# AI agents for Salesforce: the SynconAI Agentforce agent catalog

Canonical: https://synconai.com/ai-agents

SynconAI builds Agentforce agents for sales, service, field service, internal teams, nonprofits and specific industries. Each agent changes Salesforce only through actions the client approves, reads its facts from the org, leaves the big calls to a person, and is tested by replaying real conversations before every release.

Agents marked "Live demo" have a recorded film of a real run on a Salesforce org. Agents marked "Coming soon" are designed in full and in the build program; they have no demo yet.

## How every agent is built

- **Approved actions only.** An agent changes Salesforce only through the actions you sign off, running as its own user with just the access the job needs.
- **Facts from your org.** Times, prices, policies and record numbers are read from Salesforce and repeated exactly. When a fact is missing, the agent says so instead of guessing.
- **People make the big calls.** Refunds over a limit, emergencies, approvals and anything irreversible go to a named person. The agent prepares the work; your team decides.
- **Tested by replay.** Real conversations, including the awkward ones, are replayed against the records they should create before go-live and before every change.

## Sales and revenue

Prep reps for meetings, triage leads, keep the pipeline honest and get quotes out.

- [Meeting Prep Brief Agent](https://synconai.com/ai-agents/meeting-prep-brief-agent) (Coming soon, works with your team): Gives a rep a one-page brief for an upcoming meeting from Slack or the Salesforce Employee Agent panel.
- [Pipeline Hygiene Agent](https://synconai.com/ai-agents/pipeline-hygiene-agent) (Coming soon, works with your team): Finds unhealthy opportunities each weekday, asks each owner in Slack to fix them.
- [Inbound Lead Triage Agent](https://synconai.com/ai-agents/inbound-lead-triage-agent) (Coming soon, runs in the background): Scores new web leads with a fixed rule table, summarizes them, routes them by territory.
- [Post-Meeting Follow-up Agent](https://synconai.com/ai-agents/post-meeting-follow-up-agent) (Coming soon, works with your team): Turns a rep's dictated note or pasted transcript into proposed record updates, follow-up tasks and an email draft.
- [Renewal Radar Agent](https://synconai.com/ai-agents/renewal-radar-agent) (Coming soon, runs in the background): Watches contract end dates, creates one renewal opportunity per contract inside the 120 day window, rates renewal risk with a fixed rule.
- [Quote Request Agent](https://synconai.com/ai-agents/quote-request-agent) (Coming soon, works with your team): Builds a quote from a rep's Slack request, checks the discount against policy and routes it for approval.
- [Win/Loss Analyst Agent](https://synconai.com/ai-agents/win-loss-analyst-agent) (Coming soon, works with your team): Interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends.
- [Prospect-to-Offer Matching Agent](https://synconai.com/ai-agents/prospect-to-offer-matching-agent) (Coming soon, works with your team): Matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights.

## Customer service

Answer customers, triage and route cases, and hand over without the customer repeating themselves.

- [Case Triage & Routing Agent](https://synconai.com/ai-agents/case-triage-and-routing-agent) (Coming soon, runs in the background): Reads every new Case as it is created, classifies it, sets the priority, assigns it to the right queue, attaches the most relevant Knowledge article.
- [Appointment Booking & Rescheduling Agent](https://synconai.com/ai-agents/appointment-booking-and-rescheduling-agent) (Coming soon, talks to customers): Lets customers book, move and cancel appointments in a web chat or on WhatsApp.
- [Escalation Summary Agent](https://synconai.com/ai-agents/escalation-summary-agent) (Coming soon, works with your team): Gives a human agent a short, accurate briefing the moment a chat or case is handed over from an AI agent or another team.
- [Document Intake Agent](https://synconai.com/ai-agents/document-intake-agent) (Coming soon, talks to customers): Reads a receipt, screenshot or PDF uploaded in chat, confirms the details with the customer and fills the Case.
- [Order Status & Returns Agent](https://synconai.com/ai-agents/order-status-and-returns-agent) (Coming soon, talks to customers): Answers where is my order questions and starts returns inside the chat.
- [Knowledge Gap Finder Agent](https://synconai.com/ai-agents/knowledge-gap-finder-agent) (Coming soon, runs in the background): Reviews the last 30 days of closed cases every Monday, finds topics that were solved without a Knowledge article, groups them.
- [Voice Front Desk Agent](https://synconai.com/ai-agents/voice-front-desk-agent) (Coming soon, talks to customers): Answers the business phone when nobody can.
- [Complaint Handling & Goodwill Agent](https://synconai.com/ai-agents/complaint-handling-and-goodwill-agent) (Coming soon, talks to customers): Receives customer complaints in chat, logs them as complaint Cases, responds with empathy.

## Field service and operations

Book repairs, wrap up jobs, check parts and warranty, and walk inspections.

- [Repair Booking Agent](https://synconai.com/ai-agents/repair-booking-agent) (Live demo, talks to customers): Books repairs at any hour and sends emergencies straight to Dispatch.
- [Job Wrap-up Agent](https://synconai.com/ai-agents/job-wrap-up-agent) (Live demo, works with your team): Turns one technician's note into the report, parts and customer email.
- [Parts and Inventory Check Agent](https://synconai.com/ai-agents/parts-and-inventory-check-agent) (Live demo, works with your team): Finds the part on every van and shelf, and protects the next job.
- [Warranty and Asset Lookup Agent](https://synconai.com/ai-agents/warranty-and-asset-lookup-agent) (Coming soon, works with your team): Takes a serial number and returns warranty status, entitlement, service history and a suggested next action.
- [Quote-to-Site-Visit Agent](https://synconai.com/ai-agents/quote-to-site-visit-agent) (Coming soon, talks to customers): Collects scope and photos for a trade inquiry, gives an indicative price range from your rules and books the estimator.
- [Inspection Checklist Agent](https://synconai.com/ai-agents/inspection-checklist-agent) (Coming soon, works with your team): Walks an inspector through a site inspection one item at a time, records results with notes and photos.

## Employee and internal ops

Agents your own staff talk to in Slack: policy, leave, expenses, time, onboarding and admin requests.

- [Policy & Handbook Q&A Agent](https://synconai.com/ai-agents/policy-and-handbook-qa-agent) (Coming soon, works with your team): Answers staff questions about company policy directly from the handbook and policy documents, quotes the clause it used.
- [Leave Request Agent](https://synconai.com/ai-agents/leave-request-agent) (Coming soon, works with your team): Lets staff request leave in Slack, checks their balance, creates the request and routes it to their manager for approval.
- [Expense Receipt Agent](https://synconai.com/ai-agents/expense-receipt-agent) (Coming soon, works with your team): Reads a receipt photo or PDF, extracts vendor, date, amount and tax.
- [New Hire Onboarding Agent](https://synconai.com/ai-agents/new-hire-onboarding-agent) (Coming soon, works with your team): Runs each new hire's onboarding: the checklist, access requests, a Slack welcome space and first-week answers.
- [Timesheet Capture Agent](https://synconai.com/ai-agents/timesheet-capture-agent) (Coming soon, works with your team): Asks staff for their hours in Slack each afternoon and turns a plain reply into time entries on the right projects.
- [Weekly Status Report Agent](https://synconai.com/ai-agents/weekly-status-report-agent) (Coming soon, runs in the background): Compiles a weekly status report for each active project from Salesforce records and posts it to Slack and email every Friday.
- [Salesforce Admin Request Agent](https://synconai.com/ai-agents/salesforce-admin-request-agent) (Coming soon, works with your team): Takes Salesforce change requests from staff in Slack, checks whether the field or report already exists.
- [Internal Knowledge Concierge](https://synconai.com/ai-agents/internal-knowledge-concierge) (Coming soon, works with your team): Answers internal questions by searching documents in a Data Library, wiki and drive content through MCP server tools, and Slack history.

## Industry agents

Shaped for education, property, real estate, lending, health, hospitality and professional firms.

- [Student Inquiry & Enrollment Agent](https://synconai.com/ai-agents/student-inquiry-and-enrollment-agent) (Coming soon, talks to customers): Answers course questions, captures the parent's details and the student's needs, recommends a program and books a trial lesson.
- [Tutor and Teacher Scheduling Agent](https://synconai.com/ai-agents/tutor-and-teacher-scheduling-agent) (Coming soon, works with your team): Helps coordinators replace a tutor when a session is canceled.
- [Real Estate Lead Qualifier & Inspection Booker](https://synconai.com/ai-agents/real-estate-lead-qualifier-and-inspection-booker) (Coming soon, talks to customers): Contacts new property inquiries within minutes, asks a short set of qualifying questions.
- [Property Maintenance Request Agent](https://synconai.com/ai-agents/property-maintenance-request-agent) (Coming soon, talks to customers): Takes a maintenance report, asks for photos, classifies urgency, creates the Case and Work Order and notifies the property manager.
- [Professional Services Intake Agent](https://synconai.com/ai-agents/professional-services-intake-agent) (Coming soon, talks to customers): Captures a prospect's matter for a law, accounting or consulting firm, runs a conflict pre-check and books the first consultation.
- [Event & Venue Booking Agent](https://synconai.com/ai-agents/event-and-venue-booking-agent) (Coming soon, talks to customers): Takes a group event brief, finds suitable venues and dates, builds a quote from packages, places a 48 hour date hold.
- [Loan Document Collector Agent](https://synconai.com/ai-agents/loan-document-collector-agent) (Coming soon, talks to customers): Tracks the document checklist for a loan application, asks the applicant for missing items.
- [Clinic Front Desk Agent](https://synconai.com/ai-agents/clinic-front-desk-agent) (Coming soon, talks to customers): Handles administrative front desk tasks for a medical or allied health clinic: booking, rescheduling, canceling, reminders and practical questions.

## Nonprofit and community

Volunteers, events, donors, grants and the people your services exist for.

- [Volunteer Registration & Matching Agent](https://synconai.com/ai-agents/volunteer-registration-and-matching-agent) (Coming soon, talks to customers): Registers new volunteers in a website chat and matches each one to open roles and shifts.
- [Event Registration Concierge](https://synconai.com/ai-agents/event-registration-concierge) (Coming soon, talks to customers): Answers event questions, registers attendees as Campaign Members, records dietary and access needs.
- [Volunteer Shift Reminder & Backfill Agent](https://synconai.com/ai-agents/volunteer-shift-reminder-and-backfill-agent) (Coming soon, talks to customers): Reminds volunteers before shifts, accepts cancellations by text or WhatsApp reply.
- [Donor Thank-You & Stewardship Agent](https://synconai.com/ai-agents/donor-thank-you-and-stewardship-agent) (Coming soon, runs in the background): Reacts to each new gift, drafts a personal thank-you from the donor's history, flags major gifts, and schedules the follow-up.
- [Grant Deadline Tracker Agent](https://synconai.com/ai-agents/grant-deadline-tracker-agent) (Coming soon, runs in the background): Watches grant report deadlines, alerts the owner at 30, 14 and 7 days, checks which required measures have recorded results.
- [Beneficiary Intake Agent](https://synconai.com/ai-agents/beneficiary-intake-agent) (Coming soon, talks to customers): Runs a calm, short intake conversation for people seeking help from a community service.
- [Impact Report Writer Agent](https://synconai.com/ai-agents/impact-report-writer-agent) (Coming soon, works with your team): Pulls program outcomes, participation and gift totals from Salesforce and drafts board, funder or public impact reports.

## Admin, data and platform

Keep Salesforce data clean, answer from approved reports, and connect outside assistants safely.

- [Duplicate Detector & Merge Assistant](https://synconai.com/ai-agents/duplicate-detector-and-merge-assistant) (Coming soon, works with your team): Scans Leads, Contacts and Accounts each week, explains every likely duplicate pair in Slack.
- [Data Quality Coach Agent](https://synconai.com/ai-agents/data-quality-coach-agent) (Coming soon, works with your team): Finds records with missing fields, asks each record owner in Slack for the value, and writes the owner's reply to the record after validating it.
- [Report & Dashboard Q&A Agent](https://synconai.com/ai-agents/report-and-dashboard-qa-agent) (Coming soon, works with your team): Lets leaders ask for a business number in Slack and get the answer with an as of time and the report link.
- [MCP-Connected Agent](https://synconai.com/ai-agents/mcp-connected-agent) (Coming soon, works with your team): Publishes two governed Salesforce tools on a Salesforce hosted MCP server so an outside AI assistant can look up an account and create a support case, and nothing else.
- [Multi-Agent Concierge](https://synconai.com/ai-agents/multi-agent-concierge) (Coming soon, talks to customers): One front door that verifies the customer once and hands them to the right specialist agent for orders, bookings or quotes.

## FAQ

### What is an Agentforce agent?

An Agentforce agent is an AI agent that runs inside Salesforce. It understands a request in plain language, decides which approved action to take, and carries it out on your Salesforce records: booking a visit, routing a case, drafting a quote. It works with your customers in chat, voice or messaging, or with your own staff in Slack and the Salesforce apps, or in the background on a trigger.

### Which agents can I see working today?

The agents marked Live demo have a film of a real run on a Salesforce org, with the conversation and the records it created. The others are marked Coming soon: each has a full brief and is being built to the same standard, one at a time.

### Can you build an agent that is not in the catalog?

Yes. The catalog shows the agents we have designed in depth, but most engagements start from a task the client already has. We scope the agent, the actions it needs and the rules it must follow with you before anything is built.

### What do you need from us to get started?

Agentforce enabled in your org, the Salesforce products the agent works with, and the rules only you can supply: your wording, your thresholds, who approves what and where escalations go. Each agent page lists exactly what that agent needs.

### How do you stop an agent making things up?

Agents read facts from Salesforce through approved actions and repeat them exactly; they never quote prices, dates or policy from memory. Each agent has written rules for what it may never do, and those rules are tested by replaying conversations before every release.

### How long does it take to get an agent live?

It depends on your org and on the rules the agent has to follow. We scope it with you on a call and give you a fixed plan before work starts.

## Contact

Talk to an architect: https://synconai.com/contact-us