How to Build Task-Specific Highly Specialized Agents for Every Employee

AgentForce lets you build AI agents tailored to specific jobs and roles. They live in Salesforce and Slack, answer role-specific questions like pricing flexibility, generate briefs, and pull data with sources cited. The builder workflow uses templates, job definitions, guardrails, and integrations to CRM and Tableau.
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How does AgentForce help you build task specific highly specialized agents for every employee in your company? Well, this is a sales rep trying to close a deal in Salesforce, but notice they're getting blocked by a pricing question that requires access to a specialist. And thankfully AgentForce is a platform that enables you to build flexibly priced AI specialist agents for any employee in your company. Like this deal support agent, this that you can create and assign to your sales reps that enables them to ask what pricing flexibility do we have with this account? And what you'll see is they get a good answer that is powered by this agent's specialized knowledge, actions and awareness of the employee's context, which includes what they were doing and what they have access to. And this is only possible because AgentForce works where your employees work, including your employee portals or Slack, where employees can work with agents like teammates, including inside team channels that are linked to Salesforce records. Here the team is discussing that revised pricing proposal for the customer and inside this channel the sales rep can interact with the deal support agent just like any other teammate and ask it to bring them up to speed. And what you'll see is that AgentForce can search Slack using this employee's permissions and context and use that context to answer the question and and notice that AgentForce's response is private by default, which preserves those permissions by keeping employees in control. And if the sales rep types turn this into a brief, you'll see that AgentForce is able to take action here inside Slack by using this context to generate this brief which summarizes all this data and context which the employee could then choose to share inside the channel to bring the rest of the team up to speed. And AgentForce also works in the context of your data and analytics where it becomes an on demand data specialist that can be assigned based on role to your employees to answer their data questions and provide not just answers but visual insights into that data while also citing the underlying data sources for transparency. But how does all this work? How does AgentForce help you build task specific specialized agents for any employee? Well, inside AgentForce Builder, your admins and developers can get started with pre built templates that they'll then customize with topics which are the jobs your agents are approved to do. Inside those topics are natural language instructions which become the guardrails that guide your agents and actions based on your business workflows which your agents will use to actually do these jobs. Every agent also has access to data which is the specialized knowledge you equip it with and context variables which help your agents understand the work employees are doing. And your admins and developers can customize and extend these agents by importing capabilities from the Salesforce products your organization is already using, like CRM, Tableau, or Slack, or creating brand new capabilities that your admins and developers build from scratch. Then they'll test these agents and fine tune the reasoning, actions and cost used to produce these specialized answers. And once your agent has been activated and assigned, it becomes available to help your employees work. And not just for sales teams. Because with AgentForce, you can also build an incident support agent, a creative marketing agent, a scheduling agent, and so much more. Because AgentForce is a platform that enables you to build task specific, flexibly priced, highly specialized agents for every employee in your company. To learn more, visit agentforce. Com. Thanks for watching.










