To maximize your sales teams' productivity, set up essential features that support AI-driven insights and Sales Workspace. Configure connected email and meeting tools, user access, quotas, and AI agents so sellers can capture activity and act on insights.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
Set Up AI Agents to Sustain Lead Engagement
Help your sales teams keep leads engaged with automated, timely follow-ups powered by AI agents. Configure nurturing flows that support consistent outreach and move leads closer to conversion with less manual effort.
Set Up AI Agents to Increase LiveChat Prospect Conversion
Help your sales teams respond to inbound prospects instantly with AI-driven LiveChat conversations. Configure automated dialogues that qualify prospects, answer questions, and route potential leads to sellers in real time.
Set Up AI Agents to Manage Pipeline
Guide your sellers with AI-driven insights that highlight risks, opportunities, and next actions across the pipeline. Configure automated guidance that helps sellers focus on the right deals and keep opportunities moving with less manual effort.
Set Up AI Agents to Manage Accounts
Strengthen account planning with AI-driven insights that surface key signals, next actions, and growth opportunities. Configure automated guidance that helps sellers stay aligned with their accounts and manage work with less manual effort.
What’s Next
After you complete the org setup, ask your sellers to connect their email and meeting recording accounts from the Sales Workspace home page to finish their setup. Once complete, sellers are all set for AI-powered selling.