SmartCloud helps organizations connect Salesforce with the artificial intelligence models they choose, including OpenAI, Anthropic, Gemini, Llama, and privately hosted or custom models. Its platform is designed to automate CRM work while avoiding per-token and per-user charges, with unlimited users and agents. SmartCloud’s gateway links AI models to Salesforce and other channels, with controls for authentication, usage, and data governance.

The product suite includes Smart Agents that can access Salesforce information and perform tasks such as creating opportunities, updating records, and scheduling follow-ups. Smart Bot supports customer conversations across channels including WhatsApp and web, while Smart Flow combines fixed process steps with AI-driven decisions. Smart Cards surface contextual insights and recommendations, and Smart Reports generates analyses and visualizations from Salesforce data using natural-language requests. Smart Builder connects coding agents such as Claude Code and Codex to Salesforce metadata, with support for version control and DevOps integrations. Together, these tools support sales, service, and back-office workflows within Salesforce.