ContextIQ for Salesforce
ContextIQ for Salesforce AI insights powered by customer-owned context.
ContextIQ helps teams ask larger business questions across Salesforce data: top accounts, accounts at risk, trending activity, similar cases, opportunity movement, account health, case health, and executive-level performance signals.
ContextIQ
Org-wide Salesforce AI
1,240 credits
Prebuilt prompt
Find my top 10 accounts at risk and explain why.
Uses Accounts, Opportunities, Cases, Activities, and renewal signals from the customer-owned Postgres/vector pipeline.
Capabilities
Turn customer-owned Salesforce context into grounded answers, dashboards, charts, lists, and chat experiences.
Org-Wide Business Prompts
Ask questions like top 10 accounts, accounts at risk, trending segments, similar cases, open case themes, opportunity movement, and customer health across the org.
Customer-Owned Vector Pipeline
Run embeddings and retrieval against the customer Postgres environment so the customer owns the data. Syrena connects to the prepared data layer instead of becoming the system of record.
Dashboards, Charts, Lists, and Chat
Return answers in the format the workflow needs: executive dashboards, account health panels, case metrics, opportunity charts, ranked lists, or interactive chat.
Security-First AI Access
Keep AI interactions grounded in controlled result sets from customer data, with security, data ownership, and careful API access treated as core product requirements.
Salesforce AI
Salesforce AI insights and executive dashboards powered by customer-owned context.
AI-powered insights for smarter sales decisions
Executives and sales leaders invest a lot of effort researching Salesforce data. ContextIQ turns that work into larger Salesforce AI prompts that can highlight top accounts, accounts at risk, trending activity, renewal dates, open support issues, similar cases, and hidden opportunities without forcing users to dig through countless records.
Turn Salesforce data into instant clarity
Collecting the big picture from past purchases, support issues, outreach, and team contacts can be difficult. ContextIQ is designed to give teams instant clarity and confident action by surfacing the important Salesforce data leaders, managers, and reps need before meetings, renewals, escalations, and pipeline reviews.
Find leads, cases, and account risk faster
Sales leadership teams are under pressure to do more with less. ContextIQ can help teams find appropriate leads more quickly, identify high-potential contacts, resolve cases faster, review the history of challenges and support tickets, and uncover information that normally requires hours of Salesforce research.
Customer-owned PostgreSQL pipeline
Behind the experience is a simple but powerful process: Salesforce calls the Syrena API, Syrena retrieves relevant results from the customer-owned PostgreSQL and vector embeddings pipeline, then AI interprets the result set. The customer owns the data, and Syrena connects to the prepared data layer instead of becoming the system of record.
Configure prompts and page layouts
Managers and operations teams can configure prompts for the information users should see, such as company spend, renewal dates, open support issues, case trends, account health, opportunity movement, or similar cases. Salesforce page layouts and dashboard components can then display insights where users already work.
Dashboards, graphs, lists, and chat
ContextIQ can support executive dashboards, Salesforce dashboards, account health panels, case dashboards, opportunity metrics, ranked lists, graphs, and interactive chat. The goal is to coach reps with clear insight, prioritize accounts based on real data, uncover hidden risks, and free up time for strategy instead of manual research.
Useful AI without extra complexity
The value of ContextIQ is replacing manual digging with automated clarity. By combining Salesforce data, customer-owned vector embeddings, controlled prompts, AI interpretation, and Salesforce display components, teams can get enterprise-level Salesforce AI value without forcing every user into a separate reporting or analytics tool.
Workflow
How teams use it.
Prepare customer-owned data
Salesforce data is shaped into a customer Postgres pipeline, with vector embeddings created in the customer-controlled data environment.
Ask from Salesforce
A Salesforce user, dashboard, or component calls the Syrena API with a business prompt or dashboard request.
Retrieve grounded results
Syrena queries the customer data layer, sends the relevant result set to AI, and uses the grounded response to produce the right output.
Display the answer
Results can appear as charts, dashboard components, account health views, case metrics, opportunity insights, ranked lists, or chat responses inside Salesforce.
ContextIQ interface
Clean product views for prompts, customer context pipelines, dashboards, and chat.
These ContextIQ views are based on the current Syrena AI front end and the AI chat prototype, cleaned up for customer-facing product storytelling without debug panels or internal payload details.
Prompts
Select an Object: Account
ObjectDisplayResponse
AccountRisk Overviewmarkdown
CaseSimilar Casestable
API + Pipeline
Salesforce
Syrena API
Customer Postgres
Vector Search
AI Response
Chat + Dashboard
What opportunities are trending down this month?
12 opportunities show reduced activity. The largest risk is renewals over $250K with open cases.
Product proof
What ContextIQ helps leaders ask and answer inside Salesforce.
The product proof is the ability to move beyond one record and answer larger questions from grounded customer-owned context.
Which accounts need attention?
ContextIQ can return ranked account lists using activity, opportunities, open cases, renewal exposure, and account health signals.
What is trending across the org?
Executives can see dashboards, charts, and summaries for opportunity movement, case themes, customer risk, and revenue patterns.
What cases look similar?
Vector search and customer-owned context can help support teams find related cases, issue patterns, and prior resolution context.
Use cases
Where ContextIQ turns Salesforce context into action.
ContextIQ is built for bigger Salesforce AI questions that need grounded business context, not generic chatbot answers.
Executive account health dashboards
Show account risk, opportunity trends, open support pressure, renewal exposure, and customer health in dashboard components that leaders can scan quickly.
Org-wide Salesforce AI prompts
Ask questions such as top accounts, accounts at risk, similar cases, trending segments, opportunity changes, and service themes across the customer-owned data layer.
Case similarity and support trends
Use vector search and retrieval-augmented generation to find similar cases, summarize issue themes, and help service teams understand patterns faster.
Sales and customer intelligence
Surface AI insights for reps and managers before pipeline reviews, renewal calls, escalation meetings, or account planning sessions.
Helpful topics
Salesforce AI, RAG, context, and dashboard questions this page answers.
ContextIQ content is written around customer language first: Salesforce AI, business context, account health, executive dashboards, case trends, and grounded answers.
Salesforce AI with customer-owned context
Salesforce can call an API, retrieve grounded results from a customer-owned PostgreSQL and vector pipeline, and display AI outputs inside Salesforce.
Executive dashboards and account health
Visitors can connect ContextIQ to high-intent searches around account health dashboards, opportunity trends, customer risk, case metrics, and leadership reporting.
RAG and vector search without technical confusion
The content uses familiar terms like context, insights, dashboards, and chat while still including RAG, vector search, embeddings, and retrieval language for technical search coverage.
FAQ
ContextIQ Salesforce AI FAQ.
What is ContextIQ?
ContextIQ is a Salesforce AI insights product that uses customer-owned context to answer larger business questions across accounts, opportunities, cases, activity, and customer health. It can return answers as chat, lists, charts, dashboards, or Salesforce components.
Why use the word context instead of vector search?
Most buyers care less about the technical term vector search and more about whether AI understands their business context. ContextIQ can still use RAG, vector embeddings, and customer-owned Postgres data behind the scenes, but the customer benefit is grounded context.
Where does the customer data live?
The intended architecture uses the customer PostgreSQL environment as the prepared data layer. Syrena connects to that customer-owned data layer, retrieves relevant results, submits grounded context to AI, and displays the response back in Salesforce.
What can ContextIQ display in Salesforce?
ContextIQ can support chat responses, ranked lists, graphs, account health panels, executive dashboards, case dashboards, opportunity metrics, and other Salesforce display components depending on the workflow.