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The agent
The system

Make Writer act in Salesforce — safely

Writer agents reason over your customer data and draft the next step — Upware carries that action into Salesforce with full RBAC, audit trail, and SOX-compliant attribution, no manual handoff required.

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

Writer stops at the Salesforce boundary

Writer's agents generate and reason well, but executing governed actions across operational systems needs an execution and policy layer beneath them.

Three ways to close it

Only one is governed

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

From Resolution Draft to Closed Case

A support agent built in Writer reads an open Salesforce case, pulls relevant knowledge-base articles, and drafts a resolution summary. When the agent signals the case should be closed, Upware's on-prem bridge takes over: it replays the exact sequence of Salesforce UI events and API calls that a rep would use, updates the case status, logs the resolution note with the agent's identity, and records a timestamped activity entry — all within the access boundaries defined for that agent role. No Salesforce API credentials are exposed to the LLM, and every write is attributable and reversible. The SOX-relevant fields stay policy-bounded throughout.

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

Writer already connects to Salesforce data. Why do we need Upware on top of that?
Reading data and writing governed actions are different problems. Writer's Salesforce connector is built for grounding responses in CRM context — it's optimized for retrieval, not for executing multi-step write operations with RBAC enforcement and a full audit trail. Upware sits beneath the agent as an execution layer: it handles the actual case updates, opportunity stage changes, and Flow triggers deterministically, with every action logged and attributable to the right identity.
How does Upware handle Salesforce actions that don't have a clean REST API, like triggering a specific Flow or updating a UI-only field?
Upware learns workflows by recording desktop sessions — UI events, web requests, and screen state — not by relying on published APIs alone. If a Flow trigger or field update is only accessible through the Salesforce UI, Upware captures that path once and replays it exactly at runtime. This means legacy configurations, custom objects, and admin-built Flows are all reachable without custom integration code.
Our Salesforce environment has strict SOX controls. How does Upware ensure every agent write is compliant?
Every action Upware executes is policy-bound before it runs: RBAC rules determine what the agent is allowed to write, and the on-prem bridge enforces those boundaries without sending Salesforce credentials to any external model. After execution, a full audit trail records what changed, when, and under which identity — the same attribution your auditors expect from a human rep. Revenue and forecast objects get the same treatment, with no special carve-outs needed.

Connect Writer to Salesforce

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

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