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Salesforce agent
Build and deploy AI Salesforce agents that embed in your instance, and connect data across your company.
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What is a Salesforce agent?
AI agents are autonomous software programs that can interact with their environment, search for information, and take actions to achieve goals. Salesforce agents connect to, and embed within a Salesforce instance to help sales and account management teams work more effectively.
What can Salesforce agents do?
Salesforce agents serve as an automated, intelligent assistant to Salesforce users, helping them to research, prospect, and communicate with customers.
Customer & prospect research
Research within Salesforce and across other company data sources for 360-degree visibility into customers and prospects.
Automated Salesforce actions
Edit or add information to Salesforce, send emails and notifications, or take other actions based on changes in data or user requests.
Tailored communications & prospecting
Draft personalized messages to customers and prospects based on Salesforce data.
How do Salesforce agents help sales and account teams work more effectively?
Salesforce agents serve as an automated, intelligent assistant to Salesforce users, helping them to research, prospect, and communicate with customers.
Salesforce agents from Appsmith
Appsmith makes it easy for sales and account teams to deploy Salesforce agents. Salesforce agents can be configured in just a few clicks without writing any code, and simply embed within your Salesforce instance via a Chrome extension. Unlike platform-specific AI assistants or agents, Appsmith Agents can connect to data and systems across your company, allowing team members to quickly source customer information regardless of where it lives, and take actions to improve customer experience.
Getting started with Appsmith Agents
Appsmith Agents comes with pre-configured agents for Salesforce, Zendesk, Slack, Gmail, and many more tools, and it’s free to get started. Simply select the agent you want to use, and add your login credentials. The model, temperature, prompts, and function calls can all be configured to fine-tune the agent specifically for your business.
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Try Appsmith Agents for free. No strings attached.
