RevOps & operations leaders

Trust your Salesforce. Then hand it to agents.

Nobody fully knows how your Salesforce works · what fields mean, which automations fire, why the pipeline number moved. Connect it and Own your context writes it down: schema, semantics, rules, working examples · documentation you can check, then act on.

Understand · Clean · Delegate

Your operating system, finally legible.

Nobody fully knows how your Salesforce works · what fields mean, which automations fire, why the pipeline number moved. Connect it and the documentation writes itself, maintained rather than tribal.

connectionslive
Caller · agents that read first
svc:agent-42wiki
context · read before the call
MarcoPolo gateway

Schema, rules, and definitions resolved here

approved systems
Salesforcesales_read
Snowflakeanalytics_ro
Postgresapp_read
Jiraissues_read
01

Secure Connections

Salesforce, the warehouse, tickets and billing are connected once and scoped per user and agent · no copies, no pipelines, and no credentials in model context.

Secure connections
workspace · adaptive contextlive
# The agent reads the wiki before it queries.▸ wiki  Opportunity · schema + meaning▸ wiki  rules · what "qualified" means here▸ wiki  examples · joins that ran clean$ mp.run("slipped_deals.sql")# Starts from proof · not from guesses.▍
02

Managed Database Execution Environment

When agents act on the data · hygiene fixes, governed queries, analytics · the work happens in a workspace with scoped access, so cleanup is checked against documented rules rather than somebody's memory.

Governed workspace
auditlive
tenantacmesourcesalesforcepageOpportunityrevisionrev#18reviewed byamina@acme
wiki.updatecontext

Compiled by an agent · corrections kept as revisions

req#a91csealed to your SIEM
03

Governance & Auditing

The same pages your team reads become what every agent reads before it acts, and every action it takes is logged · so delegating work does not mean losing the thread.

Trust and governance
Day one

Understand. Clean. Delegate.

The sequence only works in that order · and it starts with documentation you didn't have to write.

  1. Understand

    Connect Salesforce · get a browsable wiki of objects, automations, and your actual sales motion.

  2. Clean

    Fix hygiene against documented rules · “hey agent, clean this up” with the wiki as ground truth.

  3. Delegate

    Agents read the same wiki · governed queries and analytics that land right the first time.

Scenarios

Run by teams who own the system of record.

The automations nobody documented

195 flows, triggers and validation rules come back as a browsable atlas, so the team can finally see which automation moved the pipeline number.

Connectatlasanswers

Cleanup with a ground truth

"Hey agent, clean this up" works because the wiki says what the rules actually are. Hygiene fixes are checked against documented logic, not against recollection.

Documented rulesgoverned fixaudit trail

Delegation that lands first time

Agents read the same pages the team does before touching the source, so governed queries and analytics come back right the first time instead of after three corrections.

Wiki readgoverned queryresult
The wiki, opened

What “connected” looks like a day later.

Book a demo
FAQ

What operations teams ask before they delegate.

Who keeps the documentation current?

An agent does. Connect a source and it crawls schema, automations, flows and validation rules into readable pages. When the source changes the wiki updates diff by diff · nobody is assigned to keep the docs up to date.

Can my team correct it?

Yes. The pages are plain, versioned and diffable · read it like documentation, correct it like a doc, review changes like code. Your corrections are kept and compound.

Does this work beyond Salesforce?

Yes. Any system set up in LiveConnect gets the same treatment. Salesforce is the deepest example today, with the same approach applying across databases, warehouses and other SaaS systems.

See your Salesforce, documented.

Connect a source and get back a wiki of it · objects, automations, the sales motion as it really runs. The fastest way to see what your agents have been missing.