1.0.0

1.0.0

Huddle

Huddle

Agents

Salesforce

Live

Agentforce Employee Agent

Huddle is an Agentforce employee agent for Salesforce that turns internal deal-strategy meeting notes into actual work: it logs the strategy and reasoning against the Opportunity, creates Tasks for confirmed action items with the right owners, and tracks open decisions that would otherwise get re-litigated in a follow-up meeting. Built for sales reps, account executives, sales engineers, and deal-team managers who run internal strategy reviews and don't have time to manually write up notes and assign follow-ups. It is the internal-facing counterpart to VurtuoLabs' Scribe, which handles customer-facing call notes.

Huddle is an Agentforce employee agent for Salesforce that turns internal deal-strategy meeting notes into actual work: it logs the strategy and reasoning against the Opportunity, creates Tasks for confirmed action items with the right owners, and tracks open decisions that would otherwise get re-litigated in a follow-up meeting. Built for sales reps, account executives, sales engineers, and deal-team managers who run internal strategy reviews and don't have time to manually write up notes and assign follow-ups. It is the internal-facing counterpart to VurtuoLabs' Scribe, which handles customer-facing call notes.

PRICING

Free

Industries

B2B Sales, SaaS Sales Teams, Enterprise Sales

Business Need

Lost institutional knowledge from internal sales strategy meetings: forgotten action items, undocumented reasoning, and decisions that get re-litigated

Requires

Agentforce-enabled org; Huddle_Agent_User and Huddle_Reviewer permission sets; active Salesforce users for owner resolution

Compatible With

Standard Salesforce Opportunity and Task/Activity objects. Designed as a companion to VurtuoLabs' Scribe.

Support Level

Standard

Reviews Rating

0

1.0.0

Huddle

Agents

Salesforce

Live

Agentforce Employee Agent

Huddle is an Agentforce employee agent for Salesforce that turns internal deal-strategy meeting notes into actual work: it logs the strategy and reasoning against the Opportunity, creates Tasks for confirmed action items with the right owners, and tracks open decisions that would otherwise get re-litigated in a follow-up meeting. Built for sales reps, account executives, sales engineers, and deal-team managers who run internal strategy reviews and don't have time to manually write up notes and assign follow-ups. It is the internal-facing counterpart to VurtuoLabs' Scribe, which handles customer-facing call notes.

PRODUCT DETAILS

PRODUCT DETAILS

Everything you need to evaluate and deploy

Everything you need to evaluate and deploy

Everything you need to evaluate and deploy

From compatibility to security, here is what your team needs to greenlight this product and get it running.

From compatibility to security, here is what your team needs to greenlight this product and get it running.

Start a conversation with our engineering team. We’ll help you evaluate, architect, and deliver the right solution.

KEY FEATURES

Single-parse extraction engine that classifies recap sentences into open questions, action items, and decisions in one pass, cached and reused across topics Two-phase preview and confirm flow for cross-person Task assignment Owner resolution that fails honestly rather than guessing, ambiguous or no-match hints get flagged, not assigned Dedicated audit trail: every write produces a change-log row Home dashboard, change-log console, and an Opportunity-page badge component

USE CASES

Logging a post-meeting deal-strategy recap so reasoning survives handoffs to new account executives Auto-creating and assigning follow-up Tasks from a strategy meeting with owner confirmation Surfacing unresolved open questions as trackable records with aging Generating a read-only deal-team digest for someone joining a deal late

Compatibility

Requires

Agentforce-enabled org; Huddle_Agent_User and Huddle_Reviewer permission sets; active Salesforce users for owner resolution

Compatible With

Standard Salesforce Opportunity and Task/Activity objects. Designed as a companion to VurtuoLabs' Scribe.

API Version

Salesforce API v65.0. Lightning only, desktop form factor. No Experience Cloud or Messaging surface, internal-only by design.

Integrations Required

Salesforce CLI; an org with Agentforce enabled; standard permission set assignment. No external services or Data Cloud required.

Setup Time

Roughly 30 to 60 minutes. A standard CLI deploy plus two permission set assignments, then manual post-deploy steps: activating the Agentforce agent in Setup and adding the badge component to the Opportunity page layout via App Builder.

App Details

Version

1.0.0

Listed On

Latest Release

Supported Features

4 Agentforce agent topics (Log Strategy, Create Action Items, Identify Open Decisions, Deal Team Digest) plus an off-topic router, autolaunched Flows wrapping invocable Apex, Opportunity-page badge component, mandatory change-log audit trail

Languages

Package Type

Metadata (Unmanaged)

Edition Support

Not explicitly stated in the repo. Agentforce is required, which typically implies Enterprise or Unlimited Edition licensing, though this is inferred, not confirmed.

Mobile Compatible

No, desktop-only. The app declares Large form factor only.

Security

Strategy logs are stored on a dedicated internal-only object, not shared Note/Activity, so customer-facing agents or tools cannot read them. Opportunity access is deliberately read-only for the agent permission set. Every write funnels through a mandatory audit log with no exceptions. Cross-person Task assignment requires explicit user confirmation. No data leaves the org.

Data Cloud Required

No