Salesient RAG EngineZero hallucinations

Revenue intelligence, grounded in your stack.

Connect your proposals, MSAs, battlecards, and live CRM records into one verifiable workspace. Salesient delivers instant, clause-cited answers for every high-stakes deal conversation.

< 190ms Retrieval

Dense + BM25 fusion

100% Cited Clauses

Locked to PDF & CRM

Zero Model Training

SOC 2 & ISO isolated

01 · Multi-Source OAuth & PDF Ingestion

< 190ms

Hybrid Retrieval Latency

Dense vector + BM25 lexical fusion

100%

Clause-Level Attribution

Every sentence tied to source page

120+

Native Stack Connectors

Salesforce, Zoho, Drive, Slack, Gmail

SOC 2 & ISO

Zero-Training Privacy

Tenant-isolated vector namespaces

How Salesient turns raw files into verifiable deal truth.

Generic AI wrappers hallucinate pricing and contract terms. Our three-stage RAG pipeline preserves complex tables and locks every answer to its exact source page.

STAGE 01Ingestion & Structure Parsing

Structure-Aware Document & CRM Indexing

Upload PDFs, MSAs, rate cards, and pitch decks or sync directly from Google Drive and Salesforce. Unlike naive chunkers that flatten spreadsheets, Salesient preserves nested pricing tables, schedules, and legal clause hierarchies.

PDF, DOCX, XLSX, CSV & OAuth 2.0Nested table & header preservationReal-time CRM delta webhooks

Synced · 48 pages

Q4_Enterprise_Playbook.pdf

Indexed ✓

48 pages · 312 hierarchical clauses

Global_Rate_Card_2025.xlsx

Parsed ✓

6 sheets · Tabular schema locked

Salesforce_Opportunity_Sync

Streaming

1,420 active deal records · Live webhook

STAGE 02Vector Chunking & Indexing

Semantic Chunking into a Hybrid Vector Index

Documents are sliced along clause and table boundaries into consistent chunks, embedded as 1,536-dim vectors, and indexed beside BM25 keywords. Similar passages cluster together, so exact SKUs, section numbers, and intent all retrieve in under 190ms.

Clause-aware chunk boundaries1,536-dim dense embeddings + BM25< 190ms p95 retrieval latency

312 chunks indexed

Clause-Aware Slicing

312 chunks

Tables & sections kept intact

Dense + BM25 Index

1,536-dim

Semantic intent & exact tokens

Cross-Encoder Rerank

168ms p95

Top 4 passages locked

STAGE 03Deterministic Synthesis

100% Citation-Locked Deal Intelligence

Strict RAG guardrails constrain generation exclusively to retrieved context. Every generated claim carries an interactive link to the exact source document, page number, and section—eliminating AI hallucinations.

Zero hallucination guardrailInteractive page & clause linksSOC 2 Type II audit trail

Citations locked

SLA Concession Cap: 14.5% Max

Verified ✓

Playbook_2025.pdf · §3.2 (Page 14)

EU Data Residency: AWS Frankfurt

Verified ✓

SOC2_Addendum.docx · §7.1 (Page 6)

Liability Super-Cap: 2x Annual ACV

Verified ✓

Executed_MSA.pdf · §11.3 (Page 27)

Workspace/Deal Room/Acme Corp ($68k Annual · Stage 4 Negotiation)

3 sources active·164ms retrieval

Maya LinSenior AE · 4:47 PM

hey can we give acme a 20% discount on annual if they sign by friday or does legal block that? also they're asking if standard msa covers eu data residency

Salesient Deal DeskGrounded in 3 files

1. 20% Annual Discount — Allowed with VP Sales sign-off (No Legal redline needed): AE self-serve discounting caps at 15%. However, for annual commits over $50k ACV closing before Friday EOQ, discounts up to 22% only require VP Sales approval in Salesforce—Legal does not block or review standard order form discounts Q4_Playbook.pdf · §3.2, p.14.

2. EU Data Residency — Requires Annex B Checkbox: Acme's current draft MSA defaults to us-east-1. To lock AWS Frankfurt (eu-central-1), check Box 2 in Order Form Annex B at no extra fee since Acme is on the Enterprise tier ($68k ACV) Acme_MSA_v3.pdf · §7.1, p.6.

Verified Source PassagesExact match

Q4_Enterprise_Playbook.pdfPage 14 · §3.2

“Discounts between 15.1% and 22.0% on Annual Upfront Order Forms (>$50,000 ACV) require VP Sales approval via Deal Desk workflow. Legal review is waived if standard payment terms (Net 30) remain unmodified.”

Acme_MSA_v3.pdfPage 6 · §7.1

“Customer Data shall be hosted in the US-East region unless EU-Central (Frankfurt) is selected on the applicable Order Form Annex B. Regional pinning is included for Enterprise subscriptions.”

Synced with Salesforce Opportunity #SF-8841 (Acme Corp · $68,000 ACV)

Unified Ecosystem · 120+ Connectors

Every revenue signal, indexed in one place.

Connect your existing CRM, cloud storage, and messaging tools in under two minutes via OAuth 2.0. Zero custom ETL pipelines.

Browse all 120+ integrations

Live Data Flow Topology

Raw Stack Signals ──► Hybrid RAG Engine ──► Grounded Deal Output

01 · Connected Inputs

Salesforce & Zoho CRM

Opportunities & Notes

Playbooks, MSAs & XLSX

Tables & Clauses

Gmail & Slack Threads

Live Deal Context

Salesient RAG Core

Hybrid Vector + BM25 Index

Parses tables, enforces workspace ACLs, and ranks exact clauses in <190ms.

1,536-dim

0 Hallucinations

02 · Verified Outputs

100% Cited Deal Answers

Exact page & § clause links

Pre-Call Deal Briefings

1-click executive dossiers

Competitive Rebuttals

Live objection battlecards

Live

CRM & Pipeline

Salesforce

Bi-directional sync of opportunities, account notes, stage history, and custom deal fields.

Real-time webhookOAuth 2.0

Live

Communication

Gmail & Workspace

Automatically indexes prospect threads, redline attachments, and stakeholder commitments.

Delta streamOAuth 2.0

Live

Deal Rooms

Slack

Query your knowledge vault directly from #deal-desk channels and capture internal decisions.

Event socketOAuth 2.0

Live

CRM & Contacts

Zoho CRM

Enriches deal rooms with contact hierarchies, historical quotes, and territory playbooks.

Real-time webhookOAuth 2.0

Continuous Context Sync

Plus 120+ enterprise tools ready out of the box

Permissions and ACLs are inherited from your source systems so reps only retrieve documents they are authorized to view.

Enterprise Trust & Governance

Built for security-first revenue organizations.

GDPR Compliant

EU Data Protection & Art. 28 DPA

ISO 27001

Information Security Management

SOC 2 Type II

Audited Security & Availability Controls

Control & Spec

Generic AI Wrappers

Salesient Vault

Foundation Model Training

Strict ZDR Endpoints

Prompts & files often retained for model fine-tuning

Zero data retention or training on customer PDFs, CRM records, or queries

Vector Index Tenancy

Per-Org Namespaces

Shared multi-tenant index with soft metadata filters

Cryptographically isolated per-workspace vector namespaces & row-level ACLs

Encryption & Key Custody

AES-256 & TLS 1.3

Standard transport encryption; opaque storage keys

AES-256 at rest, TLS 1.3 in transit, with regional pinning (US-East / EU-Central)

Output Verification

Deterministic Guardrail

Unbounded free-text generation prone to fabricated clauses

Every claim locked to source document, page number, and section with audit logs

Revenue intelligence, grounded in your stack.

How Salesient turns raw files into verifiable deal truth.

Structure-Aware Document & CRM Indexing

Semantic Chunking into a Hybrid Vector Index

100% Citation-Locked Deal Intelligence

Every revenue signal, indexed in one place.

Hybrid Vector + BM25 Index

Salesforce

Gmail & Workspace

Slack

Zoho CRM

Plus 120+ enterprise tools ready out of the box

Built for security-first revenue organizations.

Turn every sales signal into verified revenue action.