Describe it
Tell Clientell what you need in plain English. Be as specific or vague as you want; it'll ask clarifying questions if needed.
Explain Clientell AI the flow you need in plain English. It gives you a plan, then builds, tests, and deploys only when you approve.
Create a flow that routes leads by territory and assigns them to the appropriate owner
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What takes hours manually takes minutes with Clientell AI.
You still do it manually in Salesforce.
// Step 1: Create a Record-Triggered Flow // Object: Lead // Trigger: When record is created ...
Building...
How it works
You describe the automation you need. Clientell reads your org, builds it, and waits for you to approve before anything goes live.
Tell Clientell what you need in plain English. Be as specific or vague as you want; it'll ask clarifying questions if needed.
Clientell builds the flow using your org's actual objects, fields, and users. You see exactly what was created before anything goes live.
Don't break Production. Build safely in your Sandbox first, then deploy with one click. Unlike ChatGPT, we handle the deployment for you.
What you can build
Never run out of tokens. Build as many complex, multi-branch flows as you need without hitting arbitrary limits.
"Create a flow that routes leads by source, region, and deal size, enterprise goes to AEs, SMB goes to SDRs, partners go to the channel team."
"Create a flow that blocks reps from moving an opp to Closed Won without a signed contract uploaded and a champion contact role."
"Create a flow that, if discount is over 15%, routes to manager; over 30%, routes to VP. Include email notifications at each step."
"Create a flow that escalates any support case that's been open for 48 hours without a response to the team lead with a Slack notification."
Clientell AI didn't tell me what to do in Salesforce. It did it for me. It built the Flow. It created the test data. It let me validate everything right inside my org. My role was still the same: inspect, test edge cases, and make sure the automation made sense. But the heavy lifting was handled by the AI. That is the difference. Clientell AI is not instructions. It is execution inside Salesforce.

Key metrics
See how teams are saving time and reducing manual work with Clientell.
Frequently asked questions
We've heard every objection. Here are the honest answers.
Yes. AI can build fully functional Salesforce flows (record-triggered, screen flows, scheduled, and autolaunched) directly in your org without manual configuration. Clientell AI connects to your Salesforce metadata, understands your objects, fields, and users, then builds production-ready flows from plain English descriptions. Unlike ChatGPT or Claude, which only provide instructions you implement manually, Clientell AI creates and deploys the actual flow. You describe what you need, review the logic, approve, and it's live.
ChatGPT tells you how to build a flow. Clientell AI builds it. When you ask ChatGPT to create a Salesforce flow, it gives you step-by-step instructions, which you then spend 45–90 minutes implementing manually in Flow Builder. You're copying logic, looking up API names, creating each element, and debugging errors yourself. Clientell AI connects to your Salesforce org, reads your metadata, builds the flow with your actual objects and fields, and deploys it when you approve. Same result, under 2 minutes. No IDE, no copy-paste, no manual work.
Clientell AI builds all standard Salesforce flow types: • Record-triggered flows: Run when records are created, updated, or deleted • Screen flows: Interactive flows with user input • Scheduled flows: Run on a set schedule • Autolaunched flows: Called by Apex, processes, or other flows Each flow uses your org's actual objects, fields, and users, not generic templates.
Yes. Clientell AI doesn't just build new flows; it can modify, update, and fix existing ones. Describe what you want changed in plain English: "Add an email notification after the assignment step" or "Fix the null pointer error on the region check." Clientell AI reads the existing flow, makes the changes, shows you what's different, and deploys when you approve. This also works for migrating legacy Workflow Rules and Process Builders to Flow before Salesforce sunsets them.
Most flows build in under 2 minutes. Complex multi-branch flows with multiple decision nodes take 2–5 minutes. For comparison, building the same flow manually in Flow Builder takes 45–90 minutes. Clientell AI reduces flow building time by 70–85%, letting you clear backlogs and ship automations the same day they're requested.
No. Clientell works without Agentforce, Data Cloud, or any Salesforce add-ons. No token limits, no consumption-based billing, no expensive prerequisites. Agentforce requires Data Cloud (minimum $360/user/year) and charges per conversation with unpredictable costs. Clientell offers flat monthly pricing. Build as many flows as you need without worrying about usage caps or surprise bills.
Nothing deploys without your approval. You see every element (every decision, assignment, and action) before anything touches your org. Review the logic, approve it, request changes ("make the notification go to the account owner instead"), or reject entirely. If something's wrong after deployment, describe the fix in plain English and Clientell AI updates it. Human-in-the-loop by design. You always stay in control.
Yes. Clientell AI is SOC 2 Type II certified, HIPAA compliant, and GDPR compliant. We're a registered Salesforce partner with completed security reviews. Clientell AI reads your metadata (object structures, field names, user info) to build flows accurately. Your actual business data (records, opportunities, customer info) stays in Salesforce. We don't store, process, or access it in any way.
Connect your Salesforce org and build your first flow in under 2 minutes. No credit card. No setup. No IDE.
Use cases
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