Hank By Visios

1 review

Hank is an AI assistant that works inside Salesforce. Your team asks questions in plain English, like "Who gave last year but not this year?" or "Which deals close this month?", and Hank answers in a few lines and shows what he checked. He turns answers into charts and live views that refresh each time you open them. He finds duplicates, missing details, and messy entries, and on Starter plans and up he suggests fixes and new records. Nothing changes until a person approves. Hank works from any page, on any record, and in the Salesforce mobile app. He only sees what each person already has access to, and Visios doesn't store your records, questions, or answers. One flat price covers your whole organization, with no per-person fees. Plans start at $99 a month, and setup takes about 15 minutes. Built by Visios, a veteran-owned Salesforce consultancy serving nonprofit, faith-based, and veteran support organizations since 2020.