A quick reference to everything AI Engine does. Each feature links to its full article. "Logged as" is the Action Type you see in the Activity Monitor and on AI Activity Log records.
For users#
| Feature | Where | What it does | Writes to Salesforce | Web search | Logged as |
|---|---|---|---|---|---|
| Sales Agent chat | salesagent component: record pages, utility bar, app pages, tabs |
Answers natural-language questions about your data with text, tables, cards or charts | No | Only for research questions | Chat |
| Activity Digest | Chat | "What happened this week?" summary of new and changed records across enabled objects | No | No | Chat |
| Export results | Chat tables | CSV and Excel download, Show all, column picker | No | No | Not logged (no AI call) |
| Actions menu | Chat actions bar | Runs the prompt templates your admin created, on a record or globally | No | No | Custom Prompt, Custom Prompt (Global), Summary |
| Next Steps | Actions bar on a record | 5–8 prioritised next steps with evidence and timing | Creates a Task when you click + Task | No | Next Steps |
| Web Check | Actions bar on a record | Verifies the company on the web, and the person too when Allow PII is on | No | Yes | Web Check |
| Company News | Actions bar on a record | Recent news about the company as cards, with a "why it matters" line | No | Yes | Company News |
| Draft Email and Send Email | Actions bar on a record | Writes a personalised email; sends it from Salesforce | Sends the email when you click Send; on a Lead or Contact with an email address it is also logged as an activity | No | Email Draft |
| Analyze Email | Actions bar on a record | Sentiment, objections, open questions and a suggested reply for logged or pasted emails | No | No | Email Analysis |
| Meet Prep | Actions bar on a record | Meeting brief, downloadable as PDF | No | Optional (admin setting) | Meeting Prep |
| PDF documents | Chat or PDF button | PDFs from a chat request or from an admin template | Saves to Files when you click Save | No | PDF (for PDFs requested in the chat) |
| AI Score card | aiScoreCard on Lead and Opportunity pages |
0–100 score, label, reasoning and recommendation | Writes the four AI_Score fields |
Optional (admin setting) | Scoring |
| Magic Snap | magicSnap component: tab, app page, Home, record page |
Turns a photo of a business card or sign into a Lead, or an Account and Contact | When you save: creates the Lead, or the Account and Contact, attaches the photo, and creates a follow-up task plus any suggested tasks you ticked | Only for research and Find companies | Magic Snap |
| Languages | Chat and actions bar | Answers in the language of the question; actions follow the language selector | No | No | — |
| Help mode | ? icon in the chat header | Answers questions about AI Engine from the built-in help | No | No | User Help |
For admins#
Unless stated otherwise, these features are sections of the Ai Agent Admin Setup tab (open it from the App Launcher). Its settings load only for users with the AI_Engine_Admin permission set.
| Feature | Where | What it does | Logged as |
|---|---|---|---|
| Org Profile | Admin tab | Provider, models, Named Credential, playbook, PII settings, branding | — |
| Agent Objects | Admin tab | Objects and fields the agent may use, PII fields, child objects, digest settings | — |
| Prompt Templates and data sources | Admin tab | Custom actions for the Actions menu, with optional saved queries | — |
| AI Scoring | Admin tab | Scoring configuration, triggers, schedule and batch runs for Lead and Opportunity | Scoring |
| PDF Templates and PDF Settings | Admin tab | Reusable PDF layouts and the look of every PDF | PDF (AI-assisted design) |
| Activity Monitor | Admin tab, or the aiActivityMonitor component on an app page or tab |
Calls, tokens and estimated cost for the month; calls per day; calls and cost by feature; tokens and cost per user; recent log entries | — |
| License and trial | Admin tab | Trial status and license activation | — |
| Help extension | Static resource | Adds your own topics to Help mode | — |
| Admin help | Help & Setup section of the admin tab | Answers setup questions from the built-in help | Admin Help |
Good to know#
- AI Engine writes to your business records only when a user clicks to do so, with one exception: AI scores, which are written automatically when scoring runs on save or on a schedule. Most AI actions also create an AI Activity Log record, as listed in the "Logged as" column.
- Features that a user runs read data with that user's permissions and sharing. See Permissions and sharing.
- For what each feature sends to the provider, see What is sent to the AI provider.