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Salesforce Installation

Once you have clicked "Install ToolboxAI" in our onboarding email, you will see this screen:

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Package Installation​

I am not certain of all the steps here

Follow our Setup Assistant​

  1. Once installed go to App Launcher --> ToolboxAI
  2. You should see our setup assistant if you are installing for the first not. If not, click "Setup Assistant" in the top righthand corner of the screen.
  3. Follow those steps and then return here.

Once the Setup Assistant is complete, you are all set to start using RecordAI to extract basic fields, ask questions with business context, and summary records.

To further customize ToolboxAI to extract more fields, summarize with more of your business context and choose different models, continue to the next step.