From customer service to sales enablement, these Salesforce-powered agents deliver real-time automation, personalization, and insights—helping you put AI solutions to work where they matter most.
Discover the AI Agents Powering Smarter Salesforce Experiences
Client Summary Agent for Financial Advisors
Stop jumping between tabs, and instead pull wellness info, accounts, cases, goals, and meeting notes into a single, easy-to-read client snapshot with this AI-powered agent. Built for Financial Advisors, it refreshes with one click, so you can walk into every meeting fully prepped—no report-hunting required.
Dynamic Email Assistant Agent
Ditch the static templates—this AI Email Assistant drafts smarter, more personalized messages right inside Salesforce. Using CRM data like contact status or service level, it adapts tone and content instantly. Less manual effort, more impact—see how it works.
Employee Assistant Agent
Empower employees to get instant answers to HR and policy questions—right inside Slack. The Employee Assistant Agent uses AI to pull accurate information from your company handbook, benefits guide, or onboarding docs, making internal support faster and easier. It’s your AI chatbot for smarter Slack automation.
Field Service Email & Knowledge Agent
Make field follow-up fast and effective. The Field Service Email & Knowledge Agent uses voice or text input to generate personalized emails, automatically pulling in the right CRM knowledge articles—like password resets or support instructions. Designed for reps on the go, it’s your AI sales assistant for smarter, faster customer communications.
Record Creation Agent
Cut manual data entry and speed up your Salesforce workflows. The Record Creation Agent captures inputs from web forms, emails, and chats, then intelligently maps and updates CRM fields—no more copy-paste errors. It’s smarter automation for cleaner data and faster processes.
Customer Facing Service Agent
Give customers faster, smarter support right from your website or app. The Customer Facing Service Agent taps into your Salesforce data and knowledge articles to deliver instant, AI-powered answers—no service rep needed. It’s on-demand support that boosts satisfaction and frees up your team.
Cross Case Insight Agent
Unlock faster resolutions with smarter insights. The Cross Case Insight Agent scans across related Salesforce cases to surface trends, patterns, and key context—so teams can spot issues, collaborate better, and close cases faster. Less searching, more solving—see how it transforms support.
