Agentforce for Small Business

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.

Hand off the busywork, keep the customer relationships

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.

Abstract UI screen on white background.

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.

Abstract UI screen on white background.

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.

Abstract UI screen on white background.
Abstract UI screen on white background.
Abstract UI screen on white background.
Abstract UI screen on white background.

Same headcount, bigger results

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.

Graphic with text that says "Over 100 automatic data fixes by AI agents" on purple background.

Slackbot may be the fastest-to-value tool Salesforce has ever built, and I've used them all.

Lee Wright
VP of Revenue Operations, Tempo

AI Agents for Small Businesses FAQs

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.

  • Sales: Hunter researches prospects and builds new pipeline through outbound outreach. Piper responds to website visitors, follows up on and nurtures existing leads, and helps schedule meetings.
  • Customer service: Agents such as Fin and Casey answer common questions and resolve support requests at any hour.
  • Operations and internal support: Agents such as Marshall and Paige help with back-office work like supply chain, IT, and HR requests.

    Most teams start with one role, such as lead follow-up, and add more agents as they see results.

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.

  1. You choose the agent for the job you want done, such as Piper for lead follow-up or Hunter for outbound prospecting.
  2. You set the guidelines for how the agent should behave and when to involve your team.
  3. The agent uses your CRM context, such as lead, contact, and account information, to work on its own. It also logs its activity back to your Salesforce records.
  4. Your team steps in when a conversation needs a human, and you can review results and adjust as you go.

    Because the agents run on the same platform as your customer data, there's no need to stitch together separate tools.

Digital teammates are AI agents that each take on a defined role in your business.

  • Hunter builds outbound sales pipeline.
  • Piper engages inbound leads and web visitors and schedules meetings.
  • Fin and Casey handle customer experience and service, answering and resolving support inquiries.
  • Marshall automates operations work, such as supply chain.
  • Paige supports IT and HR needs.

    Each works alongside your team, so people can focus on higher-value work.

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.