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Agentforce
Use Cases

Get inspired with practical, custom use cases across industries, so you can tailor your agents to your business and customer needs.

Choose your industry to see what Agentforce can do for you.

Explore Agentforce use cases.

Order and Shipping Management

Order Status and Tracking

Handle order status inquiries, provide tracking information, estimate delivery times, and give updates on delays or issues.

Returns, Exchanges, and Refunds

Manage customer requests for returns, exchanges, and refunds, as well as guiding them through related policies and processes.

Order Modifications

Provide support with modifying orders, including changes to delivery dates, order details, and cancellations.

Shipment Management

Facilitate customer and vendor inquiries related to delivery logistics, scheduling deliveries, addressing issues with lost/delayed shipments, and ensuring on-time fulfillment.

Inventory Management

Address customer inquiries related to inventory levels, availability, and product details.

Product and Service Information

Product Availability and Specifications

Address customer inquiries about product availability, specifications, features, and more.

Pricing and Promotions

Provide info on pricing, discounts, and promotional offers. Agents can even answer questions about reseller pricing and any promotions while proactively encouraging sales.

Recommendations

Offer product recommendations, provide comparisons, and propose complementary products to ensure customers have the information they need to purchase.

Warranties and Maintenance

Address questions about warranty coverage, repair services, service intervals, maintenance details, and general product support.

Financial and Transactional Support

Billing and Payment Support

Assist customers with billing, payment methods, invoice discrepancies, and payment status issues.

Loan and Credit Services

Address loan and credit inquiries, including loan status, credit card issues, interest rates, repayment options, and current promotions.

Transaction Disputes and Fraud Management

Resolve transaction disputes and billing errors, manage fraud-related concerns, and reimburse customers for billing discrepancies.

Claims and Warranty

Evaluate warranty claims, manage claim legitimacy, automate the verification of warranty validity, and facilitate claim resolutions.

Technical Support and Troubleshooting

Technical Troubleshooting

Provide support for technical issues related to software and systems, such as login problems, API errors, or malfunctions.

Device Troubleshooting

Resolve problems with product features, offer maintenance tips, and address potential malfunction issues.

Service and Connectivity

Respond to inquiries related to service disruptions, connectivity problems, and network outages, while offering resolution steps and real-time updates.

Product Setup

Help with setup, installation, and configuration of products. Plus, agents can provide steps for first-time installations or system updates.

Knowledge Assistance

Automated Responses

Automate responses to common queries, repetitive tasks like password resets, and simple service requests to reduce manual workload.

Knowledge Management

Provide customers and reps with quick access to knowledge articles, FAQs, training materials, and relevant documentation for issue resolution and information.

Content Creation

Create campaigns and content based on existing knowledge base, inputs, and data from integrated systems.

Account and Membership Management

Membership Inquiries

Assist with renewals, pricing, and cancellations, in addition to providing guidance on membership benefits.

Account Settings and Updates

Support customers with account settings, login issues, profile updates, and more.

Account Access Issues

Address password resets, username retrieval, two-factor authentication, and more.

Scheduling and Appointment Management

Service and Maintenance

Facilitate scheduling, rescheduling, and cancellation of service appointments while optimizing employee schedules.

Booking and Reservations

Make, modify, or cancel reservations across various services, like dining, hotel, travel, and events.

Healthcare Appointments

Assist with scheduling and canceling medical appointments, procedure check-ins, reminders, and confirmations with healthcare providers.

Sales Meetings

Schedule meetings with financial advisors, sales reps, or client consultations, along with automating follow-ups and ensuring resource availability.

Escalation to Human Agents

Escalation Management

Transition customer inquiries to human reps, and direct conversations for sensitive assistance.

Sentiment Analysis

Identify, address, and escalate customer dissatisfaction based on sentiment analysis and keyword identification.

Safety Inquiries

Quickly manage safety-related inquiries and escalate them to human reps.

Other

Lead Management & Qualification

Qualifies incoming leads for prioritization. Automates & guides onboarding processes. Identifies upsell opportunities during calls.

Sales Upselling

Promotes upsell opportunities based on customer history and interaction. Assists in suggesting products and services tailored to customer needs.

Data Management

Improve internal data by processing & syncing data from different systems, & handling
data discrepancies.

Application Support

Handling inquiries related to enrollment or application status and modification requests.

Agentblazer Characters

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Connect with Agentblazers from around the world to skill up on AI, discover use cases, hear from product experts, and more. Grow your AI expertise — and your career.

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Frequently Asked Questions

Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.

With Agentforce, you can build and customize autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability, and satisfaction.

Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants, and other automated systems to improve customer service and engagement.


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