Best AI Agents for Salesforce - Page 3

Yellow.ai is the enterprise-grade Conversational AI platform that unlocks business potential at scale. The platform is trusted across 85+ countries by 1000+ enterprises, Domino’s, Sephora, Hyundai, Biogen International, Edelweiss Broking, Siemens Limited, Waste Connections, American Bureau of Shipping, and MG Motors. Powered by Dynamic AI agents for enterprises, the company aims to deliver human-like interactions that boost customer satisfaction and increase employee engagement at scale, through its no-code/low-code platform. The company has raised more than $102M from blue-chip investors and has offices across six countries.

OPAQUE Systems delivers a cutting-edge confidential AI platform designed to unlock the full potential of AI on sensitive enterprise data while maintaining strict security and compliance. By combining confidential computing with hardware root of trust and cryptographic attestation, OPAQUE ensures AI workflows on encrypted data are secure, auditable, and policy-compliant. The platform supports popular AI frameworks such as Python and Spark, enabling seamless integration into existing environments with no disruption or retraining required. Its turnkey retrieval-augmented generation (RAG) workflows allow teams to accelerate time-to-value by 4-5x and reduce costs by over 60%. OPAQUE’s confidential agents enable secure, scalable AI and machine learning on encrypted datasets, allowing businesses to leverage data that was previously off-limits due to privacy restrictions. Extensive audit logs and attestation provide verifiable trust and governance throughout AI lifecycle management. Leading financial firms like Ant Financial have enhanced their models using OPAQUE’s confidential computing capabilities. This platform transforms AI adoption by balancing innovation with rigorous data protection.

Enhance your sales team without increasing headcount by utilizing Aktify's virtual AI agents. With Aktify, you can rest easy knowing that an infinite number of previously neglected leads will be engaged at scale, consistently funneling potential customers directly to your sales team. This is not just another SMS chatbot; the SMS AI is designed to comprehend context, informal language, and user intent. As a result, the messages your leads receive come across as if they were sent by a genuine person, ensuring that they get tailored responses in real-time. When a lead interacts, your SMS AI agent swiftly decodes the reply and determines the next course of action autonomously. Aktify’s AI agent establishes numerous touchpoints, exhibiting more assertiveness than a human representative while adhering strictly to its programmed persistence. Capable of managing thousands of conversations at once, your virtual agent can keep pace with any lead volume you generate, allowing your sales efforts to scale without limits. This innovative solution not only optimizes lead engagement but also boosts overall sales productivity.

Our outbound phone and SMS sales platform is designed to facilitate more engaging conversations, enabling you to accelerate your growth objectives significantly. The essence of boosting conversion rates lies in fostering these conversations, which in turn cultivate relationships that enhance customer experiences, drive sales, and improve retention rates. It's vital to treat your customers with utmost care, as failing to do so may lead them to seek alternatives. By leveraging branded, event-driven phone sales, our clients gain a competitive edge that propels their success forward. With exceptional engagement rates, you can begin generating increased revenue right away. Our platform boasts three times the answer rates of standard calls and offers superior engagement compared to other marketing channels. Utilize our intuitive drag-and-drop journey builder to easily design event-driven outreach via calls and texts, no matter the CRM, CDP, or customer service application you use. Be present at the optimal moment with the perfect message, and your customers will appreciate your attentiveness. You can manage calls and texts all in one interface, complete with a unified conversation history and comprehensive customer profiles, enhancing your ability to connect effectively. This streamlined approach not only simplifies your outreach efforts but also ensures that your communication strategies are consistently aligned with your customers' needs.

Twig performs semantic analysis on your documentation, knowledge bases, and previous support tickets, which allows it to effectively address intricate customer inquiries while also achieving a 30% reduction in costs. By harnessing AI models trained on publicly accessible data, it enhances productivity and minimizes inconsistencies in support quality. Acting as an AI layer integrated with your current customer support systems, Twig equips your support agents with the ability to deliver more effective and prompt responses. It leverages cutting-edge AI technology to elevate every support representative's performance. The AI meticulously reviews all relevant resources to suggest appropriate responses, while citations bolster accuracy and foster trust. Additionally, the system continually improves by learning from the interactions of your agents, which is essential for maintaining high levels of agent productivity and customer satisfaction. By establishing elevated minimum standards for response quality, Twig also aids agents in identifying potential risks in their replies, contributing significantly to the overall success of customer experience initiatives. This comprehensive approach not only streamlines operations but also empowers teams to excel in their roles.

Experience a centralized hub for all your educational and informational needs. Sana is an innovative learning platform powered by AI that equips teams with the ability to discover, disseminate, and leverage the knowledge necessary for fulfilling their objectives. Enhance the learning journey for everyone by merging live collaborative interactions with tailored self-paced courses, all available in a single location. Simplify the sharing of knowledge through the capabilities of Sana Assistant, which can create questions, explanations, images, and even entire courses autonomously. Encourage active participation and excitement through a variety of interactive elements such as quizzes, Q&A sessions, polls, sticky notes, reflection cards, recordings, and much more. Seamlessly integrate Sana with your team's favorite applications, ensuring that your organization's collective knowledge remains accessible and searchable in less than 100 milliseconds. From Github to Google Workspace, Notion, Slack, and Salesforce, whatever you need, Sana is ready to provide insights from it. All of this comes together to foster a vibrant learning culture within your organization.

LlamaIndex serves as a versatile "data framework" designed to assist in the development of applications powered by large language models (LLMs). It enables the integration of semi-structured data from various APIs, including Slack, Salesforce, and Notion. This straightforward yet adaptable framework facilitates the connection of custom data sources to LLMs, enhancing the capabilities of your applications with essential data tools. By linking your existing data formats—such as APIs, PDFs, documents, and SQL databases—you can effectively utilize them within your LLM applications. Furthermore, you can store and index your data for various applications, ensuring seamless integration with downstream vector storage and database services. LlamaIndex also offers a query interface that allows users to input any prompt related to their data, yielding responses that are enriched with knowledge. It allows for the connection of unstructured data sources, including documents, raw text files, PDFs, videos, and images, while also making it simple to incorporate structured data from sources like Excel or SQL. Additionally, LlamaIndex provides methods for organizing your data through indices and graphs, making it more accessible for use with LLMs, thereby enhancing the overall user experience and expanding the potential applications.

Alhena AI is an advanced AI-powered platform designed to boost both customer service and sales for eCommerce businesses. It provides an AI-driven shopping assistant that offers personalized recommendations and automates key customer support tasks like returns, tracking, and FAQ responses. The platform integrates easily with popular eCommerce platforms such as Shopify and WooCommerce, and uses AI to analyze customer data and improve the accuracy and effectiveness of responses. Alhena AI helps businesses reduce costs, improve efficiency, and drive conversions while maintaining consistent, human-like interactions across all customer touchpoints.

Artisans serve as innovative AI digital collaborators that merge effortlessly with human teams. These intelligent entities go beyond merely automating mundane tasks; they handle entire job functions from start to finish. Unlike traditional SaaS tools that require separate usage, Artisans become integral members of your team. Through interactive communication via web or Slack, they learn and adapt to your preferences over time. Onboarding an Artisan is simple and quick, requiring just a 10-minute conversation without any need for specific technical knowledge. With access to a vast database that includes 250 million contacts and 65 unique data points, Artisans can perform a multitude of tasks with little human oversight. Their capabilities expand through our comprehensive SaaS platform and API connections with other tools you already utilize. Whether it’s you or your Artisan, the platform allows for a wide range of functionalities. We are continuously crafting hundreds of features to ensure it becomes the only platform you’ll ever require. You can communicate with your Artisan through our web chat or Slack application, asking them to execute tasks, adjust settings, conduct research, or offer guidance whenever needed. By integrating seamlessly into your workflow, Artisans truly redefine productivity and collaboration in the workplace.

An AI agent designed to interpret information from your ticketing systems, customer relationship management tools, knowledge repositories, and release documentation can significantly enhance the efficiency of your support teams in ticket resolution. It streamlines the process by automatically directing tickets to the appropriate department based on their content. Transitioning from a reactive support model to a proactive one is possible by identifying potential issues before they escalate. Additionally, it organizes tickets into prevalent topics and patterns, thereby enriching knowledge bases to help decrease the overall ticket volume. BREVIAN AI agents come equipped with built-in security and safety features, eliminating the need for multiple product integrations to achieve enterprise readiness. They allow for the implementation of uniform controls that are independent of your data and models. Furthermore, business teams can integrate various agents to create an intelligent network that spans across their enterprise data. This solution also facilitates knowledge extraction from both structured and unstructured data, including images, enhancing overall data utility. Overall, leveraging such technology can lead to marked improvements in operational efficiency.

At Truva, we are dedicated to enhancing both the efficiency and effectiveness of sales teams by providing them with the intelligence they need to make informed decisions and take action swiftly. Elevate your sales capabilities with our AI solutions, as Truva takes care of the mundane tasks, allowing your team to dedicate their energy to what truly counts – sealing the deal. Our platform effortlessly monitors all sales activities, including virtual and face-to-face meetings as well as email communications, ensuring that every significant detail is recorded. It intelligently extracts essential data points that align with your preferred sales methodologies, enabling you to prioritize what matters most: fostering strong relationships with clients. Moreover, Truva streamlines the process of updating your CRM by automatically inputting accurate and detailed information from each sales encounter. By eliminating the need for manual data entry, you can maintain a consistently updated and trustworthy source of information, which is crucial for effective sales strategies. With Truva, your sales team can work smarter, not harder, and focus on driving results.

AI is transforming customer service now and for the foreseeable future – with our innovative AI platform, you can enter a new era of contact centers. We offer a comprehensive AI contact center solution that combines human expertise and artificial intelligence to redefine customer service for the next ten years. Parloa meticulously integrates and customizes the most effective AI tools, empowering you to achieve up to 15% enhanced results right from the start. Our platform comes equipped with a variety of common use cases that require no additional effort from your side. This empowers your business units to seamlessly access all necessary AI technologies independently of IT support. You can effortlessly implement your automation processes using a simple drag and drop interface, managing the AI capabilities without the need for coding. Our robust technical infrastructure guarantees complete oversight of every aspect of both calls and chats, delivering unmatched quality in automation. Additionally, this user-friendly approach ensures that both small and large businesses can leverage advanced AI solutions without a steep learning curve.

These automated AI processes are designed to operate in a linear sequence, culminating in a specific result, with each phase enhancing the preceding one to ensure uniform and reliable results each time. These workflows can be stored and executed repeatedly as required, enabling the automation of various tasks, such as managing customer service inquiries or compiling, summarizing, and distributing current news through a newsletter. Additionally, establish an internal knowledge repository to equip your AI agents with the necessary information to make well-informed decisions regarding your unique projects. This may include providing documentation to empower an AI-driven customer service representative, creating a readme file to assist an AI code reviewer, or supplying product specifications to guide an AI sales representative. By doing so, you enhance the overall effectiveness of AI in your organization.

Docket is a cutting-edge AI-driven platform that unifies scattered GTM data into the Sales Knowledge Lake™, powering intelligent AI agents that boost revenue team productivity and pipeline growth. The platform engages website visitors with conversational AI to convert traffic into qualified leads, increasing marketing pipeline by 15%. For sales reps, Docket acts as an AI sales engineer, providing instant access to product knowledge, retrieving sales collateral, and generating personalized documents on demand, improving efficiency by 33%. Trusted by companies like ZoomInfo, Demandbase, and Whatfix, Docket integrates with more than 100 software tools, ensuring seamless data flow across the revenue tech stack. Its enterprise-grade security ensures compliance with strict data protection standards including SOC 2 Type II, GDPR, and ISO 27001. Customers praise Docket for fast adoption, improved response rates, and streamlined sales onboarding. Docket offers detailed confidence scoring and cites sources to guarantee answer accuracy. This platform transforms how GTM teams collaborate and execute, accelerating sales cycles and increasing win rates.

Revolutionize your customer interaction experience with Maven's generative AI, which requires no complicated setup. It provides reliable answers to even the toughest queries while seamlessly handling both structured and unstructured data, all deployable with just a line of code in mere days rather than months. Its effortless integration into your existing knowledge and ticketing systems adheres to the highest standards of security and compliance. Say goodbye to the frustrations of bots and convoluted decision trees; Maven transcends being merely another ticketing system or chatbot. Instead, it represents a holistic generative AI solution that aims to reshape the customer support environment without the associated stress. Our generative AI technology not only delivers precise answers but also personalizes interactions and facilitates actions throughout the entire support process. Equip customers with the ability to effortlessly access the assistance they need, no matter their location, through AI-driven help desks and conversational chat agents. Additionally, enhance the capabilities of human agents by providing them with advanced AI knowledge search tools and co-pilot assistants, ensuring they can deliver the most effective proactive support possible. This comprehensive approach ensures that both customers and agents benefit from a streamlined and efficient support experience.

Enhance your business operations with a 24/7 AI Sales Development Representative, allowing you to tap into your total addressable market more swiftly and grow your team in real-time without the stress of recruitment. Experience accelerated growth as you automatically source high-quality leads daily, while engaging a larger pool of prospects through tailored messaging. Streamline every aspect of your outreach process, from identifying and researching potential clients to crafting personalized communications and scheduling meetings. With access to every buyer globally in real-time, Alice effectively prioritizes and connects you with your ideal customers, focusing solely on companies currently in need of your solution. She delivers prospect insights that are specifically tailored to your business, facilitating outreach that is highly customized and driven by AI-enhanced research. Alice’s ability to hyper-personalize outreach surpasses human effectiveness, leading to improved conversion rates due to this meticulous approach. Additionally, she automates follow-up communications, ensuring a steady engagement with prospects throughout the entire outreach journey. Ultimately, this innovative solution not only saves time but also drives meaningful relationships with potential clients.

AI personal assistants that adapt, learn, and remember are designed to take care of tasks, allowing you to concentrate on what is truly important, with a foundation in advanced learning models. Our AI assistant grows and evolves in response to your usage, refining its understanding of your habits and preferences with every interaction. By utilizing a new category of models known as Large Meta Learning Models (LMLMs), which continuously acquire new abilities similar to human learning, we aim to create a groundbreaking generation of versatile agents. Convergence is leading the way in developing these general agents, and we are only at the beginning of this journey. Teach it your tasks, and it not only learns but also automates them, liberating you to prioritize what truly matters. With Proxy, our innovative agent, you can delegate your tasks to a system that adapts and streamlines your workflow, enhancing focus on essential activities. This technology is transforming the operational dynamics for individuals and businesses alike, offering a tailored, flexible assistant that evolves alongside you. Picture an exceptional version of yourself that works tirelessly, learns rapidly, and manages an increasing array of responsibilities efficiently, ultimately redefining productivity. The future of work is here, and it promises to be more collaborative and less burdensome than ever before.

SRE.ai is an innovative automation platform driven by AI, specifically designed for teams developing on Salesforce. It features AI agents that optimize DevOps processes, facilitating key tasks such as continuous integration, continuous deployment, testing, and managing releases. These agents are customizable to align with unique workflows, which aids in speeding up deployments, resolving errors, and conducting thorough release simulations. By seamlessly integrating with existing tools for communication, ticketing, and version control, SRE.ai boosts productivity and simplifies the complexities associated with releases. Additionally, the platform includes essential functionalities like efficient backups and disaster recovery solutions to protect against potential data loss. With its foundation laid by former engineers from Google Research and DeepMind, SRE.ai enjoys the support of prominent investors and is currently honing its focus on the Salesforce ecosystem. Our agents undergo rigorous quality assessments and include measures to prevent inaccuracies. Moreover, users have the flexibility to configure workflow stages to incorporate human oversight, ensuring a balanced approach between automation and human intervention. This adaptability helps teams to work more efficiently and effectively within their development environments.

Refold.ai is a full-stack AI integration platform that solves enterprise integration challenges by automating workflow creation, data mapping, and testing across hybrid environments. It enables software teams to build complex multi-step workflows and manage legacy systems such as SAP, Oracle Fusion, and Workday Finance with ease. Its unique memory graph technology anticipates API version conflicts and endpoint failures while offering real-time adaptation and self-healing workflows. Refold’s marketplace supports instant integration with 100+ enterprise applications, complemented by seamless authentication, audit trails, and observability features. The platform can be deployed on cloud, self-hosted, or within customer environments, supporting major cloud providers and air-gapped networks. Refold accelerates integration delivery, helping teams reduce delays, improve scalability, and win enterprise deals faster. Use cases include solution engineering to build demos, professional services to speed delivery, product teams to embed integrations, and AI teams powering internal agents. With certifications like SOC 2, ISO 27001, GDPR, and HIPAA compliance, Refold ensures enterprise-grade security.

Empower your workforce with specialized agents that integrate Gemini's sophisticated reasoning, high-quality search capabilities from Google, and enterprise data, regardless of its location. Your agents can tap into all connected data, applications, and the latest knowledge available online. Google Agentspace features ready-to-use connectors for frequently utilized enterprise applications, allowing you to efficiently obtain quick answers or perform actions directly within your Agentspace interface. This platform offers employees a unified, company-branded multimodal search agent that serves as a reliable source of enterprise truth for the entire organization. Leveraging Google's top-notch search functionalities, Agentspace can deliver conversational support, address intricate queries, provide proactive recommendations, and execute actions based on your organization’s specific data. Furthermore, Google Agentspace is capable of processing both structured and unstructured data, including documents and emails, ensuring a comprehensive approach to information management.

Dendrite is a versatile platform that operates independently of any specific framework, allowing developers to design web-based tools for AI agents that can authenticate, interact with, and gather data from any online source. This innovative system mimics human browsing actions, which aids AI applications in navigating websites and retrieving information effortlessly. It features a Python SDK that equips developers with essential resources to create AI agents capable of engaging with web elements and extracting relevant data. Dendrite’s adaptable nature ensures it can seamlessly fit into any technology stack, making it an ideal choice for developers looking to improve the web interaction abilities of their AI agents. The Dendrite client synchronizes securely with website authentication sessions already established in your local browser, eliminating the need to share or store sensitive login information. Additionally, the Dendrite Vault Chrome Extension allows users to safely share their browser-based authentication sessions with the Dendrite client, further enhancing convenience and security. Ultimately, Dendrite empowers developers to create intelligent web interactions, streamlining the integration of AI into everyday online tasks.

O-mega stands out as the first-ever productivity platform tailored specifically for multi-agent teams, empowering organizations to create AI agents that can operate independently. These intelligent agents are engineered to perform actions safely and judiciously, understanding the appropriate tools and conditions necessary for task completion. They work seamlessly across various processes, departments, roles, and levels of authorization, all while maintaining an awareness of the organization's mission, guidelines, and industry regulations. O-mega provides universal connectivity for agents to engage with any platform, API, web browser, or legacy system, such as Slack, GitHub, Dropbox, Google, Microsoft, AWS, Shopify, Salesforce, Stripe, WordPress, LinkedIn, Twitter, YouTube, Discord, Apple, WhatsApp, and many others. This extensive connectivity facilitates the automation of a wide range of business processes through agentic process automation, enabling AI agents to manage tasks that include writing and publishing content, processing invoices, onboarding new team members, and creating weekly financial summaries. Ultimately, O-mega redefines efficiency by allowing organizations to leverage AI for streamlined operations and enhanced productivity.

Swan is an innovative platform powered by artificial intelligence that converts anonymous visitors to websites into viable sales prospects. By leveraging a distinct blend of various data providers, it achieves an impressive success rate of 50%-70% in identifying visitors, thereby maximizing reach and effectiveness. The platform employs AI agents to autonomously qualify leads, analyzing data from over 20 B2B sources to highlight accounts with the greatest potential for businesses. Swan enhances its outreach by incorporating in-depth research from platforms like LinkedIn, job boards, and news outlets, ensuring that the messaging is personalized and feels genuine. Furthermore, it interacts with leads through multiple channels, strategically passing high-interest prospects to sales teams at the most opportune times, thereby optimizing the sales process and increasing conversion rates. This multifaceted approach not only improves lead qualification but also ensures that businesses can connect with their ideal customers more effectively.

Outverse is an AI-powered solution aimed at resolving customer support challenges by autonomously addressing up to 80% of intricate inquiries while efficiently routing the remaining cases to support and success teams. This platform boasts an AI Agent that can handle tasks such as billing adjustments, subscription refunds, and account management for verified users, guaranteeing that actions are completed swiftly and correctly. Additionally, for more complicated issues, Outverse provides an Internal Copilot with customizable playbooks, which empowers support teams to automate frequent workflows and reduce resolution times significantly. The system facilitates smooth escalation and hand-offs by implementing tailored rules that guide customer interactions to the right team or agent, ensuring that urgent matters are prioritized. Outverse proves especially advantageous for sectors with stringent regulations, teams facing a high volume of tickets, and organizations offering complex software solutions. Furthermore, its intuitive design enhances operational efficiency, allowing businesses to focus on delivering exceptional customer experiences.

Lumivar is an innovative platform powered by artificial intelligence, specifically designed for the automotive sector, featuring smart agents that handle incoming calls, deliver immediate answers, and assist customers in ordering parts or booking services at any time of day. These intelligent agents streamline routine operations, guaranteeing that customers receive timely and precise information without enduring long hold times. Among its main offerings are round-the-clock call management, live inventory assessments, synchronization with customer relationship management systems, and intelligent call routing that ensures intricate issues are directed to the right personnel. Furthermore, Lumivar's agents are capable of autonomously scheduling service appointments for tasks such as oil changes or tire rotations, confirming parts availability during the conversation, and dispatching automated reminders to decrease the likelihood of no-shows. By effectively managing inquiries through all communication channels, Lumivar enables automotive businesses to improve customer satisfaction, reduce potential losses, and concentrate on their growth and innovation strategies while fostering a more efficient operational environment.