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Agentforce

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Automates customer service and boosts productivity 24/7.

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Overview

Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers.

Key Features:

  • Customizable digital labor platform
  • Enhanced reasoning and data retrieval techniques
  • Connects to existing API's or MuleSoft's pre-built connectors

Use Cases:

  • Customer Service
  • Sales Development Representative
  • Personal Shopper

Benefits:

  • Boosts productivity and cuts costs
  • Delivers luxury shopping experiences
  • Automates customer service and simplifies processes

Capabilities

  • Provides 24/7 customer support across various channels
  • Resolves customer inquiries using trusted data
  • Escalates complex issues to human agents
  • Engages with prospects 24/7, answering questions and handling objections
  • Schedules meetings for sales representatives
  • Provides personalized sales role-plays and coaching
  • Offers feedback on seller performance and actionable steps for improvement
  • Analyzes win/loss rates of deals
  • Assists e-commerce merchandisers with site setup and personalized promotions
  • Offers personalized product recommendations
  • Automates marketing campaign lifecycles
  • Analyzes campaign performance and recommends improvements
  • Connects to existing APIs and MuleSoft connectors
  • Integrates with CRM, Slack, and Tableau
  • Automates tasks within Slack using pre-built Slack Actions
  • Nurtures leads based on predefined rules
  • Participates in sales calls, providing real-time feedback
  • Connects to ERP systems to automate order fulfillment processes
  • Integrates with marketing automation platforms to trigger personalized email campaigns
  • Uses Slack Enterprise Search to provide relevant responses
  • Understands and interprets customer questions using natural language
  • Summarizes open cases, orders, invoices, and recent activity
  • Improves service through reinforcement learning
  • Generates campaign briefs and target audience segments
  • Builds customer journeys in Flow
  • Connects data to action by exposing metadata about defined workflows and AI automations
  • Drafts emails to customers
  • Creates close plans
  • Kicks off 1:1 nurture cadences for customers
  • Uses prompts grounded in trusted enterprise data
  • Creates automations across any system
  • Connects to any system using MuleSoft API connectors
  • Uses Apex and JavaScript to create custom code and business logic
  • Provides insights, predictions, and generated content directly in the flow of work
  • Breaks down industry-leading applications into granular actions
  • Enables users to customize and extend agents
  • Protects data using the Einstein Trust Layer
  • Delivers transformative experiences across sales, service, commerce, marketing, and industries
  • Delivers accurate and relevant outcomes by grounding AI in all the relevant data made available and unified by Data Cloud
  • Identifies areas for improvement using Agent Analytics
  • Supports batch testing for agents, prompt templates, and retrieval-augmented generation using AI Test Center

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