Features

Logic AI is an AI assistant that lives right inside Salesforce. Ask it a question in plain English and it works with your records to get things done — finding information, building reports, drafting emails, and more. Everything it does runs as you, so it can only see and change what you already have permission to. This page is for everyday users. Admins configuring what’s available should see the Admin Console pages.

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Getting answers about your data

Just ask. Logic AI understands your org’s objects and fields, so you can say things like:

• “How many open opportunities do I have closing this month?”
• “Show me the contacts at Acme and their last activity.”
• “Which cases have been open more than a week?”

It figures out the right query, runs it with your permissions, and shows you the results — no report builder required. You can also ask it to search across everything when you’re not sure where something lives (“find anything mentioning the Henderson contract”).

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Taking action

Beyond reading data, Logic AI can do work for you. Depending on what your admin has enabled, it can:

• Manage records — create, update, and delete records, one at a time or in bulk
• Work with reports — run a report you already have, or build a new one
• Communicate — send an email, send a notification to other users, or post to Chatter on a record or group
• Run your org’s automations — launch Flows and Apex actions
• Export results — produce a CSV file or a formatted PDF report

For anything sensitive — sending an email, deleting records, and others your admin chooses — Logic AI pauses and asks you to approve before it happens, showing you exactly what it’s about to do. The Tools reference lists every tool in detail.

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Working with files

Attach or point Logic AI at a file on a record — a PDF, image, text file, or other type — and it can read the contents to summarize it or answer questions about it.

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Interactive prompts

When Logic AI needs you to make a choice before continuing, it shows clickable options right in the chat, so you can just pick one instead of typing out your answer.

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Queue your next message

You don’t have to wait for Logic AI to finish. Type — or send — your next message while it’s still working, and it goes out automatically as soon as the current answer completes. A live timer shows how long the current answer is taking, and each reply notes how long it took.

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Blueprints — save and reuse your work

When you’ve worked through something useful, save it as a Blueprint and run the same workflow again later without re-explaining it.

• Save a chat — after a useful conversation, use the Save chat chip. Logic AI reviews what you did and distills it into a draft Blueprint with a suggested name and instructions, which you can edit before saving.
• New Blueprint — write one from scratch with a name, a short description of when to use it, and the steps.
• Refine with Logic AI — while editing, add a note like “focus on the email step, drop the dashboard part” and re-distill to rework the instructions.

Your saved Blueprints appear as chips above the chat box — click one to run it. You can type a detail first (like an account name) and then click the chip to combine your input with the saved steps. Each Blueprint is private by default. Turn on Share with everyone in the org to make it available to all Logic AI users; only you (or an admin) can edit or delete one you own. Admins can review and manage every Blueprint from the Blueprints tab. Running a Blueprint doesn’t bypass any safeguards — it runs its steps in your user context, with the same permissions and approvals as any other chat.

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Scheduled Agents

For recurring work you’d rather not do by hand, set up a Scheduled Agent — a saved task Logic AI runs on its own, on a schedule or on demand. Just ask in the chat: “Every Monday at 8am, email me a summary of new leads.” Agents run with your permissions and appear in a Scheduled Agents tab where you can watch each run, edit them, or run them now. See Scheduled Agents.

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Coworkers

For focused, recurring work, create a coworker in the sidebar — a named chat persona (like Renewals or Support triage) with its own memory, colour, and optional standing instructions. Each coworker keeps its own chats and remembers what’s relevant to its job, so different lines of work don’t bleed together. You can keep a coworker private, share it with specific teammates, or open it to your whole org. See Coworkers.

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Chats sidebar

The sidebar lists your recent chats and coworkers. You can start a new chat, switch between conversations, delete chats you no longer need, and drag the divider to resize the panel — chats load as you scroll.

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Memory

When memory is enabled for your org, Logic AI remembers useful facts about you automatically as you chat — your role, preferences, terminology, what you tend to work on — and quietly recalls them in future conversations, no command needed. You can still nudge it explicitly (“remember that I manage the West region”), and your 👍 / 👎 reactions help it learn which remembered facts are actually helping. Want to see exactly what it’s learned? Click Memory in the chat header to review, correct, or forget any fact — see Your Memory.

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Feedback

You can react to individual answers with 👍 / 👎 and raise a support ticket directly from the chat — see Feedback and reactions.