Using the RAIN Intelligence Workspace in 8020CRM
- Apr 27
- 8 min read
Updated: Apr 30
Jump to a section
Overview
What Is the RAIN Intelligence Workspace?
The RAIN Intelligence Workspace is the full standalone RAIN OS interface. It is a broader, more powerful surface than the Record Copilot on individual records.
Where the Record Copilot is focused on a single record you are working right now, the Workspace operates across your entire org. It can analyze your pipeline, evaluate campaign performance, design outreach sequences, audit your data quality, build automations, and manage your Salesforce configuration - all through plain-language conversation.
The Workspace has twelve prompts organized across functional areas. Not all prompts are relevant to every role. This article identifies which prompts belong to which audiences and how to use the ones relevant to your role.
Before You Begin
What You Need
RAIN Intelligence must be active in your org. Contact your System Admin if you cannot access the Workspace.
Your org must have platform-provided RAIN credits or a connected API key. As of March 2026, RAIN supports 14+ AI models across 6 providers - you can use org-provided credits or bring your own API keys for any supported provider (Claude, OpenAI, Gemini, and others). Configure this in the GetReal Account. The Workspace uses the same credit pool as the Record Copilot, so monitor usage there.
Some prompts - particularly those in the admin category - require elevated permissions. If a prompt returns an access error, the action it performs is outside your permission set. Contact your System Admin.
The model and mode shown in the top bar (Auto, Ask Before Changes, etc.) controls how the Workspace handles any actions it wants to take in your org. Admin users: confirm this setting before running prompts that build or deploy anything.
Why It Matters
Most teams use a fraction of what their CRM data can tell them - not because the data is not there, but because surfacing it requires reports, SOQL queries, or a data analyst. The RAIN Intelligence Workspace removes that barrier. You ask in plain English; RAIN queries your live data and returns an answer.
For leadership, this means pipeline health, conversion data, and team performance are a question away instead of a report request away. For admins, automation building and org cleanup that used to require developer time can now be initiated conversationally, reviewed before deployment, and rolled back if needed. For marketing teams, campaign sequence design happens in a guided interface instead of a template editor.
Accessing the Workspace
The RAIN Intelligence Workspace is accessible in three ways:
Utility Bar - the RAIN icon at the bottom of every page in 8020CRM. Click it to expand the RAIN Hub, then select the Intelligence tab.
App Launcher - search RAIN Intelligence from the Salesforce App Launcher for a full-screen experience inside your org.
Web Console - access the hosted RAIN Intelligence console directly in a browser at the RAIN Intelligence Web URL. This lets you use the Workspace without being in your Salesforce session - useful when you are working outside the CRM or want a dedicated browser tab for RAIN.
Whichever access point you use, your active org is shown in the top bar. If you manage multiple orgs, verify the correct one is selected before running any prompts.
The Twelve Prompts by Role
The twelve prompts in the RAIN Intelligence Workspace are not all intended for every user. The table below maps each prompt to the roles and teams that will find it most relevant.
Prompt | Audience | What It Does |
All users | See stages, stalled opportunities, and close predictions across your pipeline. | |
All users | Auto-score leads based on your org's actual win patterns - not a generic model. | |
Managers, Leadership | Which channels and campaigns are converting to revenue? Used for performance reviews and budget decisions. | |
Managers, Leadership | Rep scorecards, quota tracking, coaching insights. Used by team leads and directors. | |
Marketing teams | Create targeted outreach sequences for specific segments. Guides you through list selection, message design, and cadence. | |
Managers, Admins, QA | Clean duplicates, fill field gaps, improve data quality across records. | |
Admins | Automate lead routing, follow-ups, and notifications. Builds Salesforce Flows through conversation - review before deploy. | |
Admins | Build custom Lightning Web Components for record pages and dashboards. | |
Admins | Screenshot your current page layouts and get layout recommendations. | |
Admins | Execute Apex tests, find failures, and get fix suggestions. | |
Admins | Create and deploy fields, objects, rules, and metadata. Confirm settings carefully - changes apply to your live org. | |
Admins | Find unused fields, stale automations, and org bloat. |
All Users: Pipeline and Lead Scoring
My Pipeline Overview
Ask RAIN to give you a snapshot of your pipeline - where deals are staged, which opportunities have stalled, and what your close predictions look like based on historical patterns. Use this before you open your list views, or before a pipeline review call.
Follow up with specifics: 'Show me only the deals that have been in the Offer stage for more than two weeks', 'What is my average time from Lead to Contract this quarter?', 'Which leads have had no activity in seven days?'
AI Lead Scoring
RAIN builds a scoring model based on your org's actual win and loss patterns. It evaluates all your leads against this model and returns scores with explanations. Use this to reprioritize your call list, identify overlooked leads with strong signals, and remove low-probability records from active follow-up.
Ask: 'Which of my new leads this week score highest?', 'What signals are most predictive of a closed deal in my org?', 'Show me all leads scoring above 80.'
Managers and Leadership: Analytics and Team Performance
Conversion Analytics
Ask RAIN which lead sources, campaigns, and channels are converting to revenue. RAIN connects your lead intake data, campaign history, and deal outcomes to give you conversion rates and trend lines across time periods.
Useful questions: 'Which lead source had the highest conversion rate last quarter?', 'How is our direct mail performance trending month over month?', 'What percentage of leads from paid campaigns made it to contract?'
Team Performance
Pull rep-level scorecards, track quota attainment, and surface coaching insights. RAIN aggregates activity data, conversion rates, and outcome data by team member and presents it in a format useful for 1:1s, performance reviews, and team meetings.
Useful questions: 'Show me each rep's lead-to-appointment conversion rate this month', 'Which team members have the highest and lowest activity counts this week?', 'Who is behind on quota and by how much?'
Marketing Teams: Designing Email Campaigns
Design Email Campaign
The Design Email Campaign prompt walks you through building a targeted outreach sequence for a specific segment. You define the audience, the goal, the message cadence, and the channel mix - RAIN generates the sequence and drafts the individual messages.
Work through it conversationally: start with your audience, then your goal, then your cadence, and RAIN builds the sequence and drafts the messages. You review and approve before anything sends.
Managers, Admins and Quality Assurance: Data Health
Data Health Audit
Run a Data Health Audit to surface duplicates, identify records with critical fields missing, and get a quality score for your data set. Useful before a campaign launch, after a bulk import, or on a regular QA cadence.
RAIN identifies issues and recommends fixes. For duplicates, it will suggest which records to merge and which to keep as primary. For missing fields, it identifies the records and the fields - you decide whether to fill them manually or via automation.
Admins: Automation, Components, and Org Management
Build a Flow
Describe the automation you want in plain language and RAIN builds a Salesforce Flow. Example: 'When a lead status changes to Hot, assign it to the next available acquisition manager and send them a Slack notification.'
RAIN drafts the Flow, shows you what it will do, and asks for confirmation before deploying. The model and mode setting controls this behavior - Auto mode deploys after confirmation, Ask Before Changes mode holds for your review at every step.
IMPORTANT: Always review what RAIN is about to deploy before confirming. Flows affect your live org. RAIN supports rollback for Flows deployed in the current session.
Create a Component
Describe the Lightning Web Component you need and RAIN writes the code and deploys it to the specified record page or dashboard. Use this when you need a custom UI element that does not exist in the standard layout.
Preview & Optimize UI
RAIN screenshots your current record page layouts and returns layout recommendations based on what your team uses most. Useful when deploying a new record page configuration or after a major release that adds new components.
Run Tests & Debug
Run your Apex test classes, see which tests are failing, and get fix suggestions. RAIN identifies failing tests, explains why they are failing, and proposes code fixes - which you review before applying.
Deploy to My Org
Create and deploy fields, objects, validation rules, and other metadata through conversation. RAIN confirms every change before applying it.
CRITICAL: Deploy to My Org makes changes directly to your live Salesforce org. Always run this in a sandbox first if your org has one configured. Confirm every step carefully. Some changes are reversible, some are not.
Org Cleanup Audit
Identify unused custom fields, stale automations, duplicate page layouts, and other org bloat. Run this periodically - quarterly is a reasonable cadence for active orgs - to keep the org clean, fast, and easier to navigate.
Using the Outreach Campaign Builder
The outreach campaign builder is available via the Campaign AI Outreach Dialer (launched April 2026) and accessible from Outreach Lists. It lets you configure AI-driven outreach campaigns with a level of control that goes beyond standard drip sequences.
A campaign configuration has four parts:
Outreach Goal - tell RAIN what you want the campaign to accomplish in plain language. Example: 'I want to touch each lead at least six times over the next two weeks. The goal is to get them to respond, call us, or set an appointment.'
Additional Instructions - specify cadence rules, frequency limits, and channel mix. Example: 'Do not send more than one email per day. Send a mix of SMS and email. Gradually extend the time between touch-points over the campaign duration.'
Available Actions - select which outreach types the agent can use: voice call, SMS, email, or any combination. Set the phone number the agent will call from if voice is included.
Audience - choose either a List View or a Salesforce Campaign as your audience. If you use a Campaign, the outreach list stays in sync automatically as members are added or removed.
Once configured, use the Preview function to test the logic against a specific record before launching. RAIN shows you exactly what it would recommend for that record given the goal, instructions, and available actions you defined. If it looks right, launch. If not, adjust your instructions and preview again.
Outreach content can be drafted with RAIN directly from the campaign builder. If you have an agent already selected, RAIN uses that agent's configured prompt as the basis for drafting messages - keeping tone and positioning consistent across the campaign.
Best Practices
Use My Pipeline Overview and AI Lead Scoring before opening list views each morning. They show you what is most urgent and highest-priority across your pipeline.
Managers: run Team Performance weekly before your team meeting. Have the data before the conversation, not after.
For any admin prompt that deploys changes - Build a Flow, Create a Component, Deploy to My Org - use Ask Before Changes mode. Never run admin prompts in fully automated mode in a production org without reviewing every step.
Run Org Cleanup Audit quarterly. Unused fields and stale automations accumulate faster than most teams realize.
When using the outreach campaign builder, always preview against two or three representative records before launching. A configuration that works well for one record type may not translate perfectly to another.
Track credit usage. Every RAIN Intelligence session consumes credits. Monitor usage in the GetReal Account.
Comments