QwikTel Agent is the AI analyst built natively on Salesforce. Ask anything in plain English — get the chart, the executive summary, and the next move in seconds.
4 hours of pivot tables, replaced by one sentence.
— Director of RevOps, Series B SaaS (QwikTel beta)
But every Monday, someone still asks: where is the deal slipping? Which rep is on track? Why did Q4 collapse?
QwikTel Agent turns those questions into instant answers — without a BI consultant, without a Slack thread, without an export to Excel. Native to Salesforce. Live on your data. Mobile-first.
Native, secure, and answers in the format your VP of Sales actually reads — chart, summary, and prioritized call to action.
Natural-language queries against live Salesforce data. No SQL, no custom report builder, no BI training.
Charts, executive summaries, and call-to-action cards generated for every query. Ready to paste into a board update.
Pipeline answers in your pocket. Designed for the train, the airport, and the 2 minutes before a 1:1.
Runs natively in your Salesforce org. User-scoped query history. Your data, your security boundary, your edition.
QwikTel Agent is a managed AppExchange package. No data warehouse, no schema mapping, no implementation partner.
One-click managed package install. QwikTel Agent reads your existing Sales Cloud objects out of the box.
Grant QwikTelAgent_Access to anyone you want using QwikTel Agent. Field-level security inherited.
Open the Analyzer tab on web or mobile. No model training. No prompt engineering. Just questions.
If your team is asking it on Monday morning, QwikTel Agent can answer it before the coffee’s cold.
Every query, every visualization, every saved history record stays inside the security boundary you already trust.
Managed AppExchange install. No external warehouse, no ETL, no third-party data lake.
Each user’s saved queries are visible only to them. Field-level security inherited from your org.
Passed Salesforce’s AppExchange Security Review. SOC 2 Type II in progress.
One permission set assignment. No code, no integration project, no consultant.
Start free for 14 days. No credit card. No installation fee. No "talk to sales" gates on the core product.
For small sales teams getting started
For RevOps-led teams at $10M–$200M ARR
For 100+ seat orgs & regulated industries
If we missed yours, ping us — we'll answer in under 24 hours.
No. QwikTel Agent is a managed AppExchange package that runs inside your Salesforce org. Queries, visualizations, and saved query history all live within your existing security boundary. We do not pipe your data to an external warehouse.
Enterprise edition or higher (Enterprise, Unlimited, Performance, or Developer). QwikTel Agent uses standard Sales Cloud objects and respects your field-level and record-level security model.
No. The entire admin setup is installing the managed package and assigning the QwikTelAgent_Access permission set. Most customers are live in under 10 minutes.
14 days, with full access to every feature. No credit card required. Cancel anytime — no recovery emails, no guilt trips.
Einstein and Tableau give you dashboards. QwikTel Agent gives you answers. We're built for the moment a sales leader has a question and 30 seconds before the next meeting — not the moment they want to spend a week building a dashboard.
Yes — on the Growth plan and above. Save your most-asked prompts, build custom dashboards, and share them with your team. Each user keeps their own history; shared dashboards stay in sync.
QwikTel Agent just makes them easier to ask for.