What Are Some Ways That I Can Use Agents?
You may be interested in how you can leverage AI agents to improve your business processes but aren’t sure where to start. This is typical since it has only been a couple of years since ChatGPT was released and AI innovation has been moving at an incredible speed. We are now at a point where AI is not just an assistant, but can also be an autonomous agent working on your behalf. I suggest that you should look to is your Salesforce instance as a place to quickly see how an AI agent can save you a lot of time. Salesforce’s Agentforce provides a well-thought out, fully functioning and secure agentic experience that augments employee and customer capabilities to improve overall productivity. As with everything Salesforce has done in its past, they have taken care of many of the harder behind-the-scenes implementation details of an AI agent, so that you can focus on business details and realizing benefits as quickly as possible.
Starting with a Simple Use Case is Key
There are many Agentforce use cases, but you’ll want to start out with something that is relatively simple that is positioned to be a success for your company. For example, if you have a company website you can add a service agent to it that allows users to make queries against a product knowledge base. If you have sales reps that need help with opportunity management, you can look at the employee agent for your internal Salesforce users.
Trifecta can help you to figure out a solid first use case based on your priorities with our Agentforce Rapid Start program. In our program we will meet with you to discuss your business needs, determine data needs, and map out your first agentic use case. We will then stand up the agent for you, deploy it, and show you how to take control of it for any future modifications.
Remember: Clean Data Builds a Strong Foundation for AI
One thing that you want to keep in mind is that any data that will be used by AI should be in relatively good shape. There are different ways to assess data fitness and Trifecta has figured out the optimal way to evaluate your data with our Data Readiness Assessment. It is important to note that as part of that assessment, we will work with you to find a path forward that can get you quick wins, even if you may have longer term data work that must be done.
I know that all of this can feel overwhelming, but we are at a point where not having a solid AI agent strategy will leave you at a competitive disadvantage. Don’t hesitate and get started with AI today!
