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A classification is a standing set of AI labels over your Salesforce records. For example, Parker can sort cases into categories you define, such as “billing”, “delivery delay”, or “product fault”.

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How do I create a classification?

Classifications start in chat. Describe the records and the categories in plain language, then confirm the proposal card Parker shows.

Label cases by type

Parker can only classify from text that’s filled in. If the field you name is empty on your records, Parker says so instead of guessing.

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Where do I manage classifications?

Classifications appear in Settings > Classifications once they exist. The page manages their coverage, schedules, budget, and corrections. Until your workspace has a classification, Classifications isn’t in the Settings menu. If you open the page anyway, it says No classifications yet, with an Open chat button.
Classifications page showing No classifications yet, an explanation that classifications start in chat, and an Open chat button.

Classifications before any exist

Connect Salesforce

Classifications read your Salesforce records.

Ask about Salesforce data

What you can ask in chat.
Last modified on October 12, 2026