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The agent
The system

Make Sierra act in Salesforce — safely

Sierra's agents close conversations with customers. Upware carries the outcome into Salesforce — updating cases, logging activities, and advancing opportunities — governed, attributable, and auditable against SOX requirements.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Sierra stops at the Salesforce boundary

Sierra's agents converse and resolve well, but completing the outcome means acting in the CRM, billing, and order systems behind the conversation.

Three ways to close it

Only one is governed

Sierra alone
Acts in SalesforceNo
Governedn/a
Auditedn/a
Custom API glue
Acts in SalesforceSort of
GovernedYou build it
AuditedYou build it
Sierra + Upware
Acts in SalesforceYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

Resolution in chat, record updated in CRM

A customer reaches Sierra's agent to dispute a charge on their account. The agent confirms the issue, offers a credit, and the customer accepts. That resolution now needs to land in Salesforce: the case must close, the activity logged with a timestamped note, and the account record updated. Upware's on-prem bridge handles all of it. It learned the exact sequence by recording a support rep's desktop session — no API contract required — and now replays it deterministically each time Sierra triggers the skill. The credit approval gets written to a SOX-relevant revenue object only after Upware verifies it against the defined policy and the agent's provisioned RBAC role. Every field write is tied back to the originating Sierra conversation and captured in a full audit trail.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Sierra already connects to some CRM systems. What does Upware add specifically for Salesforce?
Native connectors move data but don't govern it. Upware sits between Sierra and Salesforce as a policy enforcement layer — every action is bounded by RBAC, verified before execution, and written to an audit trail with the originating conversation attached. For revenue and forecast objects that fall under SOX, that level of attribution and reversibility isn't a nice-to-have; it's what makes the automation compliant rather than just convenient.
We have custom Salesforce objects and internal Flows that aren't exposed via API. Can Sierra still act on those?
Yes. Upware learns by recording — UI events, web requests, screen state — not by consuming an API. If a rep can perform the action in Salesforce today, Upware can learn it, encapsulate it as a governed AI skill, and let Sierra trigger it deterministically. Approved internal Flows are executed as designed, not bypassed or replicated with fragile scripting.
How do we prevent Sierra from writing outside approved boundaries, particularly on revenue-sensitive records?
Each action Sierra can trigger through Upware is a discrete, pre-approved skill with an explicit policy: which objects it touches, under what conditions, and with which user context. Upware's RBAC layer enforces those bounds at runtime — Sierra cannot drift outside them regardless of what the conversation produces. Every execution, including blocked attempts, is captured in the audit trail so your compliance team has a complete, queryable record.

Connect Sierra to Salesforce

See a governed action go from recorded workflow to live in days.

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