Small Business AI Agents
Empower lean teams to do more with agents that automate your pipeline, grow your audience, and win fans — allowing your small business to scale efficiently without extra headcount.
Empower lean teams to do more with agents that automate your pipeline, grow your audience, and win fans — allowing your small business to scale efficiently without extra headcount.
Grow revenue with always-on AI agents that that are grounded in your data, automate complex sales, service, and marketing workflows, and expand your capacity to drive bigger results. Explore these features and more in our AI-guided demo.
Stop configuring and start executing. Agentforce Coworker is included in Starter and Pro Suites and ready on day one. It works from your Salesforce data to answer questions, draft follow-ups, and keep records current, so your small team spends less time on admin and more time with customers.
Get an account summary in seconds. Ask in plain language and Coworker pulls together leads, open opportunities, activity, and cases, so you walk into every conversation prepared.
Coworker is on by default and grounded in your data. Ask how to do something in Salesforce and get clear, step-by-step guidance, with your role-based permissions applied automatically.
Manages sales, service, and lead workflows through a simple chat interface—automatically updating records, converting leads, sending personalized emails, and recommending proactive next steps to prevent roadblocks.
Add capacity with a team of AI agents that take on real work across your business without the costs of hiring, onboarding, and managing a bigger team.
Hunts for and engages site visitors in real time 24/7, automatically enriching lead data, scoring prospect intent, and scheduling meetings with top prospects to build a fuller, warmer pipeline without manual entry.
Provides 24/7 customer support by drawing on order history, case history, and company policies to deliver accurate, tailored answers, seamlessly handing off to a rep with full context whenever human intervention is needed.
Build workflows for repeatable account-management tasks as your customer base and processes grow.
Every Salesforce Suite is built to help lean teams execute on their ambition — with the right level of automation, customization, and support for where you are today.
The CRM with turnkey AI that already knows your business. Automate sales, marketing, and service and deliver a great customer experience without the overhead.
The CRM for when your ambitions get more complex — with advanced automation, deeper customization, and the integrations to match.
Have a unique use case? Tell us more about your needs so we can reach out with tailored solutions.
Slackbot may be the fastest-to-value tool Salesforce has ever built, and I've used them all.
Lee WrightVP of Revenue Operations, Tempo
Start fast with built-in AI and everything you need to get going — at no cost.
Not sure where to start? We'll help you figure it out.
See exactly what you're getting before you commit.
AI agents for small businesses are digital teammates that take on specific jobs in your business, such as finding new customers, following up with leads, answering customer questions, or handling routine operations. Unlike basic automation that follows fixed rules, agents can understand requests in plain language, use your business data to make decisions, and take action on your behalf. They work alongside your team, so your people can spend their time on the work that needs a personal touch.
Small businesses use AI agents to cover work they might not have the people or time to do.
Agentforce for Small Business is Salesforce's offering of ready-to-use AI agents, or digital teammates, built for growing companies. It brings together agents like Hunter and Piper with your Salesforce customer data, so each agent works from an up-to-date view of your leads, customers, and conversations. You get agents designed for specific business roles without building or training your own AI from scratch.
Each digital teammate connects to your Salesforce data and is set up for a defined role.
Digital teammates are AI agents that each take on a defined role in your business.
Yes. The agents work from your Salesforce CRM context in real time. Piper, for example, recognizes known leads and logs engagement back to your lead, contact, and account records. Some agents also connect to other systems, such as marketing automation or back-office tools.
You can switch on a digital teammate in your Salesforce org quickly, without a long implementation project. Start with one role, such as following up on leads, and expand as you see results.
Digital teammates come in packaged offers with upfront pricing, so you know what you're paying before you start. Capabilities are bundled by product, and pricing varies by agent and plan. See the pricing page or contact sales for details.