---
template: "page.peb"
title: "iDialogue RXP"
displayName: "iDialogue RXP"
description: "Revenue operations services using iDialogue RXP, the Relationship Experience Platform for Salesforce-connected documents, content, and customer experiences."
seoTitle: "iDialogue RXP Services"
seoDescription: "Cubic Compass uses iDialogue RXP for Revenue Operations and offers intelligent document processing and generative content services for Salesforce."
category: "services"
contentType: "service"
audience: "business"
tags: "idialogue,rxp,revenue operations,salesforce,document processing,generative content"
section: "services"
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---

## Relationship and Revenue Experience Platform

iDialogue RXP is the Relationship Experience Platform for Salesforce-connected customer journeys. In revenue operations contexts, it also functions as a Revenue Experience Platform: a secure way to create, invite, engage, act, and follow up around customer experiences.

Cubic Compass uses iDialogue RXP to implement Agentic revenue processes on Salesforce. The same operating model can support account-based sales, partner outreach, customer onboarding, renewal motions, and document-driven workflows.

![iDialogue RXP flywheel showing create, invite, engage, act, and follow up stages](/assets/img/idialogue_rxp_flywheel.png)

## Intelligent document services

<div class="service-grid">
  <section class="service-card">
    <h3>Intelligent Document Processing</h3>
    <p>Handle inbound Salesforce files with AI-assisted classification, extraction, validation, and Salesforce record updates.</p>
  </section>
  <section class="service-card">
    <h3>Generative Content</h3>
    <p>Generate dynamic documents, customer-facing content, and follow-up materials from Salesforce context and approved business rules.</p>
  </section>
</div>

Both services use the iDialogue Agent RXP framework. Agent configuration and training typically takes 1-2 days when the outcome, data sources, and approval path are clear.

## Revenue lifecycle context

RXP can be applied across the revenue lifecycle, from lead and account engagement through opportunity, order, renewal, and expansion workflows.

![iDialogue RXP lifecycle showing lead, account, opportunity, order, and renewal flywheels](/assets/img/idialogue_rxp_lifecycle.png)

## Where it fits

- Account-based sales and partner outreach.
- Proposal, quote, agreement, and onboarding content.
- Document intake, extraction, and record update workflows.
- Guided customer experiences with embedded support agents.
- Follow-up actions, task creation, routing, and approval steps in Salesforce.

<div class="cta-banner">
  <div>
    <strong>Need a defined document or content outcome?</strong>
    <span>Outcome-based pricing is available for selected RXP implementations.</span>
  </div>
  <a class="button-link button-link--solid" href="/services/outcome-based-pricing.html">View pricing model</a>
</div>