RAGSI.AI · AI Metadata Intelligence for Salesforce Teams

AppExchange
Product Guide

AI That Understands Your Org. Fixes Issues Faster.

Salesforce Native SOC 2 Compliant Unlimited API Calls Free Tier Available

Table of Contents

  1. 1. Executive Overview
  2. 2. Complete Feature Set
  3. 3. Competitive Comparison
  4. 4. Pricing Plans
  5. 5. Customer Data Protection
  6. 6. Knowledge Sync & Force Delete
  7. 7. BYOAI & BYOK for Enterprise
  8. 8. Architecture Overview

1. Executive Overview

RAGSI.AI is a Salesforce-native AI engine that deeply understands your org's metadata, configurations, and dependencies — enabling teams to identify, diagnose, and resolve high-priority bugs and production issues faster than ever before. By learning the unique structure of your Salesforce environment, RAGSI.AI pinpoints the root cause of issues across 1,470+ metadata types, traces cascading dependencies, and recommends precise fixes before problems reach production.

The Problem: Salesforce orgs grow complex fast. A single field change can break flows, validation rules, reports, and Apex triggers across the entire org. Traditional debugging is manual, slow, and error-prone. Teams waste hours tracing dependencies and still miss critical impacts.

The RAGSI.AI Solution: AI that truly understands YOUR org. RAGSI.AI continuously learns your org's metadata structure, change history, and configuration relationships. When issues arise, it instantly identifies the root cause, maps all affected components, and suggests targeted fixes — reducing bug resolution time by up to 10x.

How AI Efficiency Transforms Bug Resolution

Who Benefits from RAGSI.AI?

Salesforce Admins

Resolve production bugs in minutes, not hours. Understand the full impact before making any change.

Developers

Trace Apex dependencies instantly, identify breaking changes, and deploy fixes with confidence.

Architects

Maintain org health, eliminate technical debt, and prevent recurring issues through AI-powered monitoring.

Support Teams

Diagnose customer-reported issues faster with AI that already understands the org's configuration.

2. Complete Feature Set

Metadata Intelligence

  • Deep analysis of 1,470+ Salesforce metadata object types
  • Custom objects, fields, validation rules, and formula analysis
  • Flow and Process Builder dependency mapping
  • Apex code analysis and cross-reference tracking
  • Dashboard and report field dependency resolution
  • Permission set and profile configuration analysis
  • Page layout and Lightning page component mapping

Knowledge Sync

  • Continuous metadata synchronization across sandboxes and production
  • Real-time knowledge base updates as org changes occur
  • Intelligent delta sync — only processes changed components
  • Cross-org metadata comparison and drift detection
  • Automated metadata snapshots with versioned history
  • Scheduled sync intervals configurable by admin

Impact Analysis & Change Management

  • Pre-deployment impact assessment across all dependencies
  • Cross-automation dependency tracing (Flows, Apex Triggers)
  • Field-level impact on reports, dashboards, and list views
  • Validation rule conflict detection before deployment
  • Breaking change identification with risk scoring
  • Change history tracking with complete audit trails
  • AI-powered change summaries and contextual analysis

AI-Powered Assistance

  • Natural language queries about your org configuration
  • Contextual answers based on YOUR specific org metadata
  • Proactive alerting on potential issues and conflicts
  • Intelligent recommendations for org optimization
  • Conversational interface embedded natively in Salesforce
  • Multi-turn conversation support with session memory

Documentation & Reporting

  • Auto-generated org documentation from live metadata
  • Component-level docs with relationship diagrams
  • Change document generation with before/after comparisons
  • Exportable reports in multiple formats
  • Org health score dashboards and trend analysis
  • Technical debt identification and cleanup recommendations

Enterprise & Security

  • BYOAI — Bring Your Own AI (multi-provider support)
  • BYOK — Bring Your Own Key (customer-managed encryption)
  • Force Delete Consent with verifiable data purge
  • TLS 1.2+ encryption for all data in transit
  • AES-256 encryption for data at rest
  • SOC 2 Type II compliance
  • Role-based access control respecting SF permissions

3. Competitive Comparison

While other tools provide metadata visibility, only RAGSI.AI uses AI to deeply understand your specific org — enabling faster bug resolution, smarter impact analysis, and proactive issue prevention.

Feature RAGSI.AI Elements.cloud Salto Panaya ForeSight SF Einstein
AI Org Understanding Deep Context Metadata Only Config Only Limited Generic
AI Bug Root Cause Analysis Native Basic
AI-Powered Chat Native Limited Seemore Copilot
Metadata Types Analyzed 1,470+ 1,200+ All Limited Limited
Impact Analysis AI-Powered Rule-Based Built-in AI-Assist
Change Tracking Full Audit Nightly Sync Git-Based Limited
Auto Documentation AI-Generated Template ExplAIn
Knowledge Sync Real-time Nightly Manual
Force Delete / Data Consent Full
BYOK (Bring Your Own Key) Full
BYOAI (Bring Your Own AI) Multi-Provider
Free Tier Available Yes Trial Only Yes Limited
Unlimited API Calls All Tiers
100% Salesforce Native Hybrid External Chrome Ext
Starting PriceFREE$495/moContact Sales$49+/mo$50/user/mo

RAGSI.AI is the only AppExchange product that deeply understands your org's unique configuration to resolve bugs faster — with unlimited API calls, BYOK/BYOAI support, and Force Delete consent across all tiers.

4. Pricing Plans

Simple, transparent pricing with unlimited API calls across every tier. No hidden fees. No per-user surcharges on API usage. No per-query charges.

Free Tier
FREE
Forever Free — No Credit Card
  • Unlimited API Calls
  • Up to 500 metadata types
  • Basic impact analysis
  • Change history (30 days)
  • AI chat assistance
  • Knowledge Sync (daily)
  • 1 sandbox supported
  • Community support
  • TLS 1.2+ encryption
  • SOC 2 compliant
Enterprise
Custom
BYOK — Contact Sales
  • Unlimited API Calls
  • Everything in Pro, plus:
  • BYOK (Bring Your Own Key)
  • BYOAI (multi-provider)
  • Dedicated AI instance
  • Custom model configuration
  • SSO / SAML integration
  • Unlimited sandboxes
  • Audit log exports
  • Force Delete + full purge
  • SLA guarantee (99.9%)
  • Dedicated support team
  • On-boarding assistance
  • Private endpoint routing

All tiers include unlimited API calls. No rate limits, no per-query charges, no surprises. Start free and scale as you grow.

Why Our Pricing is Different

5. Customer Data Protection

RAGSI.AI is built with a security-first architecture that ensures your Salesforce data remains protected at every layer. We adhere to the highest standards of data protection and compliance.

Encryption & Transport Security (TLS 1.2+)

All data transmitted between your Salesforce org and RAGSI.AI services is encrypted using TLS 1.2 or higher. This ensures end-to-end encryption for every API call, metadata sync, and AI query.

TLS 1.2+

All communications encrypted with modern TLS protocols. Older protocols (TLS 1.0, 1.1, SSL) are explicitly disabled and rejected.

AES-256 Encryption at Rest

Any cached metadata is encrypted with AES-256 before storage. Enterprise clients can use their own keys (BYOK).

Certificate Pinning

Prevents man-in-the-middle attacks on API communications between Salesforce and the AI gateway.

Salesforce OAuth 2.0

Secure authentication without ever storing user credentials. Zero-config connected app setup.

Heroku Private Spaces

AI gateway runs in isolated, SOC 2 compliant Heroku infrastructure with dedicated compute resources.

Data Residency & Zero Data Retention

RAGSI.AI operates on a zero data retention principle. Your business data never leaves your Salesforce org boundaries:

No Customer Data Storage

RAGSI.AI does not store, copy, or persist any of your Salesforce business data outside your org.

Metadata-Only Processing

We analyze metadata structure and configuration, NOT your actual business records, contacts, or opportunities.

No LLM Training

Your data is NEVER used to train AI models. Period. This is contractually guaranteed.

Session-Based Processing

AI queries are processed in real-time and discarded. No conversation data is retained after the session ends.

Salesforce-Native Storage

All RAGSI.AI configuration and snapshot data resides within your Salesforce org, under YOUR control.

Compliance & Certifications

SOC 2 Type II

Independently audited security controls and data protection practices.

GDPR Compliant

Full compliance with European data protection regulations.

Salesforce Security Review

Passed rigorous AppExchange security review process.

Role-Based Access Control

Respects your existing Salesforce permission model. Users only see metadata they are authorized to access.

HIPAA Ready

Enterprise tier with BYOK supports HIPAA compliance requirements.

TLS 1.2+ in transit AES-256 at rest SOC 2 Type II Zero data retention No LLM training BYOK available

6. Knowledge Sync & Force Delete

Knowledge Sync

Knowledge Sync is RAGSI.AI's intelligent metadata synchronization engine that keeps your AI agent continuously up-to-date with the latest state of your Salesforce org.

CapabilityFree TierPro Tier ($299/mo)Enterprise (BYOK)
Sync FrequencyDailyReal-timeReal-time
Delta Sync (changes only)
Cross-Org Comparison
Metadata Versioning30 daysUnlimitedUnlimited
Sandbox Sync1 sandboxUp to 5Unlimited
Drift Detection Automated Automated + Alerts
Scheduled Snapshots Configurable Configurable
API CallsUnlimitedUnlimitedUnlimited

Force Delete Consent

RAGSI.AI provides full transparency and control over your data through our Force Delete Consent feature. This is our commitment that we are not holding any of your data.

Our Promise

RAGSI.AI does not hold any of your data. You have full control to force delete all data at any time, with verifiable confirmation.

Your data. Your rules. Always.

7. BYOAI & BYOK for Enterprise

Enterprise customers can bring their own AI providers and encryption keys for maximum control, security, and compliance.

BYOAI — Bring Your Own AI

RAGSI.AI's BYOAI architecture allows enterprise clients to connect their own AI provider accounts, giving complete control over model selection, cost management, and data routing.

How BYOAI Configuration Works

Step 1

Configure Provider

Navigate to RAGSI.AI Admin Settings. Select your preferred AI provider from the dropdown (Anthropic, OpenAI, Google, Azure, Custom).

Step 2

Set API Key

Enter your organization's API key in secure settings. Key is encrypted with AES-256 and stored in Salesforce Custom Settings.

Step 3

Select Model

Choose the specific model version. Configure max tokens, temperature, and system prompt via Custom Metadata Types.

Step 4

Route & Query

All AI queries are routed through RAGSI Gateway to your provider over TLS 1.2+. Responses delivered back to Salesforce.

BYOK — Bring Your Own Key

BYOK allows enterprise clients to use their own encryption keys for an additional layer of security and compliance. With BYOK, you maintain complete cryptographic control.

Enterprise Configuration Reference

ConfigurationOptionsSetup Method
AI ProviderAnthropic, OpenAI, Google, Azure OpenAI, CustomAdmin Settings UI
AI ModelAny model from selected providerCustom Metadata Type
API Key StorageAES-256 encrypted in SF Custom SettingsSecure Settings Page
Encryption Key (BYOK)AWS KMS, Azure Key Vault, Custom HSMAdmin Configuration
Private EndpointVPN, AWS PrivateLink, Azure Private LinkNetwork Configuration
Model ParametersMax tokens, temperature, system promptCustom Metadata Type

8. Architecture Overview

RAGSI.AI is built as a Salesforce-native managed package with a secure Heroku gateway for AI processing. This architecture ensures data protection while delivering powerful AI capabilities.

LayerComponentSecurity
Salesforce OrgManaged Package (LWC, Apex, Custom Objects)Org permissions, FLS, CRUD
Metadata EngineBatch Processor, Scheduler, Retrieval ServiceRuns within org boundary
AI GatewayHeroku Private Space (Node.js)TLS 1.2+, SOC 2, isolated
AI ProviderAnthropic Claude / BYOAI ProviderBYOK encryption, no training
Data StorageSalesforce Custom Objects onlyYour org, your control

Data Flow Guarantee

1

Your Salesforce org sends metadata structure (NOT business data) to the AI Gateway via TLS 1.2+.

2

AI Gateway forwards the query to your configured AI provider (default: Anthropic Claude, or your BYOAI provider).

3

AI provider processes the query and returns the response. No data is stored at the provider level.

4

Response is delivered back to the user in Salesforce. Session data is discarded immediately.

5

All metadata snapshots are stored ONLY within your Salesforce org's custom objects, under your full control.

Getting Started

1

Install from AppExchange

One-click installation. No external dependencies or infrastructure setup required.

2

Authorize Connection

Grant OAuth access for RAGSI.AI to read your metadata (zero-config connected app).

3

Initial Sync

Knowledge Sync performs an initial metadata scan of your org (typically completes in minutes).

4

Start Querying

Open the RAGSI.AI chat interface and start asking questions about your org.

Ragsi Inc

Stop Debugging Blind.
Start Fixing with AI.

Install RAGSI.AI from the Salesforce AppExchange today.

Let AI understand your org and resolve issues faster.

Start with our Free Tier — no credit card required.

www.ragsi.ai
AppExchange One-Click Install SOC 2 Compliant Unlimited API Calls