Salesforce AgentForce automates lead capture by detecting when visitors land on your site, starting a chat, sharing relevant content, and registering them for webinars in real time. The demo shows how to set up an agent with a goal, define its role and topics, create actions that pull from your knowledge base, then test and optimize it.
April 18, 2025
Cirrus (a fictitious energy brand)
Use AgentForce to increase lead conversions with interactive web experiences tailored to each customer. Let's look at the experience of a potential customer at Cirrus, a fictitious energy brand. The prospect is interested in a new charging solution for their electric vehicle. AgentForce detects their latest activity and initiates a chat to engage them before they leave the site. The agent begins by sharing a relevant article on Cirrus charging solutions. As they engage further, the agent suggests an in depth webinar and seamlessly registers them in real time, turning a simple web visit into a qualified lead within Salesforce. Now let's go behind the scenes to see how to create this experience in AgentBuilder. Start with a clear goal for the agent. Increase lead capture by providing personalized assistance to web visitors. Then define its role with a detailed description and add topics to set the parameters for the agent's work. Next, create actions for the agent to perform. With guidance to look across knowledge, articles, event data and educational content, you can define actions for an agent that go beyond generating responses. AgentForce is guided by customer behavior and unified brand data, ensuring every interaction is purposeful and relevant. Unlike traditional chatbots, it avoids generic responses that fail to advance the conversation. Agents are able to intelligently adapt based on a customer's response. You can test, optimize and refine agents to adapt to changing customer needs and business objectives. This is how AgentForce helps you turn passive web visitors into high value prospects through automated real time customer engagement. To learn more, visit salesforce.com marketing AI.
