Salesforce AI assistant
A Salesforce assistant your team can actually use
Hank uses AI behind the scenes. What your team notices is that Salesforce got easier.
Ask a question, get a straight answer, and keep going.
What using Hank looks like
An example conversation. Hank answers from your own Salesforce.
You
Which of my deals are past their close date?
Hank
4 open deals are past their close date, totaling $232,000. The oldest was due August 30.
You
Create a follow-up task for each one, due Friday.
Hank
Here are 4 tasks for you to review. Nothing is created until you approve them.
Ask. Understand. Do.
Ask
Ask Salesforce questions in everyday language.
No complicated reports. No hunting through Salesforce. Just ask Hank.
- “Who are my biggest customers?”
- “Which customers haven't been contacted lately?”
- “How much did we close last month?”
- “Show me my open opportunities.”
Understand
Get answers you can actually understand.
Hank gives a straight answer, shows what he checked, and draws a chart when that helps. Change the question as you go without rebuilding a report.
- “Only Florida.”
- “Over $1,000.”
- “Which ones are mine?”
- “Show me the largest 10.”
Do
Turn answers into action.
Ask Hank to take the next step, like adding a follow-up task or fixing a misspelled name. He shows you exactly what he'll change first, and nothing happens until you say yes.
- “Create a follow-up task for each of these.”
- “Fix the capitalization on these names.”
- “Update this deal to Closed Won.”
Where Hank lives
Hank sits inside Salesforce, in a panel your team can open from any page. There's nothing new to log in to and no separate app to learn.
Hank works in any Salesforce org: businesses, nonprofits using the Nonprofit Success Pack or Nonprofit Cloud, and custom setups. Setup takes about 15 minutes.
What Hank can help with
Answering questions about your records, with charts when a picture helps. Keeping answers you'll want again as live views that update themselves. Suggesting fixes and new records, like follow-up tasks or corrected contact details, for you to approve. Finding the same person or organization entered twice so an admin can merge them.
You ask. Hank finds it. You stay in control.
Only what you can see
Hank works as the person asking. If you can't see it in Salesforce, Hank can't either.
Shows his work
Every answer ends with a plain note of what Hank checked, so you know where it came from.
Nothing changes without a yes
When Hank suggests a change, you review it first. Nothing is saved until you approve it.
A record of every change
Every approved change is logged, with what it was before and after and who approved it.
Keep reading
Frequently asked questions
What is Hank?
Hank is a simple Salesforce assistant. Your team asks questions in everyday language, and Hank finds the answer in the Salesforce information your organization already has, then helps with the next step.
Do I need to know Salesforce to use Hank?
No. Hank is built so everyday users can ask in the language of their job, like donors, customers, deals, or programs. Hank handles the Salesforce part.
Can Hank update Salesforce?
Yes, on the Starter plan and up. Hank can suggest changes and new records, like a follow-up task or a corrected address. You see exactly what will change, and nothing is saved until you approve it.
Can Hank see things people shouldn't?
No. Hank works as the person asking, so he sees exactly what they can already see in Salesforce and nothing more.
Does Hank replace Salesforce?
No. Salesforce stays your CRM and your system of record. Hank gives your team a simpler way to use it.
Make Salesforce easier for your team.
Meet the assistant that handles the Salesforce part.