What can service organizations do with trusted AI and Data?

Increase customer satisfaction and boost service team productivity with AI-generated replies, summaries, answers, and knowledge articles powered by your trusted CRM data natively integrated within the Salesforce Platform.

Answer customers 24/7, on any channel, with autonomous AI.

Conversational Messaging

Resolve cases any time. Agentforce for Service chats with customers using natural language and sophisticated reasoning across self-service portals and messaging channels like WhatsApp, Apple Messages for Business, Facebook Messenger, and SMS. Customers can even send photos, videos, and audio if their issue is too hard to explain in text.

Trusted Responses

Deliver accurate answers to every customer. Agentforce for Service grounds its responses with your business data. Integrate data, including Knowledge, from third-party systems to help Agentforce for Service generate accurate responses personalized to your customers' specific needs and preferences.

Intuitive Setup

Get setup in minutes. Agentforce for Service doesn’t require thousands of lengthy structured dialogues. Simply use out-of-the-box templates, existing Salesforce components, and your LLM of choice to get started quickly. Need something more specific for your business? Create custom actions using the low-code builder.

Security and Guardrails

Protect the privacy and security of your data with the Einstein Trust Layer - built on the Salesforce Platform. Mask personally identifiable information and define clear parameters for Agentforce for Service to follow. If an inquiry is off-topic, Agentforce for Service will seamlessly transfer the conversation to a human agent.

Boost service team productivity.

Agentforce

Make work faster for service reps, supervisors and customers with Agentforce, your AI Agent for CRM. Ask questions and make requests to get trusted and useful answers. Agentforce can assist with tasks like answering questions using your knowledge base. You can also customize its actions, like routing cases for approval. Agentforce uses advanced language models and the Einstein Trust Layer to provide accurate and understandable responses based on your CRM and external data.

Conversation Summaries

Drive efficiency and boost service rep productivity with AI-generated summaries for any work, order, or interaction. Save time by using AI to predict or create a summary of any issue and resolution at the end of a conversation. Empower service reps to review, edit, and save these summaries to feed your knowledge base.

Knowledge Articles

Support customers and save agents time by making useful information easily accessible. Summarize support interactions and create helpful knowledge articles. Build a knowledge base with articles on topics ranging from product details to frequently asked customer questions.

Search Answers

Improve search efficiency for service reps and customers with AI-powered Search Answers. Quickly generate answers from your trusted knowledge base and display them directly in the search page or service console. Service reps can find results faster with better filtering and support for multiple languages. Customize Search Answers to match your specific knowledge parameters for optimal results.