
為顧問團隊打造的專案、工時與 AI 文件整合平台
| 面向/指標 | ![]() | |
|---|---|---|
| 官方網域 | salesforce.com | siddhify.com |
| 定價模式 | 免費增值 | 免費增值、免費試用、付費 |
| 每月造訪次數 | 1.12億 (111,910,743) | 3.44萬 (34,446) |
| 月流量變化量 | +240.2萬 (+2.2%) | +7080 (+25.9%) |
| 主要市場與市佔 | 🇺🇸 美國 (43%) | 🌐 全球 (—) |
| 每月直接造訪 | 6074.1萬 | 2.23萬 |
| 使用者評分 | 4.4 | 3.6 |
| 支援平台 | 網站 | 網站 |
由 Salesforce Data 360 與 Atlas 驅動的自主企業級 AI agent 與 CRM 智慧。
將以 Data 360 為 grounding 的複雜查詢拆解為多步驟行動計畫,並在數天或數週內保留狀態,以在人類升級護欄下完成多觸點營運工作流程。
使用現有 Salesforce Flows、Prompt Builder 範本、Apex 程式碼與 MuleSoft API 設定自訂 agent、子 agent、自然語言指令與確定性護欄。
跨部門協調專用子 agent,並透過來自 AgentExchange 合作夥伴、經驗證的 Model Context Protocol(MCP)伺服器安全連接外部企業工具。
以低延遲對話式語音 agent 取代僵化的電話 IVR 樹,並在網頁聊天、WhatsApp、SMS、行動應用與 Slack 上統一部署。

為顧問團隊打造的專案、工時與 AI 文件整合平台
在統一版面中管理客戶專案的任務、階段與交付物,不必在多個應用之間來回切換。
將記錄的工時自動轉為可計費明細,發票與利用率報表直接來自你規劃工作的同一系統。
藉助 AI 起草、改寫與摘要提案和交付物,並讓文件始終與所屬專案放在一起。
透過輕量入口與客戶和同事共用進度、檔案與截止日期,取代冗長的郵件往來。

免費 / 開源Zapier is a no-code automation and AI orchestration platform that connects thousands of apps so you can build automated workflows, AI agents and chatbots without writing code, and govern them with enterprise-grade controls.
免費 / 開源Zapier is a no-code automation and AI orchestration platform that connects thousands of apps so you can build automated workflows, AI agents and chatbots without writing code, and govern them with enterprise-grade controls.
專項更強Superior revenue intelligence and call analytics, but specialized for sales insights rather than general agentic workflow automation.
專項更強Superior revenue intelligence and call analytics, but specialized for sales insights rather than general agentic workflow automation.
專項更強Visual no-code builder for custom AI agents, but lacks Salesforce's native enterprise data connectors and CRM structure.
專項更強Visual no-code builder for custom AI agents, but lacks Salesforce's native enterprise data connectors and CRM structure.
專項更強Taskade is an AI workspace that turns a single prompt into working business apps, complete with AI agents, automations, databases, tasks and docs — no code required.

專項更強Simple no-code AI chatbot deployment, but less equipped for complex enterprise-grade CRM automation and multi-system agents.

SmartSuite is an AI-native work management platform that connects the data, automations, AI and reporting behind GRC, IT service delivery, project portfolios and business operations. Teams start in one solution area and expand as their workflows link together.
SmartSuite is an AI-native work management platform that connects the data, automations, AI and reporting behind GRC, IT service delivery, project portfolios and business operations. Teams start in one solution area and expand as their workflows link together.