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.
Intelligent document services
Intelligent Document Processing
Handle inbound Salesforce files with AI-assisted classification, extraction, validation, and Salesforce record updates.
Generative Content
Generate dynamic documents, customer-facing content, and follow-up materials from Salesforce context and approved business rules.
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.
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.