Rass Group
AI Assistant Bot

An AI assistant inside your Salesforce org.

The Rass AI Assistant bot helps staff move faster with natural language actions, creating and updating work, answering client questions, and triggering operational steps without leaving Salesforce.

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Core capabilities

A practical set of capabilities that helps your team complete work faster, directly inside Salesforce.

Create and update work items from chat

Log a new work item, adjust status/priority/due dates, and capture activity using natural language prompts.

  • Create a new Work Item (Case) with optional account, subject, priority, status, due date
  • Update a Work Item: status, priority, due date, due status, billed/logged hours
  • Ask for details of a specific Work Item by number or Id

My work items, instantly

Get a clean, filtered view of what you’re responsible for, without digging through list views.

  • “My open work items” and “What am I assigned?”
  • Due windows like “due in 7 days / this week / overdue”
  • Fast summaries you can act on immediately

Account and contact insights on demand

Ask questions about clients and instantly retrieve relevant account and contact details.

  • List accounts, find accounts, and pull an account summary
  • List contacts for an account and answer contact questions
  • See open work items for a specific account

Prospects and pipeline support

Create, find, update, and convert prospects (Leads) using natural language prompts.

  • Create a new Prospect with key fields (name, email, phone, status, industry)
  • Find prospects by filters and update prospect details
  • Convert a Prospect when ready

Operational prompts that keep work moving

Trigger high-impact actions like service expiration checks and year-end document requests.

  • “Which services expire in the next 60 days for Acme?”
  • Request year-end documents for a work item to a specific contact
  • Reduce manual follow-ups and missed renewals

See the AI Assistant bot in action

Get a walkthrough of the bot’s capabilities and how it fits your team’s workflow.

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