Overview
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Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers.
Key Features:
Use Cases
Benefits:
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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