Stop navigating endless menus. Convert natural language into precise SOQL queries and get instant CRM insights, in seconds, not hours.
Free to start: 250,000 AI tokens, no credit card required
Built for RevOps, Sales, and Customer Success teams who need answers fast.
Phenoble Agent recognizes your standard and custom Salesforce objects and fields automatically, so it works with your schema without any manual setup.
Answers come back as clean tables and formatted lists, chosen automatically based on the question you ask.
Start safely: the free plan is read-only (SELECT-only). Upgrade to Custom and the agent can also create, update, and delete records, so it acts in Salesforce, not just reports on it.
Your conversations and past answers are saved, so you can revisit earlier questions and build on them instead of starting over.
Connect through standard Salesforce OAuth, so no passwords are stored. The refresh token that maintains your connection is encrypted at rest with AES-256.
Ask 'Show me deals closing this quarter over $50k' and get instant, accurate results. No SOQL knowledge needed.
On every plan, your Salesforce records stay in your org and we never store, log, or train on your data, only your question and the relevant object and field names are sent to the AI to build the query. On the Custom plan, run it your way: self-hosted in your own environment, with your own API key, or fully managed by us on SOC 2-compliant infrastructure.
Custom deployments run your way: in your own cloud, with your own OpenAI key, or fully managed by us on SOC 2-compliant infrastructure. We scope the right model with you during onboarding.
No. Phenoble Agent lets you ask questions about your Salesforce data in plain English, and it writes and runs the SOQL query for you. You describe what you want (for example, "accounts with no open opportunities this quarter") and get the answer in chat, with no query language or report building required.
On the free plan, no. The free plan is read-only: it generates SELECT queries only, and insert, update, and delete are blocked, so it's safe to explore. The Custom plan can be configured to create, update, and delete records as well, so the agent can take action in Salesforce, not just report on it.
Your Salesforce record data is not sent to external AI models. Only your question and the relevant object and field names are sent to OpenAI to generate the query. The query itself runs inside your Salesforce org, so your records stay in Salesforce.
You connect through standard Salesforce OAuth. Phenoble Agent never sees or stores your Salesforce password, and the refresh token used to maintain the connection is encrypted at rest.
Yes. The free plan includes 250,000 AI tokens to explore your Salesforce org, AI-generated SOQL, object and field discovery, persistent chat history, a single Salesforce org connection, and email support. You can start for free without a credit card.
You can ask about any standard or custom Salesforce object, such as opportunities, accounts, contacts, cases, and leads. Phenoble Agent discovers your objects and fields automatically, so it works with custom schemas without manual configuration.
Yes. You connect through standard Salesforce OAuth, so no passwords are stored, and the refresh token is encrypted at rest with AES-256. Every query is read-only (SELECT only; insert, update, and delete are blocked), and your Salesforce records never leave your org. Only your question and the relevant object and field names are sent to OpenAI to build the query.
No. Your Salesforce records are never sent to external models and are never used for training. Only your question and the relevant object and field names are sent to OpenAI to generate the query, and we do not store, log, or train on your CRM data.
Phenoble Agent starts as a focused, plain-English query tool you can use for free: ask a question and it generates and runs the SOQL for you, with no setup on your standard or custom objects. The Custom plan extends it with create, update, and delete actions and flexible deployment (self-hosted, your own API key, or fully managed), tailored to your org during a consultation.
Yes, on the Custom plan. We have deployed Phenoble Agent self-hosted in a customer's own cloud, hosted with the customer's own OpenAI API key, and fully managed on SOC 2-compliant infrastructure. The right deployment model is chosen with you during your consultation engagement.
Yes, on the Custom plan. You can bring your own OpenAI key so AI usage runs on your own account, which is one of the deployment options we set up during a Custom engagement.
Phenoble Agent uses OpenAI's GPT-4o to translate your plain-English question into a read-only SOQL query. The query then runs inside your Salesforce org through the Model Context Protocol (MCP).
Yes. Phenoble Agent automatically discovers your standard and custom Salesforce objects and their fields, so it works with custom schemas without any manual configuration or mapping.
Stop digging through reports. Ask your Salesforce questions in plain English and get answers in seconds. Free to start.