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Sales teams don’t need more AI.
They need AI that understands the deal they’re working on, the templates their admin has approved, the rules their business follows, and the risks that come with sending legally binding contracts.
That’s the bar.
And most AI tools don’t clear it.
They generate things quickly — but rarely in a way sellers can trust.
Today, we’re changing that.
AI that doesn’t guess — it works with your real deal context
At GetAccept, we’ve spent the last year building AI that supports the entire sales process, not just one-off content generation. That means everything the AI produces is grounded in your actual deal context: the opportunity, the buyer, the templates your admin has approved, the rules your team has set, and the actions that move a deal forward.
You see this today in Smart Content inside Deal Rooms — where summaries, pitch texts, and follow-up messages are based on real buyer engagement, real transcripts, and real assets.
Now we’re bringing that same deal-aware, trustworthy AI straight into Salesforce.
Meet the GetAccept Agent
Agentforce lets Salesforce users ask questions and take actions through natural language.
Our new GetAccept Agent builds on that — but with something most AI assistants miss:
UI components built right into the conversation.
So when you ask:
“Create a GetAccept contract for this opportunity.”
You don’t just get a wall of generated text.
You get a guided UI in the chat:
- Template options filtered through your admin’s conditional logic (e.g. “only show templates relevant for this opportunity’s industry”)
- Data pulled from the current Salesforce opportunity
- Text fields you can adjust
- A preview of the exact contract you’re about to generate
You stay in control.
You see exactly what’s being sent.
You know it’s based on your company’s rules and conditions.
And you never have to wonder whether the AI hallucinated something into a legal document.
Why this matters for sellers
1. Control where it counts
Contracts aren’t casual. A wrong clause or wrong template can kill a deal.
With UI components layered into the Agentforce experience, reps can check everything before moving forward — and every option shown is based on the rules their admin has already set in GetAccept.
2. Accuracy you can trust
The Agent never invents templates or fields.
It only works with the actual GetAccept data and templates available to your team.
That’s critical when your output becomes a legally binding agreement.
3. No more bouncing between tabs
Want to check which contracts went out last quarter?
Or update a contract for a deal you’re working right now?
Just ask.
The Agent can list contracts, surface details, and create new documents — all without making you leave Salesforce.
4. Fast, natural, and built for everyday selling
It fits naturally into a rep’s workflow.
Ask a question → refine with UI elements → send or update instantly.
It’s the quickest way to keep deals moving without sacrificing accuracy or control.
Built for teams who care about rigor, not just speed
There’s no shortage of AI shortcuts out there.
But when deals depend on legal accuracy, brand consistency, and admin-approved content, shortcuts aren’t enough.
By combining:
- Deal-aware AI
- Admin-defined rules
- Interactive UI components
- Real GetAccept data pulled from Salesforce
…we’re giving sellers a tool they can trust with the real work — not just the fluffy stuff.
This is AI that accelerates deals without gambling on compliance or accuracy.
Who can use it
The GetAccept Agent is available to teams who:
- Use Salesforce as their CRM
- Have Agentforce included in their Salesforce plan
- Use GetAccept for contracts or Digital Sales Rooms
To install the GetAccept agent, reach out to your Account Manager.
A smarter way to work inside Salesforce
This is just the beginning.
Our vision is an AI layer that supports every step of the sales process — from first meeting to signed contract — using real context, real rules, and real control.
The Agentforce integration brings us one step closer.
If you’re already running GetAccept and Salesforce side by side, this is the fastest, most reliable way to bring them together through AI — without losing the accuracy and guardrails your deals rely on.
Interested in trying it out? Install the Agent from Salesforce AgentExchange.
