Turn self-service into a concierge experience that reduces clicks to resolution. With Quick Chat, customers can highlight text within a knowledge article to instantly generate relevant answers — or ask questions directly based on the content they’re viewing. It's a conversational UI that transforms static portals into personalized support, helping customers before they turn to a human or AI agent.

Improve self-service resolution and decrease contact center volume with AI-powered knowledge articles. Display AI-generated article summaries at the top of every page to help customers spend less time resolving issues. If customers still have questions, skip the hassle of searching through FAQs by surfacing instant, relevant answers in an interactive knowledge article Q&A.

Help customers self-serve faster in a single view with a unified portal and Agentforce experience. If a customer searches for their claims policy, Agentforce will automatically offer support to find the right answer. Then, as the customers engage with Agentforce, the portal will surface the most relevant knowledge article for them to take action in real-time. This improves resolution time, customer satisfaction, and significantly reduces self-service escalations to your team.

Help customers find answers fast by surfacing answers that are grounded in your Knowledge base directly into your Service Portal portal or in a chat with an autonomous AI agent. Save reps time by auto-generating and sharing answers directly in their flow of work.

Improve customer self-service resolutions and reduce costs with a proactive, highly-personalized portal. When a customer logs in, seamlessly sync their profile with Agentforce to deliver a unified portal and AI agent experience that adapts based on real-time conversations, customer data, and behavior. Generate AI-powered search summaries, surface relevant content, and proactively assist customers on resolving their needs with 24/7 Agentforce support.

Launch a self-service help center in clicks, not code. Build a branded site where customers can find answers themselves — 24/7 Agentforce support, a searchable knowledge base, and AI-generated summaries that cut through the clutter. Your support team handles fewer tickets, and your customers get instant answers.

Help customers answer commonly asked questions and solve issues themselves with knowledge articles. Seamlessly connect third-party knowledge resources into Salesforce with Enterprise Knowledge on Data 360 to ground AI-generated responses. Reduce the cognitive load on your customer support team — freeing their time to focus on critical cases.

Quickly scale 24/7 Agentforce support with prebuilt topics and actions across use cases. Seamlessly integrate AI agents into your portal to handle topics including order inquiries, online bookings, account management, and more. For example, Agentforce can look up a recent order using the customer’s authenticated data, then use the order number to check the delivery status on their behalf.

Agent Builder is the low-code builder for Agentforce that is seamlessly integrated into your Experience Builder for service portals and help centers. Configure an agent using the tools yo already know — Flows, prompt templates, Apex, and APIs. Tell the agent what job you need done. Give it simple instructions and a list of actions it can take. Then test it right in the builder to see how it responds — no engineering team required.

TheAtlas Reasoning Engine is the brain of Agentforce. Users can equip AI agents to respond naturally and adapt to situations so they're faster, more multi-turn, and more capable. Increase their accuracy with topics, which classify requests into a specific category with a defined scope and rules, including which actions an AI agent can and cannot take.

Testing Agentforce is different from testing regular software, because the responses can change depending on the situation. With Testing Center, teams can use AI to generate hundreds of sample interactions and automatically run tests to see how Agentforce takes action. Instead of manually checking each scenario, teams can spot patterns and make improvements faster by tweaking the AI’s instructions. Testing Center also helps make sure the AI stays on track — checking that its answers are accurate and appropriate, even at large scale.

Quickly build and launch a branded customer service portal with prebuilt templates and easy-to-use, drag-and-drop functionality. Use Experience Builder to style your site, create and customize pages, and deliver a personalized experience to your customers. It’s the low-code way to get started and be up and running quickly.

Launch dynamic experiences on both desktop and mobile — making self-service available from anywhere. Transform your service portal into a pixel-perfect mobile application for both iOS and Android. Build features like notifications, persistent login, and location with clicks, not code. Mobile Publisher lets you easily maintain your app branding and get automatic updates to keep the app compliant.

Increase self-service resolutions by letting customers search and take action on a wide range of services through your authenticated portal. Configure catalog items to collect the right info for faster processing through workflow automation, and help admins quickly expose new items to customers with just a few clicks.

Embed business processes easily across all channels to surface the most applicable information and help customers resolve requests on their own. Use workflows to automate both simple and complex tasks — from resetting a password to submitting a loan application. Workflows allows customers to seamlessly self-serve without the need to loop in a service rep.