Tech companies need to drive revenue faster, without increasing headcount. They need to retain customers and grow NRR. They need to innovate faster to stay ahead of the competition. This is where Agentforce helps tech companies drive more cost-efficient growth with digital labor.
Don't DIY your operational AI. Build and deploy agents quickly with Agentforce so you can focus on generating value and differentiation where it matters most: your products. Humans with agents scale technology operations and innovation together.
Reduce time to value with out-of-the-box templates, actions, flows and data integrations. Technology companies that use Agentforce see faster agentic delivery and more accurate results than DIY approaches.
With out-of-the-box skills for sales, service, marketing, and more, spin up and extend skills quickly that adhere to specific tasks, like product troubleshooting. Agentforce uses natural language so that anyone can configure completely custom skills, like a renewal skill, with low code.
Agents are grounded in your data like product usage, ERP, engagement, and more that is unified by 200+ connectors and our Zero Copy Network. They understand your brand and operations and learn how to best serve your needs over time without having to train and retain models.
The Atlas Reasoning Engine helps Agentforce deliver trusted and accurate actions by searching across structured and unstructured data to get the knowledge they need. With our semantic layer, Agentforce operates within your specific business context, understanding jargon like "Q1 pipe gen."
With guardrails and flows, ensure seamless handoffs between agents and teams across your organization. Through a deeply unified platform, all agent actions and data are visible to all, so humans and agents work together to grow revenue, and improve product adoption and NRR.
Whether you have high lead volumes, or leads that aren't ready to buy yet, nurturing every prospect is crucial, but is challenging with limited resources. With Sales Development Representative, Agentforce autonomously answers product questions, handles objections and books meetings for sales reps.
Grounded in your knowledge base, Agentforce answers product FAQs quickly and accurately, and even creates revenue-generating opportunities, like suggesting free trials. Agentforce troubleshoots product queries and hands off cases to human service reps as needed with our deeply unified platform.
Agentforce personalizes the customer journey from onboarding to renewal to drive product adoption, consumption and revenue. Trigger adoption journeys based on role and features adopted. Introduce learning and gamification, and generate success plans in partnership with customer success teams.
Agentforce proactively identifies accounts that are approaching renewal, creating success plans in partnership with human success teams. Agentforce engages customers to answer questions about products and pricing, identifies account white space, and opportunities for upsell based on product usage.
Provide autonomous employee support and services for onboarding, benefits, personalized career guidance and IT support in the flow of work. Pre-packaged onboarding skills make it easy for Slack admins to install with just a few clicks.
Tech's new reality includes smarter growth, cost efficiency and agent-powered innovation. But how we get to an agentic future relies on the following:
Unified data
Most teams aren't getting enough out of their data, and can't access it when they need to.
Integrated tech stack
Reducing complexity and eliminating redundancies is critical in bringing your data together.
Start faster
Hone in on a business use case that will have the biggest impact today.
We explore this and more in our Agent Guide for Technology.
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AI Agents are autonomous, proactive applications designed to execute specialized tasks to help employees and customers. Agents use large language models (LLMs) to analyze and understand the full context of customer interactions or an automated trigger, then reason through decisions on the next steps autonomously.
These agents generate responses that are consistent with a technology company’s brand voice and guidelines using trusted business data, including Salesforce CRM data, external data from Data Cloud, and more. These agents are capable of operating 24/7 across various platforms like self-service portals and messaging channels, handling tasks proactively within set guardrails. When faced with complex issues beyond their scope, they can escalate the matter to human agents, ensuring that queries are resolved efficiently and accurately.
Technology companies can build agents with Agent Builder using existing Salesforce Platform tools to create standard and custom topics and actions. You can use prompts grounded in trusted enterprise data. You can use Flows to create automations across any system. You can use MuleSoft API connectors to connect Agents to any system, like data warehouses that store your product usage data. And last, you can use your Apex & Javascript to create the custom code and business logic for your Agent.
Technology companies can create an agent for any role to solve any use case. With Agentforce, it's ready to spin up out-of-the-box agents across service, sales, marketing, commerce, and more.
- Service Agent replaces traditional chatbots with AI that can handle a wide range of service issues without preprogrammed scenarios, improving customer service efficiency.
- Sales Development Representative (SDR) engages with prospects 24/7, answering questions, managing objections, and scheduling meetings based on CRM and external data, allowing your sellers to focus on building deeper customer relationships.
- Sales Coach provides personalized role-play sessions for your sales team, using Salesforce data and generative AI to help sellers practice pitches and objections tailored to specific deals.
- Campaign Optimizer automates the full campaign lifecycle, using AI to analyze, generate, personalize, and optimize marketing campaigns based on business goals.
- Agentforce (formerly Agentforce Assistant) supports employees in the flow of their work with specific tasks by searching for data, creating action plans, and executing them to increase workplace efficiency.
An AI agent builder is a platform for building and customizing AI agents. With Agentforce, our low-code Agent Builder that makes it easy to customize out-of-the-box agents or build new agents for any role, or any use case using existing tools like Flows, Prompts, Apex, and MuleSoft APIs to configure their agents. Using Agent Builder, technology companies can create a job to be done for their agent by defining topics, like a renewal agent, writing natural language instructions within that topic, and creating a library of actions for it to choose from. Users can also easily observe an agent’s plan of action and test their responses in Agent Builder.
Agentforce is a proactive, autonomous AI application that answers questions, takes actions, and improves productivity. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role. With Agentforce, customers can unlock a limitless digital labor force by leveraging autonomous AI agents that support their employees and customers 24/7.
Agentforce can reason through complex requests, safely retrieve accurate knowledge about your business, take action on your behalf, and scale across teams and departments. It starts with the Atlas Reasoning Engine, which breaks down the initial prompt into smaller tasks, evaluating at each step and proposing a plan for how to proceed until the complete answer or action is achieved.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
