Agentforce
What is it? Agentforce is a proactive, autonomous AI application that provides specialized, “always-on” support to employees or customers. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role.
Use Cases
AI Assistant Video Demos
Service Agent Video Demos
Use Case 1: Summarizing Records
Use Case 2: Logging Activities
Use Case 3: Drafting Emails
Use Case 1: Summarizing Cases
Use Case 2: Case Comments
Use Case 3: Contact Details
Out-of-the-Box Actions
- Summarize Records
- Send Meeting Requests
- Draft Emails
- Get Activity Details
- Record Deals
- Log Calls
- Prioritize Opportunities
- Create To-Do Tasks
For every team and workflow
Teams can now create their own custom Agentforce fast for any department with a new library of pre-built skills. These skills span CRM, Slack, Tableau, and partner use cases, as well as your own custom skills.
Collaborate in Slack
All of your employees can now collaborate with Agentforce directly in Slack to handle busy work, answer questions, and deliver instant expertise, so your team can stay focused on high-impact work.
More trusted than ever
Agentforce is now smarter with enhanced reasoning and data retrieval techniques. This enables Agentforce to think deeply when presented with complex, multi-step questions - reasoning to take the best action and deliver well-researched responses.
Agent Types
Fully configured internal assistant agent to support your Salesforce team and help them streamline their day-to-day activities. Drive user adoption as you begin introducing AI within your salesforce organization! Log calls, draft emails, summarize record details, and more all within your Salesforce org or on the go with mobile voice-to-text!
Website chat agent capable of having real-time conversations with visitors to your website. The agent works autonomously to answer customer questions based on your knowledge base and can perform simple and complex platform actions! Have your agent answer frequently asked questions, book meetings, or run eligibility verification so you don’t have to!
SMS agents can do everything chat agents can but via SMS message conversations to a customer’s mobile device. Cover all of your communication channels by allowing customers to send text messages and get answers from your service agent when the time is right!
The SDR agent manages all of your initial lead engagement using an outreach cadence that you create. Route leads to your SDR agent and watch it engage with prospects via email, checking off all of your pre-qualification criteria before they reach your Salesforce team for final qualification or disqualification.