Support partner quoting with rule-based product recommendations and expand billing data access for internal teams. Improve invoice charge explanations for community users. Identify token over-consumption with automated generation of targeted token pack quotes.
- Get Product Recommendations While Adding Products (Beta)
Help sales reps discover and add relevant or complementary products more efficiently when building a quote. Use predefined configuration rules to guide them with recommendations that lead to more complete and accurate quotes. - Explain Invoice Charges Faster with Conversational AI
Clarify invoice charges and answer basic questions related to billing through the Billing Service Assistant. Help your customers receive detailed charge breakdowns for ambiguous invoice line items, without needing to contact support. - Resolve Common Billing Inquiries Quickly with Billing Employee Assistant
Access critical billing information through conversational AI. Help billing teams retrieve payment plan details, latest bill details, account summaries and outstanding balances quickly. Billing teams can identify upcoming payment due dates and amounts within the assistant, without checking individual Billing records. Make it easier to respond to billing queries that require reviewing multiple invoice and payment records. Accelerate response time and reduce manual navigation across billing records. - View Your Consumption Overages in Tokens
Eliminate the manual effort involved in identifying token overages. Agentforce identifies token overage at the account level and help in creating quotes with appropriate token packs, which enables sales teams to upsell token packs easily. - Streamline Quoting for Partners by Using Agentforce
Help your partner users accelerate their sales cycle with the Revenue Quote Management agent template. By connecting the Agentforce Employee agent to their site by using Embedded Messaging, partners gain access to powerful, advanced quoting agent actions.