AgentForce turns WhatsApp promotions into two-way conversations that can complete orders, assist customers, and recommend products using Salesforce data. The demo walks through Agent Builder steps: set goals, define the agent's role and topics, create actions, and apply guardrails to keep it on track.
Chapters
With AgentForce, you can turn one way messages into dynamic two way conversations, taking customers from promotion to purchase in a single WhatsApp experience. Within marketing Cloud, you can create a seamless handoff to connect a WhatsApp campaign to AgentForce, allowing you to automate personalized interactions throughout the customer journey and across departments. A loyalty member receives a personalized offer that's tailored to their preferences and recent buying history. Once they respond, you won't risk leaving them without a follow up. AgentForce takes action using knowledge across the brand's unified data in Salesforce, like completing an order, offering assistance, sending updates, or even suggesting personalized recommendations. It's all done in real time with intelligent automation that breaks down department silos and makes every interaction feel seamless. Now let's go behind the scenes to see how to create this experience in Agent Builder. First, set clear goals for the agent to increase promotion redemptions and unify marketing, commerce and service interactions into one connected shopping experience. You create reasoning for the agent to work within, defining its role and a detailed description with a set of topics tailored to its responsibilities. The agent is instructed to assist customers with recommendations and order management. Next, create actions that allow the agent to autonomously complete tasks aligned with its role. Since no two customer journeys are the same, AgentForest will respond dynamically, guided by conversation guardrails that ensure interactions are relevant and effective. They'll eliminate the need for ongoing manual updates. This drives high value conversations that improve satisfaction while saving your team's time. This is how you turn one way promotions into dynamic two way conversations with Agentforce for marketing. To learn more, visit salesforce.com marketing AI.