Agentforce by Salesforce

Scalable customer engagement through smart sales support.

• Lead Agent: Automatically qualifies leads and passes only ‘sales-ready’ leads to the sales team.
• Sales Coach Agent: Provides context-based recommendations on arguments, discounts, and product suggestions.
• Campaign Agent: Delivers personalized content and analyzes audience behavior in real time.

Faster responses, lower costs, higher customer satisfaction.

• First-Level Agent: Answers standard inquiries around the clock across all channels.
• Phone Pre-Qualifier: Captures concerns before the call and prepares optimal handoff to human agents.
• SLA Monitor: Tracks service level deadlines and escalates critical cases automatically.

Relevant recommendations, personalized advice, seamless journeys.

• Personal Shopping Agent: Suggests products based on behavior, interests, and shopping carts.
• Buyer Agent (B2B): Identifies replenishment needs, analyzes stock levels, and generates order proposals.
• Omnichannel Agent: Connects shop, app, and POS systems for a consistent customer experience.

Automated loyalty management and effective program control.

• Points Agent (‘Earn & Burn’): Informs about current point balances and relevant reward options.
• Loyalty Coach Agent: Provides tips for making better use of loyalty programs.
• Reactivation Agent: Detects inactive customers and automatically triggers win-back campaigns.

Automating procurement and supporting sales operations.

• Buyer Agent: Detects regularly required products, checks inventory, and initiates reorders automatically.
• Lead Scoring Agent: Analyzes CRM data, website interactions, and past purchases to deliver qualified leads to sales teams.
• Product Information Agent: Answers technical questions about product range, variants, delivery times, and availability – 24/7.
• Added value: Faster response to customer needs, less manual effort, more reliable order cycles.

Personalized experiences along the entire customer journey.

• Personal Shopping Agent: Recommends products based on browsing behavior, purchase history, and context data (e.g., stock availability).
• Cart Abandonment Agent: Detects abandoned shopping processes and sends reminders or conversion incentives.
• Customer Service Agent: Handles inquiries about delivery status, returns, or payments via chat or email – fully CRM-integrated.
• Added value: Higher conversion rates, fewer drop-offs, lower service costs.

Smart reservation, information, and upselling processes.

• Reservation Agent: Books available tables or appointments, suggests alternatives, and sends confirmations.
• Event Agent: Automatically informs guests about promotions, new menus, or events.
• Cross-Selling Agent: Offers add-ons like aperitifs, menu upgrades, or gift vouchers during the booking process.
• Added value: Better utilization, higher average revenue, seamless guest experience.

Automated support along regulatory workflows.

• Compliance Agent: Automatically answers frequent expert queries about regulations, side effects, or documentation duties – based on verified content.
• Study Communication Agent: Proactively informs participating doctors or centers about study steps, timelines, and missing documents.
• Service Agent: Manages product inquiries, delivers safety data sheets, and connects with medical field staff.
• Added value: More efficient communication, reduced compliance risks, improved study and service coordination.

Smart processes in technical sales and service.

• Product Configuration Agent: Guides users through complex product variants, clarifies requirements, and generates configuration proposals.
• Service Desk Agent: Logs technical issues, checks warranty data, and prioritizes based on urgency.
• Upselling Agent: Identifies relevant add-ons, service contracts, or trainings during customer interactions and proposes fitting offers.
• Added value: Faster quoting, optimized service operations, higher post-sales satisfaction.