Engine was a
company going
through explosive growth.
There's now 1,000 of
us inside the company.
It's just scaled
tremendously.
We're a modern travel and
spend management
platform.
very ripe for disruption.
Members of our
support team were
doing 300
cancellations a day.
We were all doing the
best we could with
the tools and resources
we had available
to us at the time.
But there was
still only so far you
could go with that.
You simply need
something that is
ubiquitous, that
everything can tie into.
Salesforce is
the operating
system that makes
it seamless.
It's the platform that
the world runs on.
We had the use case.
We had the right
partner. Demetri and I
just had the willpower.
We're going to get
this thing done.
We built what's
now called AVA,
Engine's Virtual
Assistant, in 12 days.
The first few days
were spent just opening
up Agent Force Builder,
typing in prompts.
We tried to break it
every which way we
could before we put it
in front of customers.
I've worked with
chatbots in the
past, and agents are
just a lot different.
Trailhead makes it
very easy to start
learning, and that
allowed us to develop
EVA very quickly.
We track how many of
our cases are actually
handled by EVA,
and we are at 50%.
She could now recall
information about a
booking, answer people's
questions about
their reservations,
saving the reps so
much time so that
they can focus on
things that really
matter. Now we have
five agents helping
across the company,
whether that's
customer-facing or
employee-facing.
Agentic AI is only
as powerful as the
systems that you
connect it to.
Making sure it's
rooted and connected to
the right data is
mission critical.
Without it,
we wouldn't be
unified. And for
customers, you're
getting what
you want faster.
Slackbot now is
essentially an extension
of the knowledge
base. New people
can go to Slackbot
and say, who does
this? And where would
I find that? having
our entire knowledge
base in Slack in
a moment's notice
is a game-changer.
Slackbot truly is the
ultimate teammate.
Five years ago,
the question always
was, is this
possible? Can we do
that? Now it's like,
of course we can.
Having Agent Force,
Data360, Tableau, and
Slack integrated in
one system, it's just
extremely efficient.
It's no longer humans
versus agents, it's
humans with agents.
CSAT goes up,
costs to deliver go
down, Customers
are happier.
We're getting them
answers faster.
What's the trade-off?
There's no trade-off.
You can feel it
from every person
at Engine. We
all actually
believe in this
agentic enterprise.
This is an incredible
opportunity for all
these businesses. If
you run on Salesforce
today, I mean, you're
nuts if you don't.
Please welcome
Rob Seaman.
traveled in
for this event.
All right, so Engine
is a B2B travel
platform that makes
travel for large events
and even planning
large events like
this easier for people
like you and me.
And while there are
1,000 people, what's
really cool about
Engine is they were
agent-first and Slack
-first from day one.
They're not just
experimenting with AI,
they're running their
entire business on
it. And I want to
show you how they are
using the headless
360 to power their
business, but how you
can use it to transform
yours. And I'm going
to start with a new
acquisition we made
of a company called
Qualified. Qualified's
an amazing company
with an amazing product
called Piper. What
Piper is, is an
agentic SDR that sits
on your website and
actually turns that
web traffic into
pipeline and buyers 24-7.
Now, Piper can
determine the intent of
the user. It can
reach deep into your
CRM system. It can
qualify leads. It can
book meetings. It can
have the voice and
tone of your brand.
And you can actually
brand it as you
would like, as you'll
see here in a second,
as Engine did.
starting point of
our demo today.
We're going to
walk you through
web traffic on
engine.com. And
we're going to
show you how Eva,
the branded Piper
agent for Engine, is
actually qualifying
leads and booking
meetings directly
with sales reps. We're
going to show you
how those sales reps
are prepping for
those meetings through
Slackbot and using
Tableau and the MCP
servers that Patrick
mentioned earlier.
And then lastly, we're
going to actually
do a meeting with a
customer, and we're
going to show you
how you can automate
CRM. Again, as
Parker said, never
actually going into a
Salesforce interface,
but doing this
all in a headless
fashion that improves
seller productivity.
So I'm going
to start here
Here you'll
see it's an end
-to-end B2B
travel platform.
So what I want to
do is actually look
over here on the
right, and here you can
see Eva, the AI SDR
agent. And what's cool
about Eva is I can
actually just speak
to her. You saw
this in the previous
demo as well. But I'm
going to hop in here,
and I'm going to
request to speak with
Ava. I'm going to
switch my mic real
quick so you don't
have to hear the echo.
Hey, Ava, we're
organizing corporate
events across a few
cities globally.
Can Engine help
with booking travel
for large groups
and tracking spend?
Here's a quick
visual. Our platform
lets you book
flights, hotels, and
rental cars all
in one place. with
one invoice and no
cancellation fees.
you're managing
travel for?
So what's really cool
about this is Eva
has the voice and
tone of our brand.
It actually has the
visual assets. It
deeply understands
our product catalog,
and it knew what I
was asking about. So
it came back with
a really expedient
response that really
matched my intent,
that's in the voice
and tone of Engine,
uses their branded
and styled creative
assets, and gets me
the answer that I want.
Actually, for the
sake of this demo, I
want to skip ahead
and ask about pricing.
Can you tell me
more about pricing?
Pricing depends a
lot on your unique
situation. To
connect you with
our team to talk
through pricing,
could you share the
best email to use?
So what's really cool
about this is earlier
you heard Engine talking
about having worked
with chatbots before
and agents being
fundamentally different.
What you're seeing here
is Eva not follow a
static script but actually
reason through a
sales cycle. So if you
had a human SDR that
was working with the
lead and somebody hopped
to pricing, you'd be
like, whoa, this
person's actually really
interested. I should
skip past some of the
standardized stuff
that we do and actually
they're highly qualified.
Let's get in and
actually have a meeting
with them. And that's
exactly what Eva's
doing right here. So I'm
going to go ahead and
share my email address.
Feel free to pick a
time that works best
for you and we'll connect
you with our team.
Cool. So what this
is actually doing,
you'll notice this
actually is reaching
into CRM in an entirely
headless fashion,
and it's figuring
out that I'm part of
the NovaGrid account.
It's finding me the
appropriate sales rep
to meet with. It's
looking at their
calendar and providing
me with their
availability. So I'm
going to pick a time
right now, let's say.
Confirm that and
have it booked.
Great, you're all
set. You've got
a meeting with
Sam Raskin on
April 29th, 2026
at 11.30 a.m. EDT.
we're good to
go. Thank you.
All right. So we have
actually booked a
meeting, again, entirely
headlessly. So we've
qualified a lead,
discovered who they are.
We've qualified the fact
that they're extremely
high intent because
they're interested in
pricing. We've reached
into our CRM, found
the appropriate account
team and rep availability
on their calendar
and booked it. So
now what I'm going to
pivot over and do is
actually show the
experience of the rep. And
that rep lives in Slack.
And this is the today
view in Slack. So
here you can see their
to-dos, what's coming
up from their Slack
messages. On the right
-hand side, you can
actually see their calendar
and their agenda for
the day. And importantly,
you can see that
discovery call that
was set up by Eva with
Novigrid. And so what
we want to do is, that's
actually coming up
quickly, we want to get
ready for that meeting.
And the first thing
that we're going to
do is we're actually
going to hop over to
the Novigrid account
channel because they're
an existing customer.
And what is in the
Novigrid account channel,
this is all the rich
context about the account
team and how we
support Novigrid as a
customer it's their goals
it's their priorities
it's the people that
matter it's the products
and services that
they've used from us in
the past and what they're
interested in this
particular moment but
what you're also going
to see here in slack
is you have a personal
agent that is at your
disposal at any given
point to help you and
right now I'm going
to ask it to help me
prep for that 1 p.m.
with Novigrid so what
slackbot is doing here
is that is actually
reading the unstructured
information that you
see in Slack, certainly
here in this account
channel. It's reading
the structured
information about Novigrid
that's stored in the
CRM system, Salesforce,
but it is also looking
at the exhaust of the
conversation that happened
with Eva. And it's
generating this canvas
that you see on the
left to get me ready
for the meeting. This
did not exist 30 seconds
ago. This is not human
created. This is
entirely agent created in
an entirely headless
fashion. You can see
it's got context from
our Slack conversations.
It's got structured
information from CRM.
It's also got
analytics and
So what I want to do
is this actually shows
me that Novigrid is
a past customer. So I
want to dive into
what are the primary
drivers of customer
satisfaction with them in
our past events that
we booked for them so
that I am prepared
for the next meeting
coming up. So I'm
actually going to drill
into that and say, hey,
what are the primary
drivers of our CSAT
scores with Novigrid?
What's really interesting
here is if you
watch these thinking
steps from Slackbot, this
is interrogating the
Salesforce MCP server
and the Tableau MCP
server. So what I want
you all to feel
confident in, think of
Slackbot as the first
best customer of the
Headless 360 within
the Salesforce product
portfolio. We are
absolutely pounding the
Salesforce and Tableau
MCP servers every single
day with 83,000 employees
at Salesforce. And
it is fundamentally
changing how we work.
And you can see here,
it's actually showing
us that transportation
is one of the
primary drivers for
negative CSAT scores
from Novigrid. And
that came back to
me directly from that
Tableau MCP server.
So now I know going
into the meeting, I
have all this rich
context. I know I need
to talk to them
about transportation.
and actually
do the meeting?
So what you're going
to see here is this
is not a Hangout.
It's not a Zoom. This
is actually a Microsoft
Teams meeting.
So you're also going
to see something
entirely new here.
So what we're
going to do is
we're going to
pop open SlackBot
outside of Slack.
So this little
window that you see
down here at the
bottom, this is SlackBot
outside of Slack
on your desktop.
And you can see
that we said
start taking
meeting notes.
Importantly, what this
is doing, so this is
not actually attending
the meeting, but this
is tapping into your
local device audio,
and it's listening to
the meeting, and it's
becoming a personal
note-taker for you.
This is all about driving
seller productivity.
So I can be present
with a customer.
I can listen to
what they're saying.
In this case,
you'll actually see
that they're
sharing a URL to a
Google document or
a OneDrive file.
I can't actually read
that. And they're going
to ask Slackbot to
read it for them. So
I don't want to step
away from the meeting
and actually open that
up and read it. I'm
just going to ask
Slackbot to do it. And so
Slackbot's using the
Enterprise Search
Connector. It's actually
going to go in and read
that file. And on
the fly, during the
meeting, it's going to
generate a summary of
the file that was shared
from the customer.
It's going to read
all the content in
it. And again, I can
stay in the meeting
and listen to the
customer. So here
you can see there's
all the details of
the sales event that
they're planning,
exactly what I
need to know.
Now, what we're going
to do is we're going
to fast forward happy
path to the end of the
meeting and say they're
super interested
and they want to move
forward. So we're going
to ask it to summarize
the meeting notes.
So this is going
to kick out the
meeting notes that
it's been listening
to, again, through
my local audio.
And what I'm
going to do is I'm
actually going to
ask Slackbot to
go in and update
my pipeline based
on what happened
in this meeting.
Now, again, you can
see this is a great
example of keeping a
seller massively productive
and in their flow
of work. So I just
gave it the meeting
notes. I didn't even give
it. It just knows it
has the meeting notes.
And I said, hey,
can you update our
pipeline? And it's
actually going to take this
Novigrid opportunity
for the event that we
were speaking to Eva
about, and it's going
to move it from the
discovery phase over
into the negotiation
phase. You can see
Slackbot asked me to opt
in and actually allow
rights to Salesforce
there in a headless
fashion. So this is going
in and it's actually
updating that opportunity
again from the
discovery phase to
the negotiation phase.
So if we hop back
over to Salesforce,
this is actually
a list of all the
opportunities from my
Salesforce instance
right here in Slack.
If I refresh, you
can actually see
that Novigrid
opportunity is going to
move from the discovery
phase into the
negotiation phase.
And that is the power
of the headless 360.
So what you've seen
is seller productivity
from qualifying
leads in an entirely
headless fashion with
Eva, an agent powered
by Piper. You've
seen Slackbot use the
Salesforce MCP server
and the Tableau
MCP server to get a
sales rep ready for a
meeting without leaving
their flow of work.
And you've seen
Slackbot actually
listening to a Teams
meeting and autonomously
updating CRM in an
entirely headless
fashion right from that
sales rep's desktop.