Upsell and Cross-Sell Products for Service with Agentforce

Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition.