Agentforce Engagement

Agentforce Engagement lets sales teams generate and nurture their leads autonomously. Capture visitors to your web site as new leads via web chat and nurture those leads and other prospects via email. Built from the Lead Generation and Lead Nurturing agent templates, your agents can capture and incorporate lead details, answer questions, book meetings, and hand off to sales reps. Use these agent templates in tandem or individually depending on how your sales team works.

Watch the video to see how to use Agentforce Engagement.

  • Agentforce Inbound Lead Generation
    With Agentforce Engagement, use the Inbound Lead Generation agent template to engage with prospects via a web chat or messaging channel to answer questions, capture leads, and schedule meetings with your sales team. When you enable Inbound Lead Generation, your customers get 24/7 access to an Agentforce agent, helping you to streamline the lead intake process and reduce manual data entry.
  • Agentforce Qualification
    Instantly qualify leads, contacts, and person accounts to strengthen your sales pipeline using Agentforce Qualification. Using an agent to guide qualification empowers your reps to rapidly determine prospect fit early in the process, preventing wasted time and resources. By focusing on high-potential deals, your team boosts overall efficiency and conversion rates.
  • Agentforce Engagement
    Use the Agentforce Engagement template to scale your sales team, accelerate growth, and maximize your pipeline by nurturing prospects 24/7 via email with an AI-powered sales agent. Agentforce Engagement works new or updated leads, contacts, and person accounts automatically, sending customized intro emails to each prospect, responding to replies, answering questions, and connecting qualified leads with sales reps.
  • Edit an Inbound Lead Generation or Engagement Agent
    After you set up and activate an Inbound Lead Generation or Engagement agent, you may find that you want to change it later. To edit an existing agent, you can create a version of the agent or update an existing version.