AgentForce tutorial | Salesforce AI Agent review [2024]

Summary

Salesforce's Agent Force is a platform for creating AI chatbots that can classify, predict, and generate data based on your company's information. Unlike Einstein, which is a smart chatbot, Agent Force allows businesses to build customized bots with workflows and guardrails. These bots can handle tasks like managing orders, booking meetings, and even role-playing sales scenarios, all while adhering to set boundaries and providing personalized interactions across platforms and languages.

Takeaways

• 🤖 **Einstein vs. Agent Force**: Einstein is a smart chatbot, while Agent Force is a platform to build such agents.
• 📈 **Learning Capabilities**: Einstein can learn about your company, use data to classify, predict, and generate answers within set guidelines.
• 🛠️ **Building on Einstein**: Agents built with Agent Force are constructed on the same foundation as Einstein, with additional features.
• 🔧 **Custom Workflow Integration**: You can assign agents workflows from Salesforce to perform tasks like checking orders and booking meetings.
• 🚧 **Guard Rails**: Agents have boundaries set to prevent them from sharing private information or deviating from instructions.
• 🌐 **Multi-Platform and Language Support**: Agents can operate across any platform and in any language.
• 📊 **Lead Interaction**: Agents can interact with leads based on specific criteria, personalizing their approach using CRM data.
• 📝 **Information Handling**: Agents can answer FAQs and other questions based on the information provided to them.
• 🎭 **Sales Role Play**: Agents can simulate sales calls, providing role-play scenarios and feedback for sales training.
• ⏱️ **Quick Setup**: Agent Force allows for quick setup and deployment of agents, equipped with business and product knowledge.
• 🤝 **Contextual Reasoning**: Agents are capable of reasoning, taking context into account, and generating replies autonomously.

Q & A

What is Agent Force?

Agent Force is a platform designed to build AI agents, similar to Einstein, but with additional features and capabilities.

How is Agent Force different from Einstein?

While Einstein is a smart chatbot, Agent Force is a platform to create such bots. Agents built with Agent Force are based on the same structure as Einstein but with added functionalities.

What can Einstein do?

Einstein can learn about a company, use data to classify, predict, and generate answers based on context, all while adhering to guidelines set by the user.

What kind of agents can be built with Agent Force?

With Agent Force, you can build AI agents that can classify, predict, and generate data, all while integrating with workflows and guidelines.

What is a workflow in the context of Agent Force?

A workflow in Agent Force is a series of steps or processes that an agent can be assigned to perform, such as checking orders, retrieving information, or booking meetings.

What are guard rails in Agent Force?

Guard rails are rules set up to ensure the chatbot operates within certain boundaries, preventing it from sharing private information or straying off-topic.

Can you give an example of how Agent Force can be used?

An example is building a chatbot that answers questions about order status and books meetings by integrating with Salesforce workflows and adhering to guard rails.

How does Agent Force handle language and platform differences?

Agent Force can operate across any platform and in any language, personalizing interactions based on CRM data and answering questions based on the information provided.

What is the role of a sales coach using Agent Force?

A sales coach can provide product, company, and brand voice information to an Agent Force agent, which can then act like a customer for role-playing and sales training purposes.

How quickly can an Agent Force agent be set up and deployed?

Agent Force agents are designed to be easy to set up and deploy within minutes, carrying all necessary business and product information.

Are there other AI agents besides those built with Agent Force?

Yes, there are many other AI agents available, some of which focus on tasks like replacing human SDRs (Sales Development Representatives).