With Salesforce Agentforce, build autonomous Agents and drive customer success across sales, service, and more. Agents, powered by Salesforce’s generative AI capabilities and your CRM data, can interact with team members, customers, and prospects and carry out predefined tasks, all while staying secure. With TechWise consulting services, we’ll help you build Agents that are customized to your unique needs and also make sure your data foundation is working to drive success.
With TechWise help, get up and running quickly with Agentforce and demonstrate value for the use cases that matter.
Test and learn with Agentforce and Prompt Builder with an implementation of standard actions, custom actions, and/or custom Prompt Templates, and map business processes to identify potential areas for generative AI use cases.
Go beyond a quickstart with a full implementation of several use cases/actions leveraging Agentforce Agents and Prompt Builder. Roll out functionality at scale with change management in a dedicated pilot designed to demonstrate value.
Have a need for generative AI beyond or in addition to CRM? With an approach tailored to your business needs, TechWise can provide proof of concepts and the implementation of tools around custom use cases.
As a Salesforce partner with a focus on CRM + data + AI, TechWise is well-equipped to help you get the most out of Agentforce. We see Agentforce, Prompt Builder, and AI-infused CRM tooling as an opportunity for organizations to accelerate their generative AI journey on the Salesforce platform. With extensive offerings, data science expertise, and specialization in long-term data literacy and change management, we can help you set up autonomous Agents and drive success in the use cases that matter.
Watch an in-depth webinar exploring the core capabilities of Agentforce and how to leverage this autonomous AI tool to create custom actions that amplify your team’s productivity and efficiency.
TechWise is here to help you set up and maximize the value of your autonomous Agents.
Provide an excellent service experience to customers with Service Agent. Leverage a chatbot that communicates in natural language to respond to customer queries, perform tasks, and make handoffs to team members for more complicated requests.
Drive prospect engagement with SDR Agent. Send customized messages across channels (including email, SMS, and WhatsApp), seamlessly route to and schedule meetings with humans, and scale your sales team.
Give every sales representative a dedicated AI coach. Engage in role-plays tailored to customer data, and get insights and suggestions during live calls. Leverage your existing sales training/objection handling docs to customize Sales Coach’s feedback.
With Campaign Agent, leverage natural language to build campaign briefs, generate email drafts and landing page copy, and build segments and journeys. Campaign Agent even helps you optimize your campaigns over time as it monitors campaign performance.
With Retention Agent, TechWise custom agent for Agentforce, proactively identify at-risk customers and get personalized recommendations to re-engage them. Retention Agent leverages both predictive and generative AI to help you retain customers.
With Agent Builder, build custom actions for Agents so they can serve your users and customers across a variety of use cases unique to your business.
We’re here to help you do more with your data — whether it’s advising you on your journey, implementing new technology, or elevating your existing solutions.
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