ShapeAgent

AI-powered chatbots that connect to Salesforce and get work done

ShapeAgents are so much more than your average chatbots! They’re a conversational companion that integrate with your Salesforce data.

Expect more from your agent beyond responding to a user's input—retrieve live data, update records, and trigger real automation all in a few minutes.

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Overview

Finally! Salesforce-integrated AI Agents Made Easy

Retrieve real-time data from Salesforce that is relevant to your client. Update and create Salesforce records based on the conversations. Automate key workflows like sending emails, Slack messages, or kicking off approvals. Just a powerful Salesforce-integrated AI Agents for a fraction of the cost.

How We Compare

We built ShapeAgent to be easier, faster, and more cost-effective than the BIG guy.

We wouldn't be here if we didn't think we could do it better. Here's how we stack up.

AgentForce

Built for big companies, with deep pockets, and those who want to spend days setting up powerful agents.

With endless options and configurations, you'll sink many hours into technical manuals and tutorials before you can even test out if this is right for your business.

Costs $2.00 per conversation

Launch a chatbot in several hours or days

Slow & complex Salesforce setup

You have to get a quote from Salesforce :(

ShapeAgent

Built for small teams and agile buisnesses, ShapeAgent is intuitive and a fraction of the cost.

Not only do we bring the same power of AI to integrated chatbots, but we give you the tools to be up and running within minutes and with little technical know-how.

Costs $0.20 per conversation!

Launch a chatbot in 15 min or less

Quick & simple setup

Learn more about how ShapeAgent out performs Agentforce.

Agentforce vs ShapeAgent

How it works

ShapeAgent doesn’t just generate responses—it interacts with Salesforce in real time.

You're on your way to the ShapeAgent party!

Estimated time of arrival... less than 15 minutes

Get Started

ShapeAgent Features

Nothing is worse than a platform bloated with features that slow your team down. We have carefully focused on developing the features that will make your life easier, not more complicated.

View features

Use Cases

You can shape your own agent to assist you in alleviating unique pain points

Give it the details about your business and watch as it tells you all of the features that can improve your workflow.

Technical
Support

Subscription
Manager

Order
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Business
Administrator

Sales
Assistant

Customer
Service Rep

Technical
Support

Subscription
Manager

Order
Tracker

Business
Administrator

Sales
Assistant

Customer
Service Rep

Technical
Support

Subscription
Manager

Order
Tracker

Business
Administrator

Sales
Assistant

Customer
Service Rep

Pricing

Businesses of every size should be able to benefit from AI-powered chatbots, not just the big guys.

Free for up to 100 conversations

Build and customize AI bots to your heart's content and try them out for real!
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Up to 100 conversations per month
Guided Setup
Choose from our 3 most populate bot templates

View Pricing

$50/mo up to 500 convos!

Be up and running with our full platform features right out of the box. Build a bot in minutes!
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All the Tinker features
Up to 500 conversations per month
Choose from over 50 templated bots or customize from scratch!
Conversation review and bot analytics
Set up in under an hour
2 Hours Hands-on support

View Pricing

Support for large teams.

You've got big plans for your business and need an army of Agents - we've got you covered.
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All base and essential features
User analytics
Service Level Agreements
White glove support and training

View Pricing

Get everyone on the same page – download our handy guide today.

ShapeAgent Guide

Equip your team with answers, not assumptions.

Adding the right AI agent to your customer service toolkit shouldn’t be a guessing game. Let us show you why ShapeAgent is the clear choice.

Download Guide

FAQs

You've got Q's.
We've got A's.

Need a little human assistance? Please reach out and schedule a demo with our team.

Schedule a demo

What is ShapeAgent?

ShapeAgent is an AI-powered chatbot platform built to work seamlessly with Salesforce. ShapeAgent makes it easy and affordable for businesses—especially smaller ones—to launch powerful AI agents that integrate deeply with Salesforce Flows.

Who is ShapeAgent for?

ShapeAgent is designed for teams that want to simplify and supercharge their Salesforce workflows with AI. It’s especially great for small and mid-sized businesses that want a smarter, cheaper alternative to traditional AI integrations.

How fast can I build a bot with ShapeAgent?

You can launch a fully functional AI agent in just minutes using ShapeAgent’s AI-assisted setup. Whether you use a pre-built template or build from scratch, the platform guides you through connecting to Salesforce, shaping the bot’s voice, and deploying instantly.

Can ShapeAgent access and update Salesforce data in real time?

Yes. ShapeAgent works hand-in-hand with Salesforce Flows, allowing bots to retrieve and update live data, trigger automations, verify identities, and more—all during a conversation.

Can my bot handle uploads and complex workflows?

Yes. Users can upload files directly in the chat, and ShapeAgent will store them in the correct Salesforce records. It also supports persistent conversational data and can enforce logic-driven processes using Salesforce Flows.

What support is included?

The Chatty Bots plan includes 2 hours of hands-on support. For larger plans, ShapeAgent offers white-glove service and training. You can also explore guides and resources on the Resources page.

Will ShapeAgent become another bloated SaaS platform?

Nope. The goal is to keep it simple and focused: build smart, Salesforce-powered bots that just work. No extra fluff, no complex onboarding, no runaway pricing.