Autonomous Scheduling Use Cases in the New Agentforce Builder

Learn what Autonomous Scheduling can do for you.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
Use Case Description Learn More
Supply 24/7 coverage
  • Leverage round-the-clock availability via messaging channels, such as SMS, WhatsApp, and Facebook Messenger.
  • Let your customers book, reschedule, cancel, and get information about an appointment, without requiring human intervention.
  • Automate routine scheduling tasks to free up service reps for more complex issues.
  • Reduce costs and processing times for booking requests by lowering the load on service reps.
  • Provide a self-service option to improve the overall customer experience.
Customer-Initiated Scheduling
Enable partner access Let partners, such as contractors, leverage Autonomous Scheduling even if they’re using a separate org. Customer-Initiated Scheduling with Enhanced Chat
Gain prospect customers Allow prospects to book appointments without needing an existing account, transforming Agentforce into a powerful lead generation tool. Customer-Initiated Scheduling with Setup for Prospect Customers
Let Agentforce rebook appointments Get Agentforce to notify customers about appointments that need to be rebooked and help them find the next suitable time. Customer Outreach
Send interactive reminders for upcoming appointments Get Agentforce to send interactive reminders to customers about their upcoming appointments, reducing no-shows to save mobile workers time. You can also set up the agent to ask customers for confirmation to promote resource utilization, and handle cancellations to increase customer retention. Customer Outreach with Interactive Appointment Reminders
Automate maintenance plans Get Agentforce to automatically notify customers that their asset is due for maintenance and help them find a suitable time. Customer Outreachwith Asset Maintenance Scheduling
Schedule appointments from the mobile app Enable mobile workers to manage appointments using Agentforce on the Field Service mobile app. For example, they can schedule an appointment for a customer, or make last-minute schedule changes. Set Up a Scheduling Agent for Field Service Mobile Workers