23 different languages. With a strong emphasis on security and flexibility, Cohere allows for deployment across major cloud providers, private cloud systems, or on-premises setups to meet diverse enterprise needs. The company collaborates with significant industry leaders such as Oracle and Salesforce, aiming to integrate generative AI into business applications, thereby improving automation and enhancing customer interactions. Additionally, Cohere For AI, the company’s dedicated research lab, focuses on advancing machine learning through open-source projects and nurturing a collaborative global research environment. This ongoing commitment to innovation not only enhances their technological capabilities but also plays a vital role in shaping the future of the AI landscape, ultimately benefiting various sectors and industries.

Amazon Q provides a rapid and relevant response system for urgent questions, problem-solving, content creation, and task execution by leveraging the knowledge and data from your organization's information repositories, coding environments, and enterprise systems. By utilizing Amazon Q, users can access immediate insights that enhance task efficiency, accelerate decision-making, and promote creativity and innovation within the workplace. Furthermore, Amazon Q offers the flexibility to align with your business's unique requirements through a straightforward integration process that connects to corporate data and systems with over 40 pre-built connectors. This feature allows a diverse range of professionals—including marketers, project managers, and sales representatives—to engage in tailored interactions, address challenges, create content, and carry out various tasks effortlessly. Additionally, Amazon Q is designed to recognize the systems accessible to users, empowering them to ask detailed and specific questions while receiving personalized answers derived solely from the information they are authorized to see, thus maintaining both effectiveness and security. With its capacity for customization and secure information management, Amazon Q stands out as an essential tool for modern businesses looking to enhance their operational capabilities.

Kore.ai empowers businesses around the globe to leverage artificial intelligence for enhancing automation, boosting efficiency, and improving customer engagement via its sophisticated AI agent platform and user-friendly no-code development tools. Focused on automating work processes with AI, optimizing operations, and delivering smart service solutions, Kore.ai equips organizations with adaptable and scalable technology that accelerates their journey toward digital transformation. The company adopts a model-agnostic strategy, providing the flexibility needed to integrate various data sources, cloud infrastructures, and applications to cater to the unique requirements of different enterprises. With a proven history of success, Kore.ai has earned the trust of more than 500 partners and over 400 Fortune 2000 companies to advance their AI initiatives and foster innovation. Acknowledged as a frontrunner in the industry, bolstered by a vast portfolio of patents, it consistently strives to redefine the landscape of AI-driven solutions. Headquartered in Orlando, the company boasts a global footprint with offices in countries such as India, the UK, the Middle East, Japan, South Korea, and throughout Europe, ensuring that its clients receive extensive support. As it continues to innovate with state-of-the-art AI technologies, Kore.ai is playing a pivotal role in transforming enterprise automation and enhancing intelligent interactions with customers, paving the way for a future where AI integration is seamless and effective.

Aisera is pioneering advancements in technology with a groundbreaking solution that transforms the landscape for both businesses and their clients. This innovative AI system delivers a tailored and anticipatory experience, automating support and operations across a variety of industries such as HR, IT, sales, and customer service. By enabling users with self-service capabilities akin to those found in consumer applications, Aisera empowers organizations to take charge of their processes. Furthermore, Aisera propels your transition toward a more efficient future through the dynamic potential of digitalization. By harnessing insights from user and service behavior, Aisera streamlines tasks, actions, and essential business functions. It also boasts seamless integration with major platforms, including Salesforce, Zendesk, and ServiceNow, and collaborates effectively with other industry leaders such as Microsoft, Adobe, Oracle, SAP, Marketo, Hubspot, and Okta. Ultimately, Aisera is not just enhancing operational efficiency; it is reshaping the way businesses connect and engage with their customers.

Develop, design, prototype, and implement tailored AI workflows to elevate customer interaction and enhance both team and individual efficiency. Build and integrate your website in mere minutes while connecting your chatbot seamlessly to your knowledge base. Instantly generate summaries and responses for audio, video, and website content. Produce high-volume marketing materials, personalized emails, call summaries, and graphics with ease. Enjoy the benefits of a collection of prebuilt pipelines, like those designed for chatbots or document searches, saving you valuable time. Contribute to the marketplace's growth by sharing your custom pipelines. Our commitment to your data security is unwavering, as we adhere to a zero-day retention policy and maintain a secure infrastructure that ensures your information is not stored on the servers of model providers. Our collaboration kicks off with a complimentary diagnostic evaluation to determine your organization's readiness for AI, followed by the development of a strategic plan that delivers a comprehensive solution tailored to your operational needs. This partnership not only aims to streamline your processes but also to empower your team with innovative AI capabilities.

Today marks the launch of cutting-edge AI capabilities designed specifically for the workplace. By combining the advantages of large language models with your unique data, we convert both spoken and written communication into an exceptional productivity tool that enhances your workflows significantly. This innovative solution is compatible with any web-based platform via a handy Browser Extension for Chrome or Edge, allowing seamless integration into existing systems. With a scalable AI framework, it has the potential to transform your team's efficiency while ensuring a smooth fit within any organizational structure due to its intuitive design. You have the option to create a tailored AI model that reflects your specific knowledge base, allowing you to digitize your expertise and support intricate intellectual tasks through our advanced algorithms. Moreover, you can automate your routine intellectual processes in a secure manner, making your accumulated knowledge readily accessible through interactions with your customized AI model. This groundbreaking strategy guarantees that your distinctive insights and abilities are utilized to their maximum potential in your everyday professional endeavors, ultimately paving the way for enhanced productivity and innovation.

Adam.ai serves as a comprehensive meeting management solution designed to capture, organize, and disseminate knowledge before, during, and after meetings, effectively converting content into valuable resources that foster successful business results. This platform allows users to coordinate their meetings from any location, promoting a structured workflow that enhances team productivity and achieves tangible outcomes. By simplifying the entire meeting lifecycle, adam.ai enriches the overall experience, ensuring that every meeting is purposeful and effective. Users can share essential project files effortlessly with their team members through the meeting assistant feature. Additionally, custom agendas can be created to keep meetings focused and efficient, preventing wasted time. The platform also includes integrated tools that streamline the recording of meeting minutes, making it straightforward to track insights. To promote accountability, actions derived from meeting discussions can be assigned to team members, ensuring clarity in responsibilities. Furthermore, for those urgent situations requiring immediate discussion, adam.ai offers a quick meeting feature that allows team meetings to be initiated within minutes, facilitating prompt communication and collaboration. Overall, adam.ai stands out as a vital tool for teams seeking to optimize their meeting processes and drive impactful results.

Effortlessly capture your meetings on platforms like Google Meet or Zoom with our intuitive Chrome Extension, allowing you to access your recordings immediately after the session ends. Additionally, you can obtain transcriptions in more than twenty languages right after each meeting concludes. As important moments arise, you can easily highlight them, enabling your team to catch up on discussions in mere minutes, which is far more efficient than being present for the live meeting. This feature significantly boosts collaboration across various departments by allowing stakeholders to jump straight to relevant sections. You can also create and share brief clips from the meetings in just a matter of seconds. You retain complete control over the distribution of your recordings, choosing whether to automatically send the finalized recordings to all attendees or share them selectively via a link. Moreover, you can provide access to extensive libraries of past recordings, which enhances context and promotes transparency within your team. This comprehensive accessibility guarantees that everyone remains informed and actively engaged with the information they need. In turn, this fosters a culture of continuous improvement and collaboration within your organization.

Boost the effectiveness and productivity of your meetings through AI-generated summaries, transcripts, playback, and highlights. By evaluating your participation, Read adeptly identifies the topics that matter most to you and curates those insights into a personalized feed on your For You Page. With Read Workspace, you can create teams with customized sharing settings, turning each meeting into a valuable coaching session with minimal extra effort. Instead of depending on a single perspective, Read operates as a smart, automated tool that leverages data from numerous interactions to deliver significant insights. It transcends basic recording of conversations by also interpreting visual cues, ensuring a deep understanding of the discussions. Actionable analytics are essential, and Read’s AI perpetually learns from past meetings, providing detailed suggestions to improve current engagements and guarantee future success. Additionally, Read integrates effortlessly with your preferred video conferencing and calendar tools, making it an adaptable enhancement to your workflow, and enabling a more collaborative and efficient meeting environment. This approach not only streamlines communication but also fosters a culture of continuous improvement within teams.