Agentforce
AI that doesn't just answer - it acts.
— Agents that finish the work.
AGENTFORCE IMPACT · OUR CLIENTS
— What Is Agentforce
AI has evolved. Most companies are still at stage one.
Three generations of AI in Salesforce. Only the third one finishes the job without you.
Predictive AI
AI that reads patterns and tells you what is likely to happen. You still decide and act.
- Lead scoring and opportunity likelihood
- Forecast confidence ratings
- Churn probability alerts
- Product recommendations
Copilots & Gen AI
AI that drafts, summarises, and suggests in a side panel. You review every output and click to commit.
- Email drafts from deal context
- Case summary generation
- Meeting prep briefings
- Knowledge article suggestions
Agentforce
AI agents that receive a goal, reason through how to achieve it, and take action across your systems, autonomously.
- Handles full customer interactions end to end
- Qualifies and books leads without a rep
- Creates cases, updates records, sends emails
- Escalates to humans only when it should
— Key Features
Everything an agent needs to do real work.
Six capabilities that make Agentforce different from every AI tool you have tried before.
Atlas Reasoning Engine
The brain behind every agent. It reads the situation, decides what to do, picks the right actions, and checks its own work before responding. Agents think, not just pattern-match.
Connected to your Salesforce data
Agents read and write to your actual CRM records. Orders, cases, contacts, accounts, custom objects, all live. No separate database to sync. No stale data agents guess from.
Actions, not just answers
Agents can create records, send emails, update fields, book calendar slots, trigger workflows, and call external APIs. They finish tasks. They do not just describe how to do them.
Einstein Trust Layer
Your data never leaves Salesforce to train external models. Every agent action is logged and auditable. Guardrails define what it can and cannot do. You stay in control.
Knows when to hand off
When a conversation needs a human, the agent escalates with full context already attached. The rep sees everything, what the customer asked, what the agent checked, what it found.
Built in Agent Builder
Configure agents with natural language instructions, no code required for standard use cases. Define the agent's job, what data it can access, and what it is allowed to do, inside Salesforce.
— Agent Types
Five agents. Real work, fully finished.
Click any agent type to see what it does and a real conversation it would handle.
CUSTOMER SERVICE
Handles support from start to finish.
The most common first agent. It answers customer questions, looks up order and account data, creates and updates cases, processes returns, and deflects 40 to 60 percent of tickets that would otherwise reach a human. Works via chat, email, or a portal.
Live Scenario
Hi, I ordered 3 weeks ago and still nothing. Order #8821.
Hi Sarah. I can see order #8821 is with the carrier, there was a regional delay. Your updated delivery window is Thursday to Friday. I have also applied a £10 credit to your account for the inconvenience. Want me to send you the tracking link?
— How It Works
Four steps. From request to done.
Every Agentforce agent follows the same loop, regardless of what it is working on.
Receives a request
A customer message, a form submission, a record change, a scheduled trigger, anything kicks the agent off. No human needs to start it.
Understands context
The Atlas Reasoning Engine reads the request, checks your Salesforce data, and figures out exactly what needs to happen. It thinks before it acts.
Takes action
Updates records. Sends emails. Books meetings. Creates cases. Looks up policies. Writes responses. All inside Salesforce. All in seconds.
Closes the loop
The task is done. The customer has an answer. The record is updated. If something needs a human, the agent escalates with full context already attached.
— What It Moves
The numbers clients see in the first quarter.
From builds we have shipped. Not vendor benchmarks. Not best-case scenarios.
Support volume deflected
Cases handled by the agent without ever reaching a human rep.
Average response time
From customer message to full resolution. Down from 6-hour ticket queues.
Lead qualification speed
SDR Agent qualifies and books faster than a human working a full queue.
From kickoff to live agent
Our fastest Agentforce build. Most clients are live in 4 to 8 weeks.
— Who It Fits
Any team with repetitive, high-volume work.
Agentforce earns its keep wherever the same type of task happens dozens of times a day. If your team answers the same questions and updates the same records on repeat — there is an agent for it.
Customer Support
Handle tier-1 enquiries, case updates, password resets, order tracking, and refund requests without a human touching the keyboard.
Sales Teams
Qualify inbound leads, book discovery calls, follow up on stalled deals, and coach reps with deal-specific guidance mid-cycle.
Healthcare
Appointment scheduling, prior auth drafting, patient FAQ, care gap outreach. Grounded in your Health Cloud data. HIPAA-covered.
Financial Services
Policy lookups, account enquiries, document requests, advisor meeting prep. Compliant, auditable, and fast.
Life Sciences
HCP intake, adverse event capture, patient support program enrolment, sample tracking, medical query triage.
Field & Operations
Work order creation, technician dispatch, inventory checks, SLA monitoring, escalation triggers. All automated.
— What We Offer
From POC to production. We cover the whole build.
Whether you are exploring what Agentforce can do or scaling an agent that is already working, we have a shaped engagement for it.