- Home
- Experience
Experience
AgentForce
AI-Powered Customer Engagement and Sales
AgentForce brings the power of AI and Salesforce together, centralizing all your client data to provide a complete view of customer preferences and history. This enables personalized service at every touchpoint. Whether it’s managing policies, tracking claims, or automating workflows, AgentForce streamlines the entire process, allowing agents to focus on building relationships and driving sales. With advanced analytics, AI-powered conversations, and data-driven decisions, AgentForce transforms customer service and sales operations.
AgentForce Features
AI-Powered Efficiency for Every Agent
Centralized Client Data
Gain a full view of customer preferences and history, enabling tailored service.
Policy and Claims Management
Track and manage the entire lifecycle of policies and claims with ease.
Automated Workflows
Reduce administrative tasks, allowing agents to spend more time on customer interactions and sales.
Advanced Analytics
Get insights into customer behavior and agent performance to support data-driven decision-making.
AI-Driven Conversations
Empower AI agents with unified knowledge for meaningful, personalized conversations, enhancing both service and sales efficiency.
AgentForce in Service (Einstein Service Agent)
AgentForce transforms customer support by combining the power of AI-driven agents with the flexibility of human intervention. Its hybrid model ensures seamless transitions between AI and live agents, guaranteeing that routine inquiries are handled efficiently while more complex issues receive the personalized attention they deserve. By resolving over 90% of customer inquiries autonomously, AgentForce dramatically improves response times and customer satisfaction.
AI-Driven Efficiency
Handles a wide range of customer inquiries, providing 24/7 support across channels like SMS, WhatsApp, and email.
Hybrid Support Model
Ensures smooth transitions between AI agents and human representatives for more complex queries.
Faster Resolutions
With integrated knowledge management, agents can access relevant information quickly, leading to faster and more accurate resolutions.
AgentForce in Sales (Einstein Sales Agent)
AgentForce, powered by Einstein Sales Agent, revolutionizes your sales process with advanced AI automation and intelligent insights. From engaging leads to closing deals, AgentForce transforms the way your sales team operates. The platform autonomously handles initial inquiries, qualifies leads, and schedules meetings, allowing your sales team to focus on high-value interactions and closing more deals.
AI-Powered Lead Engagement
Automatically engages and qualifies inbound leads, handling routine inquiries and delivering personalised responses based on customer data.
Automated Meeting Scheduling
Streamlines the scheduling process by coordinating meetings between leads and your sales team, reducing time spent on administrative tasks.
Intelligent Insights
Provides data-driven insights into lead behaviour, helping your team prioritise opportunities with the highest potential.
Analytics-Driven Insights with AgentForce
Make Smarter Decisions with Actionable Data
AgentForce doesn’t just collect data—it transforms it into actionable insights that drive business success. Using advanced AI-powered analytics and reporting tools, the platform enables you to monitor performance in real time, track emerging trends, and uncover opportunities for growth. With these insights, you can make informed, data-driven decisions that enhance customer engagement, optimize sales strategies, and improve agent performance.
- AI-Powered Analytics
- Performance Monitoring
- Trend Analysis
Use Cases for AgentForce
Customer Support Automation
AgentForce’s AI-driven agents handle over 90% of customer inquiries without human intervention, delivering 24/7 support across channels.
Performance Analytics
Use AgentForce’s powerful analytics tools to track performance metrics, identify trends, and make data-driven decisions that optimize operations.
Knowledge Management
Advanced knowledge management allows agents to retrieve relevant information quickly, speeding up resolutions and enhancing service efficiency.
Lead Engagement
The AI-powered SDR Agent autonomously engages with inbound leads, answering questions and scheduling meetings for sales reps—freeing up your team to focus on closing deals.