Security and trust
You stay in control of your Salesforce
Hank only sees what each person can already see, and he never changes anything without a yes.
How Hank earns trust
Helpful, never reckless.
Every answer respects Salesforce access, and every change is reviewed first.
Only what you can see
Hank works as the person asking, using their own Salesforce access.
Nothing without a yes
Suggested changes wait for approval before anything is saved.
Shows his work
Every answer says what Hank checked.
Your records stay in Salesforce
Visios never stores your records, questions, or answers. Conversations are saved in your own Salesforce.
You choose who uses Hank
Admins give access to the people who should have it, right from the Hank tab.
A record of every change
Every approved change is logged with before and after values and who approved it.
I can only use information you already have permission to see.
Straight about what he can and can't do.
Frequently asked questions
Can Hank get around Salesforce permissions?
No. Every lookup and change runs with the signed-in person's own Salesforce access.
Does Visios store our data?
No. Visios keeps only account, billing, and usage information. Your records, questions, and answers stay in your Salesforce.
Are changes automatic?
No. Every change needs a person's approval first.
How is Hank connected?
An admin installs Hank in Salesforce and connects it with a one-time code from the Visios portal.
Easier Salesforce, without giving up control.
Give your team a simpler way to use the Salesforce you already have.