AI Relationship Research uses AI to discover, analyze, and present information about the people and organizations connected to your Salesforce records. The AI Relationship Research Subagent brings this capability into Agentforce conversations. Users can ask an agent to generate new relationship research or retrieve existing insights. The agent coordinates the required actions and returns sourced relationship insights directly in the conversation, without requiring users to open the record or use a separate research tool.
Actions Available in the AI Relationship Research Subagent
The AI Relationship Research Subagent includes actions that work together to complete a relationship research request. Based on the user's request and available conversation context, the agent selects the appropriate action.
The AI Relationship Research Subagent actions include:
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Identify Record by Name
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Generate AI Relationship Research Insights
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Check Relationship Research Job Status
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Get AI Relationship Research Insights
Example of Utterances Classified to This Subagent
| User sample input | Action Engaged | Agent Response |
|---|---|---|
| "Find the account named Acme." | Identify Record by Name | The agent looks up the record by the provided name and returns the matching account, contact, lead, or opportunity. If the agent finds more than one match, it asks the user to select the correct one. |
| "Do we have a contact called Jane Doe?" | Identify Record by Name | The agent checks whether a contact with that name exists and returns the matching record. |
| "Research relationships for Acme by using the Standard Relationship Research configuration." | Generate AI Relationship Research Insights | The agent confirms that relationship research started, provides a research job reference or status, and notes that processing sometimes takes a few minutes. |
| "Discover new relationships for this opportunity." | Generate AI Relationship Research Insights | The agent starts a research job for the current opportunity and confirms that it's underway. |
| "What's the status of that research job?" | Check Relationship Research Job Status | The agent reports the current state, such as pending, running, completed, or failed, using the most recent job from the conversation. |
| "Is job R-000045 done yet?" | Check Relationship Research Job Status | The agent looks up the specified job ID and reports its current state, along with diagnostic information or result links if requested. |
| "Show me the relationship insights for this account." | Get AI Relationship Research Insights | The agent returns a readable list of related people and companies, their connection to the account, and the strongest evidence or sources for each relationship. |
| "What connections do we have for this lead? Limit to 5 results." | Get AI Relationship Research Insights | The agent applies the requested filter and returns up to 5 related people or companies with supporting evidence. |
- Configure AI Relationship Research Subagent
Add the AI Relationship Research Subagent to an agent so users can retrieve relationship insights about accounts, contacts, leads, and opportunities in Agentforce conversations.