Hank by VisiosGet a walkthrough

Meet Hank.

The AI assistant inside your Salesforce.

The friend who shows up. Ask in plain English: Hank finds the answer in your own Salesforce, shows you what he checked, and never changes a thing without your OK.

Who he is

Plain-spoken. Dependable. On your side.

“I'll give you a straight answer, tell you where it came from, and I won't touch a record until you say so.”

Hank

Built by Visios, a veteran-owned Salesforce consultancy.

  • Straight answers

    The answer comes first, in plain words. Then only the details that matter.

  • Shows his work

    Every answer ends with what he checked, so you can trust it or look for yourself.

  • Asks before he acts

    He suggests changes, new records, and emails. Nothing happens until a person says yes.

  • Knows his place

    He works as you, so he only sees what you're already allowed to see in Salesforce.

What he does

Your team asks. Hank takes care of the Salesforce part.

  • Answers questions

    “Which deals close this month?” “Who gave last year but not this year?” Ask the way you'd ask a coworker.

  • Shows it at a glance

    Charts with totals and averages, and live views that refresh every time you open them.

  • Keeps your data clean

    Finds duplicates (even Bob and Robert), missing details, and messy entries, and explains what's wrong. On Starter and up, he suggests the fix.

  • Handles the busywork

    Creates records the right way and drafts emails to one person or a whole campaign, for your OK.

    Starter and up

  • Works where you work

    In the Salesforce utility bar, on any record, on his own page, and in the Salesforce mobile app.

  • Handles big orgs

    Counts across millions of records, and adds up large amounts of data in the background.

How he does it

Here's Hank at work.

Pictures use made-up sample data. Every plan asks questions and shows charts; suggested fixes, new records, and emails come with Starter and up.

  1. You ask. He answers.

    Type a question in plain English, like a fundraiser asking who hasn't given yet this year. Hank looks it up in your Salesforce, as you, and answers in a few lines, with a line that says what he checked.

    Ask HankExample · sample data
    Who gave last year but not this year?
    57 donors gave last year but haven't given yet this year. The largest last-year gifts:
    Harbor Family Foundation$5,000
    Maria Lopez$2,500
    Tom and Ann Reed$1,200
    and 54 more
    Checked: gifts received last year and this year, for donors you can see.

  2. He shows you the picture.

    Ask for a chart and he draws it from your data. Save it as a live view and it stays current, refreshing each time you open it.

    Live viewExample · sample data
    Sales pipeline this quarter
    $1.24MOpen pipeline
    8 dealsClosing this month
    34%Win rate
    Open pipeline by stage
    Prospecting$310K
    Qualification$280K
    Proposal$395K
    Negotiation$255K
    Updated just now · refreshes whenever it's opened, without using credits

  3. He suggests. You decide.

    Starter and up

    When something needs fixing, Hank lays out the change, before and after. Approve it and it's saved as you, and logged. Reject it and nothing changes.

    Needs your approvalExample · sample data
    Fix the state on 3 contacts
    Maria LopezState: Fla. → FL
    Tom ReedState: florida → FL
    Ann ParkState: (blank) → FL
    Approve and saveReject
    Nothing changes until someone approves. Every change is logged.

  4. He keeps things tidy.

    He spots the same person entered twice, even with a nickname or a different spelling, and lets you compare and merge on the spot.

    Possible duplicateExample · sample data
    Bob Smith and Robert Smith
    Bob Smithbob.smith@example.com12 Ocean St, St. Augustine, FL
    Robert Smith(904) 555-012312 Ocean Street, St. Augustine, Florida
    Why: Bob is short for Robert, same street address.
    Compare and mergeNot duplicates

  5. He handles the follow-up.

    Starter and up

    “Thank Maria for her gift.” Hank drafts it from the record you're on. You pick the From address, edit if you like, and send. Salesforce logs it.

    Email draftExample · sample data
    Email to Maria Lopez
    FromMe (you@yourorganization.org)
    SubjectThank you, Maria
    Hi Maria, Thank you for your gift to the spring campaign. Because of you, twelve more families will have a warm place to stay this season. With gratitude, Sam
    Send emailDiscard
    Sent by Salesforce as you, and logged on Maria's activity.

Safe by design

Built to earn your trust, not ask for it.

  • Runs as you

    Hank uses each person's own Salesforce access. He never sees more than they can.

  • Your data stays yours

    Visios doesn't store your records, your questions, or Hank's answers. Saved chats live in your own Salesforce.

  • Nothing changes without a yes

    Every change, new record, and email waits for a person's approval.

  • Every action on record

    Approved changes, merges, and emails are logged in your org, with who approved them.

How Hank handles your data →

Ask him yourself

Go ahead. Say hi.

Hank will tell you about himself, what he'd do for your team, and what it costs. Ready in about 15 minutes in any Salesforce org.

Get a walkthroughSee pricing

Hank

Hank. Good to meet you. What do you want to know?

Hank is AI, built by Visios. This chat isn't saved, and he can't see your data from here.