Salesforce introduced two new fully autonomous AI sales agents: Einstein Sales Development Rep (SDR) Agent and Einstein Sales Coach Agent to help sales teams accelerate growth. The new autonomous sales agents can be quickly set up on Salesforce’s Einstein 1 Agentforce Platform using no-code actions, workflows, and pre-built templates infused with Salesforce’s proven selling best practices. Using Salesforce Data Cloud, customers can further enhance generative models by uploading relevant external information such as existing selling and training documents, leading to more accurate, relevant, and contextual outputs from the agents. Both agents leverage the Einstein Trust Layer to ensure secure, trusted responses
Einstein SDR Agent autonomously engages with inbound prospects to nurture pipeline 24/7. Unlike chatbots that can only answer specific programmed questions, Einstein SDR Agent makes decisions and prioritizes actions that align with the desired outcomes and analyzes a prospect’s question to autonomously determine what to do next — whether that’s answering product questions, handling objections, or scheduling a meeting. Each response is trusted, accurate, and personalized because it is grounded in a company’s CRM and harmonized external data using Agentforce’s retrieval augmented generation (RAG) service. Einstein SDR Agent seamlessly transitions leads to sellers and can handle multiple leads at once, across channels, and in various languages
Einstein Sales Coach Agent coaches sellers by autonomously facilitating role-plays, tailored to each deal, providing personalized and objective feedback afterward. During the role-play, Einstein simulates a buyer, using generative AI to convert text into speech. Einstein uses RAG to emulate how a buyer might respond, grounding every response in relevant information stored in Salesforce — such as information on the deal, account, and previous correspondence with that customer. This means sellers can practice pitching, handling objections, or negotiating before meeting with real customers
Source: Salesforce
