Sales AI agents for Salesforce

• Coming soon

  Meeting Prep Brief Agent

  Gives a rep a one-page brief for an upcoming meeting from Slack or the Salesforce Employee Agent panel.

  • Agentforce
  • Sales Cloud
  • Service Cloud

  • Slack
  • Salesforce

  Works with your team
• Coming soon

  Pipeline Hygiene Agent

  Finds unhealthy opportunities each weekday, asks each owner in Slack to fix them.

  • Agentforce
  • Sales Cloud

  • Slack

  Works with your team
• Coming soon

  Inbound Lead Triage Agent

  Scores new web leads with a fixed rule table, summarizes them, routes them by territory.

  • Agentforce
  • Sales Cloud

  • Slack
  • Email
  • In the background

  Runs in the background
• Coming soon

  Post-Meeting Follow-up Agent

  Turns a rep's dictated note or pasted transcript into proposed record updates, follow-up tasks and an email draft.

  • Agentforce
  • Sales Cloud

  • Slack
  • Mobile app

  Works with your team
• Coming soon

  Renewal Radar Agent

  Watches contract end dates, creates one renewal opportunity per contract inside the 120 day window, rates renewal risk with a fixed rule.

  • Agentforce
  • Sales Cloud
  • Service Cloud

  • Slack
  • Email
  • In the background

  Runs in the background
• Coming soon

  Quote Request Agent

  Builds a quote from a rep's Slack request, checks the discount against policy and routes it for approval.

  • Agentforce
  • Sales Cloud
  • Revenue Cloud

  • Slack
  • Salesforce

  Works with your team
• Coming soon

  Win/Loss Analyst Agent

  Interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends.

  • Agentforce
  • Sales Cloud

  • Slack

  Works with your team
• Coming soon

  Prospect-to-Offer Matching Agent

  Matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights.

  • Agentforce
  • Sales Cloud
  • Data 360

  • Slack
  • Salesforce

  Works with your team

Need the platform set up or fixed first? See our Salesforce Sales Cloud consulting.

• What is a sales AI agent?

  A sales AI agent is an Agentforce agent that works in Sales Cloud and Slack. It prepares reps for meetings, triages and routes inbound leads, keeps the pipeline honest and drafts the follow-up work, using only actions you approve. SynconAI builds 8 of them for teams across the United States, Australia and globally.

• Which sales AI agents does SynconAI build?

  Meeting Prep Brief Agent, Pipeline Hygiene Agent, Inbound Lead Triage Agent, Post-Meeting Follow-up Agent, Renewal Radar Agent, Quote Request Agent, Win/Loss Analyst Agent, Prospect-to-Offer Matching Agent.

• Do you build sales AI agents for teams in the United States, Australia and other countries?

  Yes. Client ownership sits in the United States and in Australia, and we deliver globally from Delaware and Sydney under the same architects. Each agent is built in your own Salesforce org.

• Can I see one working?

  Not in this area yet. These agents are designed in full and coming soon; the live demos in the library show the standard they are built to.

• Can you change an agent to fit our process?

  Yes. Every agent is configured to your rules, your wording and your data, and we can build one that is not in the library.