Account Briefings
360° briefings and rollups on your Salesforce accounts - one client-ready summary of an account and everything around it, plus top-accounts and stale-account views
Astound Digital · AI for Salesforce
Every skill in the Gateway
The complete catalogue of what the AI Salesforce Gateway can do: Salesforce skills for pipeline, accounts, contacts, leads, activities, and cases, plus consultancy, brand, and governance skills.
Salesforce
Activity Insights
Summaries and rollups of your Salesforce activity - what's on your plate today and this week, overdue follow-ups, activity by type or owner, and how many touches a deal has had - in plain English
Case Insights
Summaries and rollups of your Salesforce support cases - open load by priority, owner, and status, plus overdue and escalated cases - in plain English
Contact Insights
Summaries and briefings on the people you know in Salesforce - key contacts and decision-makers per account, contact maps, and who's gone quiet - in plain English
Find Accounts
Browse, search, and filter Salesforce accounts in plain English - by name, industry, region, owner, size, or revenue
Find Cases
Browse, search, and filter Salesforce support cases in plain English - by status, priority, account, owner, or when they came in
Find Contacts
Browse, search, and filter Salesforce contacts in plain English - by name, account, title, email, or phone
Find Deals
Browse, search, and filter Salesforce opportunities in plain English - by stage, amount, close date, owner, or account
Find Leads
Browse, search, and filter Salesforce leads in plain English - by status, source, owner, company, industry, or how recently they came in
Find Tasks & Meetings
Browse, search, and filter Salesforce tasks and meetings in plain English - what's due, what's overdue, this week's calendar, and activity on any account, deal, or contact
Lead Insights
Summaries and rollups of your Salesforce leads - by source, status, rating, and conversion - plus stale leads that need follow-up, in plain English
Log & Schedule Activity
Safely log calls, create follow-up tasks, schedule meetings, mark tasks complete, and reassign - in Salesforce, with confirmation before every change
Pipeline & Forecast
Summaries and rollups of your Salesforce pipeline - by stage, forecast, win rate, and what's at risk - in plain English
Salesforce Essentials
Your Salesforce assistant - what it can do, how to ask in plain English, and the promise to confirm before it changes anything
Update Accounts
Safely create and edit Salesforce accounts - update industry, phone, website, billing address, or owner, and add new accounts - with confirmation before every change
Update Cases
Safely create and edit Salesforce support cases - change status or priority, reassign, add a resolution, or close - with confirmation before every change
Update Contacts
Safely create and edit Salesforce contacts - add a new person, update a title, email or phone, reassign the owner - with confirmation before every change
Update Deals
Safely create and edit Salesforce opportunities - move a stage, update the amount or close date, mark Won/Lost - with confirmation before every change
Update Leads
Safely create and edit Salesforce leads - capture a new lead, move the status, update rating, reassign owner, or fix contact details - with confirmation before every change
Consultancy Workflows
Create Client Proposal
Draft a persuasive client proposal - situation, approach, value, next steps - for a digital-commerce engagement in Astound's voice
Create Project Estimate
Build a phased project estimate with a role-based rate table, effort breakdown, and contingency for a digital-commerce engagement
Create RFP Response
Draft a structured RFP response for a digital-commerce engagement - solution narrative, team, timeline, commercials - in Astound's voice and format
Create Statement of Work
Draft a full statement of work - scope, assumptions, responsibilities, change control, payment schedule - for a digital-commerce engagement
Create Work Order
Draft a scoped work order - deliverables, milestones, acceptance criteria, billing - for a defined unit of digital-commerce delivery work
Brand & Workspace
Apply Brand Voice
Rewrite or QA content against Astound Digital's voice and tone rules - confident, plain-spoken, client-outcome led
Astound Glossary
Define and enforce consistent use of Astound Digital and digital-commerce terminology across documents and conversations
Company Boilerplate
Insert approved Astound Digital company descriptions, capability statements, and legal disclaimers into documents
Draft Client Email
Draft professional client communications - status updates, kickoffs, escalations - in Astound Digital's voice
Format Client Document
Apply Astound Digital's standard document structure and formatting conventions to client deliverables
Set Up My Workspace
First-run workspace setup: installs the Astound Digital Salesforce artifacts into your Artifacts library and checks the Salesforce connection
Governance & Analytics
Analytics Dashboards
Fleet-wide rollups - overview, costs, agents, tools, sessions, conversations, and requests - across the whole workspace
Activity Report
What the platform did recently - live sessions, recent AI requests, tool traces, failures, and where spend landed - as a scannable report
Demonstrate Governance
Exercise the four-stage governance pipeline - scope check, secret scan, blocklist, rate limit - and read back the audited decisions
Inspect AI Requests
Deep-dive a single AI gateway request - list /v1/messages hits, reconstruct one with full audit, and follow the tool-call trace it spawned
Inspect Conversation
Reconstruct the structured data behind a live conversation - its messages, AI requests, tool calls, governance decisions, and cost - from the current session
Manage Permissions
Edit a user's roles via the CLI and watch governance flip the same request from denied to allowed - live, with no reload
User Report
Who is on the platform - list recent users, filter by role or status, read the signup and session stats, and drill into one account
Set Up Admin Dashboards
Admin-only workspace setup: installs the three control-plane dashboards (users, activity, usage) into your Artifacts library and checks the admin CLI connection
Platform & Operations
systemprompt CLI Reference
Navigable reference for the systemprompt CLI - its 8 domains, the discovery workflow, and how to run commands through the admin systemprompt MCP server
Inspect MCP and Skills
List and call MCP tools through the admin systemprompt MCP server, check server health, and sync the skills catalogue via the CLI
Inspect Agents
Discover, validate, and message the workspace's agents over A2A, then read the artifacts and traces they produce
Manage Services
Start, inspect, and troubleshoot the running stack - services, database, and scheduled jobs - via the systemprompt CLI
Use these skills in your own tools
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