Sales Workmate
Grounds on live pipeline to brief reps, surface risk, and log the next step.
- Helps
- AEs, sales managers, RevOps
- Does
- Summarizes opps, flags stalled deals, drafts follow-ups & creates tasks — on approval.
Features · Platform capability catalog
Every AgenTorQ feature, in one place.
The full capability catalog of the AgenTorQ enterprise AI platform — AI Workmates, multi-model routing, RAG with citations, enterprise connectors, governed actions, zero-trust security, and the DevSpace developer IDE. Every capability ships in one engine you can deploy as a standalone web workspace or natively inside Salesforce.
Same features, two deployments — the only difference is where the engine runs.
60+ platform features
14+ AI models, your keys
600+ connectors
Two deployment editions
Immutable audit
How to read this catalog
One feature set, tagged by edition.
Almost every capability runs in both editions. A few are specific to how the engine is deployed — the Salesforce-native package enforces USER_MODE sharing and Flows, while the Cloud workspace starts instantly with no install. Each card is tagged so you know exactly where it lives.
Both Runs in Cloud and Salesforce editions
Salesforce Native AppExchange edition
Cloud Standalone web workspace
AI Workmates
Role-aware agents that read, reason, and act.
A Workmate is a governed AI agent scoped to a role. It reads your live data, reasons over your knowledge with citations, and takes approved actions on your systems — the same engine behind every role, in the web workspace or inside Salesforce.
Service Workmate
Answers case questions from records and knowledge, then acts on the resolution.
- Helps
- Support agents, service managers
- Does
- Reads cases & KB with citations, drafts replies, and updates records on approval.
Ops Workmate
Connects systems and runs the busywork across your apps and workflows.
- Helps
- Operations, enablement, shared services
- Does
- Pulls data across connectors, runs Flows, and automates multi-step tasks — audited.
Admin Workmate
A configuration copilot grounded in your org's metadata and access model.
- Helps
- Salesforce & platform admins
- Does
- Explains schema & validation rules, drafts config, and manages access with guardrails.
Developer Workmate
A developer-grade copilot for Apex, LWC, Flows and GitHub inside DevSpace Studio.
- Helps
- Developers, technical architects
- Does
- Browses code, proposes diffs, runs tests, and ships — you approve before deploy.
Explore Workmates by team & role
Plus 218 ready templates across 16 divisions
Core AI engine
Model-agnostic reasoning, routed and governed.
An Intent Router grades every turn and sends it to the right path, while multi-model orchestration runs your workload on any provider — on your own keys, with fallback and cost control.
AI Workmates
Role-aware agents that read data, reason over knowledge, and take approved actions.
One governed agent per role — answers and acts.
Intent Router
Grades and routes every request to data, knowledge, reasoning or a governed action.
Nothing hardcoded — the right path every turn.
Multi-model, BYOK
14+ providers on your own keys, plus a generic OpenAI-compatible adapter for anything else.
AI at cost — never locked to one vendor.
Model routing & fallback
Route by task, cost, latency or policy, with automatic fallback if a provider fails.
Best model per job; no single point of failure.
Cost & latency control
Set model policy and track spend and response time on every call.
Predictable, transparent AI economics.
Latency testing
Benchmark providers and models against your prompts before you commit.
Pick the fastest engine with real data.
Prompt library
Save, organize and reuse prompts across Workmates, folders and teams.
Consistent, shareable expertise.
Streaming responses
Token-by-token streaming for fast, readable answers as they generate.
No waiting on a blank screen.
Workmate teams
Multiple Workmates collaborate on one task, each contributing its specialty.
Divide complex work across specialists.
Agent templates
218 ready Workmate templates across 16 divisions, each with purpose and guardrails.
Launch a real, editable agent in one click.
Operating modes
Ask, Edit, Plan, Auto and Bypass — switched per turn and enforced server-side.
Autonomy you dial in, not hope for.
Message queuing
Queue follow-up messages while a turn is still running.
Keep working at your own pace.
Grounding & knowledge
Record-grounded answers, cited every time.
AgenTorQ grounds on your live records, files and knowledge base with retrieval and citations — and reads documents, images and the web so the answer is always traceable to a source.
RAG on data & docs
Retrieval over records, files and your knowledge base with embeddings and chunking.
Answers grounded in your own truth.
Source citations
Every grounded answer cites the records and chunks it drew from.
Zero-hallucination, verifiable output.
Enterprise search
Search across connected apps, files and knowledge from a single box.
Find anything, everywhere at once.
File ingestion
Upload PDF, Word, Excel and CSV for instant, structured understanding.
Any file, on any model you choose.
Vision & OCR
Read images and scanned documents with native vision or OCR.
Turn paper and screenshots into data.
Per-user memory
Concepts, Entities, Workstreams and Notes recalled across sessions, private per user.
Your Workmate remembers what it learns.
Web search
Model-agnostic web search returning dated, sourced results.
Fresh facts you can trace and cite.
Knowledge Bridge
RAG over folders, files and chunks with per-source include/exclude scoping.
Control exactly what the AI can read.
Data Bridge
Live Salesforce reads via SOQL/DML guards, plus Gmail, Calendar, Drive and REST.
Grounded on live systems, not stale copies.
Connectors & integration
Connect Salesforce and every other system.
Salesforce is one supported system among many. Reach 600+ apps through the connector layer, plus REST, GraphQL, databases, MCP and webhooks — each with per-user OAuth and full call logging.
600+ app connectors
Connect Salesforce, Gmail, Slack, GitHub, HubSpot and hundreds more.
Reach your whole stack from one place.
Category coverage
CRM, Productivity, Storage, Development, Enterprise and Databases.
One layer for every class of system.
REST & GraphQL
Call any REST or GraphQL API as a governed, logged tool.
Integrate anything with an endpoint.
Custom MCP connectors
Any MCP server via OAuth 2.1 PKCE and Dynamic Client Registration, with auto tool discovery.
Add new tools without writing code.
Webhooks & custom actions
Send and receive events and define your own callable actions.
Wire AgenTorQ into your workflows.
Per-user OAuth
Each user connects with their own credentials, refreshed automatically.
Access respects the person, not a shared key.
Call logging
Every connector call is recorded for review and troubleshooting.
Full visibility into external calls.
Code providers
GitHub, GitLab, Bitbucket and Azure DevOps as first-class code providers.
Browse and edit repos in-platform.
Databases
Reach Postgres, MySQL, Snowflake and BigQuery through the connector layer.
Ground answers on your warehouse.
Long-tail, enterprise and database systems are reachable through the connector layer, REST or MCP — not bespoke certified integrations.
Actions & workflow
AI that finishes work, on approval.
Beyond chat, AgenTorQ takes real actions on your systems — create and update records, run Flows and send email — each proposed on an approval card and rendered as interactive cards, forms and charts.
ACTs — Approve & Execute
Every write is proposed on a card you approve before it runs.
AI acts only with your sign-off.
Create & update records
Create and update CRM and app records straight from the conversation.
Finish work, not just talk about it.
Run Flows
Trigger Salesforce Flows as governed, approval-gated actions.
Reuse the automation you already built.
Send email & app actions
Send email and take actions in connected apps end to end.
Close the loop across systems.
Approval workflows
Human-in-the-loop gates, with destructive steps always requiring confirmation.
Governance without slowing people down.
Dynamic cards & charts
Interactive action, form and chart cards rendered inline in the answer.
See and act on results at a glance.
Edit forms
Render structured edit forms for precise, validated record changes.
Exact writes, not free-text guesses.
Bulk multi-select approve
Approve or reject many proposed actions in a single pass.
Scale approvals across a batch.
Governance & security
Governed by default. Auditable by design.
Zero-trust controls wrap every request — role-based access, PII masking, Salesforce-native enforcement, guarded data paths and an immutable audit trail — so security teams can say yes to AI.
RBAC
Feature-access by role and profile, deny-by-default, with per-user overrides, server-enforced.
Least-privilege AI, enforced on the server.
PII masking
Named personal data is masked before any prompt leaves the platform.
Only the masked prompt reaches the model.
USER_MODE FLS & sharing
Sharing, CRUD and field-level security are always enforced in the native edition.
The AI can never see what the user can't.
Guarded SOQL / DML
Every read passes a SOQL guard and every write a DML guard first.
No unsafe query or write reaches your data.
Per-user OAuth vault
Credentials live in an encrypted vault with per-user OAuth and token refresh.
Credentials never shared or exposed.
Immutable audit log
Every prompt, action and model call is recorded to a tamper-evident trail.
A complete record for review and compliance.
Model access policies
Allow or restrict specific providers and models per role, team or workflow.
Keep sensitive work on approved models.
Data isolation
Per-user isolation of chats and tokens; each team and tenant sees only its own data.
Strict boundaries between users and teams.
Observability & health
Logs, audit trail, call logs and a live health console across the platform.
Always know what the platform is doing.
Compliance-ready architecture — your data stays in your systems, and only the masked prompt reaches the model you chose. Read our Privacy Policy.
Developer tooling · DevSpace
DevSpace: an AI-native IDE inside the platform.
DevSpace Studio is a VS Code-style, three-pane IDE for Apex, LWC and Flows with a docked Dev Workmate — browse, edit with surgical diffs, deploy and test, and drive real git across GitHub, GitLab, Bitbucket and Azure DevOps.
AccountService.cls
OppRiskController.cls
riskCard.js
Escalate.flow
- List<Opportunity> opps = [SELECT Id FROM Opportunity];
+ List<Opportunity> opps = [SELECT Id, Amount FROM Opportunity
+ WHERE StageName != 'Closed Won' WITH USER_MODE];
feature/opp-risk Approve & deploy
The dev loop
Ask → plan → edit → diff → approve → deploy → test → fix.
Describe a change or select code and the Dev Workmate proposes a surgical diff. You approve, and it deploys, runs Apex tests, reads coverage, and fixes failures — nothing ships without your sign-off.
- 3-pane workspace
- Surgical diffs
- Real git ops
- Deploy & test
DevSpace 3-pane IDE
VS Code-style explorer, tabbed editor and a docked Dev Workmate that knows the open file.
AI-native development inside the platform.
Apex / LWC / Flow CRUD
Create, review, edit and delete Apex, LWC and Flows with the Dev Workmate.
Full metadata authoring, AI-assisted.
Surgical diffs
Precise find/replace edits shown as approvable diffs, not blind rewrites.
Small, safe changes you can trust.
Deploy & tests
Deploy to the org, run Apex tests and read a coverage gutter.
Ship and verify in one flow.
Git ops
Branch, PR, list and merge over GitHub, GitLab, Bitbucket and Azure DevOps — no local clone.
Real git from inside the IDE.
Schema introspection
Inspect objects, fields and validation rules via the Tooling API.
Build against the real schema.
Flow visualizer
Render Flows as clean, readable diagrams inside the editor.
Understand automation at a glance.
Quick Open, find & terminal
Quick Open, in-file find and an integrated terminal running sf CLI and git.
The IDE muscle memory you expect.
Apply-with-AI
Describe a change, get a diff, approve, then deploy, test and fix — you stay in control.
ask → plan → edit → ship, governed.
Two ways to deploy · one feature set
Same features. Your choice of deployment.
Every capability on this page ships in both editions of one engine. Start instantly in the standalone Cloud workspace, or install the native managed package from AppExchange — the AI, Workmates, governance, connectors and model routing are identical.
AgenTorQ Cloud
A standalone AI workspace connecting Salesforce, enterprise apps, documents, databases and 14+ models — no install, no CRM required.
AgenTorQ for Salesforce
The native AppExchange managed package — runs inside Salesforce on LWC, Apex and Flows, enforced in USER_MODE, admin-managed, data stays in your org.
Put every AgenTorQ feature to work.
Start in the web workspace or book a guided walkthrough of the platform. Same features, same governance — you choose where the engine runs.
reachout@agentorq.com