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iDialogue Users

Users of iDialogue AppExchange app. Document automation, eSign, web forms, and general discussions about interacting with customers from Lightning experience. See www.GetPacificApps.com

Note that the latest iDialogue release can always be accessed and installed from here.

https://www.idialogue.app/releases.html 

 

Some new features (in 2024)

* Intelligent Document Process (IDP)

Ability to extract multiple data points from a document, mapped to SObject field updates.

 

* AI Assistant

Drag and drop the AI Assistant Lightning components onto page layout, standard or custom object.

Immediate chat capability with record using the field-level-security permissions of current user.

 

* Batch AI (Agents)

Mass analysis and AI update of multiple records.

Run nightly batches for tasks like Lead scoring, risk / churn analysis, creating record summaries.

 

* Document Generatio

Generate PDFs and Word Docs from any record. Render time is now 3x faster.

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