Agentforce

Service Agent has three out-of-the-box agents: Order management, appointment scheduling, and general FAQ agent.

Cater to your customer needs quicker and better by resolving issues autonomously with answers grounded in trusted data.

• The Service Agents can serve your customers across channels, 24/7, and they understand natural language.
• They win over traditional bots because they understand context and intent, can detect security concerns, and escalate to human employees when needed.

Our experts help you set up Service Agents within minutes using prebuilt templates and customize them to suit your business needs. As a preferred Agentforce implementation partner, we can guide you through customizing and implementing your Service Agents.

Sales Agent has three out-of-the-box agents: Sales coaching, lead capture and outreach, and, general FAQ agent.

SDR Agents can help you book meetings, qualify leads, and handle queries and objections — all while meeting your preferred tone, language, topics, and sales objectives.

The SDR Agents are trained on your sales materials and retrieve information from the Data Cloud, enabling them to respond accurately.

A Sales Coach Agent trains you in handling your pitch and objections. The coach also gives consistent feedback to prepare you for the client meetings.

Learn how LevelShift can transform your sales process. Contact us today for a personalized consultation.

The key agent for marketing is the Campaign Agent that helps marketers manage their campaigns end-to-end.

Marketing Agents can help create a campaign brief, write the content, and set up flows.

Manage your campaign follow-ups based on customer engagement. The Marketing Agent helps you create a cross-departmental journey based on your campaign brief.

Benefit from real-time performance insights and proactive recommendations. Make data-driven adjustments to maximize campaign effectiveness.

The Agentforce experts at LevelShift help you execute successful marketing campaigns by leveraging Marketing Agent.

Industry Agents are specialized in catering to the unique needs of specific industries.

Manufacturing Agent

Empowers manufacturing companies to streamline their operations and improve efficiency through AI-driven automation.

Enables intelligent inventory management, optimization of the supply chain, and prediction of maintenance needs.

Reduces costs, minimizes downtime, and enhances productivity.

Technology Agent

Enables marketers in the tech industry to improve their product adoption and retention through intelligent segmentation and the utilization of product telemetry data.

Provides comprehensive customer insights, tailored support and addresses issues proactively.

Crafts personalized messages and accelerates the deal cycle by leveraging customer data and analytics.

Finance Agent

Automates time-consuming tasks like financial reporting, risk analysis, and compliance checks.

Personalizes the engagement, guides human advisors to engage with customers proactively, and easily handles compliance-related tasks.

Analyzes financial data autonomously, identifies anomalies, and detects potential fraudulent activities.

The Quote Auditing Agent supports Deal Desk teams and Revenue Operations by automating key validations in the Lead-to-Cash process.

This Agent can:

• Identify missed upsell/cross-sell opportunities using historical quote data and product bundles.
• Audit quotes for policy compliance around pricing, discounts, and margins.
• Ensure quotes are aligned with inventory availability and fulfillment timelines.
• Compare quotes against historical patterns for pricing optimization.

This agent supports faster, smarter decision-making while reducing manual errors—making Revenue Operations more intelligent and proactive.