Ask a question. Get the report.
Describe the report or dashboard you need and the agent builds it in Salesforce. No more clicking through report builder to answer a simple question.
Build me the leadership pipeline view.
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Most Salesforce reporting time isn’t spent reading numbers, it’s spent building the report: picking the report type, choosing the object, setting groupings and filters, then doing it again when someone wants a small change. Clientell’s agent turns the question into the report. You describe what you want to see, and it assembles the right report type, object, filters, and groupings in your org, builds the dashboard, and saves it with your approval. When you need a tweak, you ask, instead of clicking back through report builder.
Describe the report or dashboard in plain English; the agent builds it in Salesforce with the right report type, objects, filters, and groupings.
It handles standard, summary, matrix, and joined reports, plus dashboards and scheduled refreshes.
Refine by asking for a change instead of rebuilding in report builder.
Everything is created in your org with your approval. SOC 2 Type II, HIPAA, GDPR.
Worked example
What "build me the pipeline view" turns into
| You ask | The agent builds |
|---|---|
| "Pipeline by stage with last-quarter trend" | Matrix report on Opportunity, grouped by Stage, Amount summed, filtered to open opps with Close Date in this and last quarter, plus a stacked bar chart. |
| "Win rate by rep this fiscal year" | Summary report on Opportunity grouped by Owner with a win-rate formula (Closed Won / total Closed), filtered to Close Date = current fiscal year. |
| "A leadership dashboard from both" | A dashboard combining the two as a pipeline funnel and a rep leaderboard, set to refresh on a schedule. |
Illustrative of the agent's output. The point is that the translation from a question to the right report type, object, and filters happens for you, and you approve the result before it is saved.
01How it works
The report builder maze, replaced by a sentence.
- 01
Ask in plain English
Describe the report or dashboard: pipeline by stage with trends, win rate by rep, whatever the question is.
- 02
The agent builds it
It creates the report or dashboard in Salesforce using the right objects, filters, and groupings.
- 03
Review and adjust
Refine it by asking for changes, instead of clicking through report builder.
- 04
Saved in your org
The result lives in Salesforce, ready to share, with your approval on what gets created.
Frequently asked questions
Questions, answered.
The honest answers on AI-built reporting.
Yes. Clientell's agent creates, clones, and updates Salesforce reports and builds dashboards from a plain-English request, choosing the right objects, filters, and groupings. You ask the question; it produces the report or dashboard in your org.
It handles standard and more involved reporting, including joined reports and charts. For anything unusual, you refine by describing the change rather than rebuilding from scratch.
Yes. The agent builds dashboards from the underlying reports, including funnels, leaderboards, and trend charts, and can set them to refresh on a schedule. You describe the view leadership needs and it assembles the components.
Admins and RevOps who spend hours in report builder, and leaders who want answers without filing a request. You describe what you want to see; the agent assembles it.
Get the answer without
the report builder.
Describe it. The agent builds it. Start free and ask for the report or dashboard you need. It is built in your Salesforce, with your approval.
Use cases
More ways the agent works your org
The same agent that builds reports handles the rest of your admin work.