{"id":10974,"date":"2025-12-29T21:06:40","date_gmt":"2025-12-29T13:06:40","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=10974"},"modified":"2025-12-29T21:06:41","modified_gmt":"2025-12-29T13:06:41","slug":"ai-agent-for-small-business","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/ai-agent-for-small-business\/","title":{"rendered":"What Is an AI Agent For Small Business?\u00a0"},"content":{"rendered":"\n<p>Are you using an <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/\">artificial intelligence (AI)<\/a> agent for your small business? If not, why not try one out. AI agents are all the rage as we see entrepreneurs training these digital partners to keep tasks on track, boost customer service, and make daily operations smoother.\u00a0<\/p>\n\n\n\n<p>Owning a <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/what-is-an-smb\/\">small or medium-sized business (SMB)<\/a> is no small feat. According to the Small and Medium Business Trends Report, over <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">58% of SMBs already use AI<\/a> to simplify their operations and deliver more personalised customer experiences. An <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/what-are-ai-agents\/\">AI agent<\/a> is more than just a tool \u2014 it\u2019s a partner in your growth. Let\u2019s explore how it can become a vital part of your business.<\/p>\n\n\n\n<p><strong>What we\u2019ll cover:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#h-what-is-an-ai-agent-for-small-business\">What is an AI agent for small business?<\/a><\/li>\n\n\n\n<li><a href=\"#h-benefits-of-using-an-ai-assistant-for-smbs\">Benefits of using an AI assistant in small businesses<\/a><\/li>\n\n\n\n<li><a href=\"#h-key-features-of-small-business-ai-agents\">Key features of AI agents<\/a><\/li>\n\n\n\n<li><a href=\"#h-spotlight-on-agentforce\">Spotlight on Agentforce 360<\/a><\/li>\n\n\n\n<li><a href=\"#h-real-world-examples-of-ai-assistants-for-smbs\">Real-world use cases of AI agents for SMBs<\/a><\/li>\n\n\n\n<li><a href=\"#h-challenges-and-limitations-for-ai-agents\">Challenges and limitations of AI agents<\/a><\/li>\n\n\n\n<li><a href=\"#h-the-future-of-ai-assistants-in-small-business\">The future of AI agents in small business<\/a><\/li>\n\n\n\n<li><a href=\"#h-take-the-next-step-with-ai-and-salesforce\">Take the next step with Agentforce 360<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-an-ai-agent-for-small-business\">What is an AI agent for small business?<\/h2>\n\n\n\n<p>An <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">AI agent<\/a> for small business is an intelligent technology partner that handles routine tasks, offers insights, and connects to your customers. AI agents use technologies like <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/natural-language-processing-basics\/get-to-know-natural-language-processing\" target=\"_blank\" rel=\"noreferrer noopener\">natural language processing (NLP)<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/what-is-machine-learning\/\">machine learning<\/a>, and <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/what-is-predictive-analytics\/\">predictive analytics<\/a> to keep operations smooth, automate workflows, personalise marketing, forecast sales trends, optimise inventory, and provide real-time customer support.<\/p>\n\n\n\n<p>For example, <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/ai-crm\/\">Salesforce\u2019s AI-powered customer relationship management (CRM<\/a>) helps to get your customer data ready for AI. It manages customer inquiries, schedules meetings, and predicts sales trends. For example, if a customer asks about an order, the AI agent can check inventory, provide updates, and even suggest related products. It can also analyse sales data to forecast demand and helps your sales team prioritise leads.<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer\">\n\t<div>\n\t\t\n\n<div class=\"alignfull wp-block-salesforce-blog-section-heading\">\n\t<h2 class=\"wp-block-salesforce-blog-section-heading__title\">\n\t\t\t\tSection Title\t<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__featured-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/smb-make-enterprise-level-impact\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/11\/TSK-38211_REPUB_Your_Small_Business_Can_Compete_With_Large_Rivals.png?w=150&amp;h=84 150w\" alt=\"Illustration of a small business compared to a big enterprise on a computer with tools.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\t6 Small Business Growth Strategies For 2026\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__supporting-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/agentforce-for-small-business\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/01\/TSK-39419_What_Is_Agentforce_For_SMB_v3-1.jpg?w=150&amp;h=84 150w\" alt=\"Illustration showcasing Agentforce for small business by Salesforce\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tWhat is Agentforce for Small Business?\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/types-of-ai-agents-to-grow-your-business\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/Stage-1-1.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/Stage-1-1.png 512w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/Stage-1-1.png?w=300&amp;h=160 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/Stage-1-1.png?w=150&amp;h=80 150w\" alt=\"Illustration showcasing AI agents used for small business productivity.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\t5 Types of AI Agents To Grow Your Business\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/hyper-personalized-customer-experience-for-startups\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg?w=768&amp;h=431 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg?w=1024&amp;h=574 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Hyper-Personalized-SMB.jpg?w=150&amp;h=84 150w\" alt=\"Illustration of a hyper-personalised experience for customers in a floating digital icon and phone around two people.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tStartups: Create a Hyperpersonalised Customer Experience\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-using-an-ai-assistant-for-smbs\">Benefits of using an AI assistant for SMBs<\/h2>\n\n\n\n<p>So, what can an AI assistant for your small business do for you? Here are the key benefits:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-increase-your-efficiency-nbsp\">Increase your efficiency&nbsp;<\/h3>\n\n\n\n<p>Automating tasks like scheduling, responding to customer questions, and managing data saves time. With AI agents working 24\/7, you won\u2019t miss opportunities, even when you\u2019re off the clock. <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">85% of SMB sales teams using AI report better time management<\/a> and more accurate sales forecasts. Imagine how much easier things could be with AI by your side.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-keep-costs-down\">Keep costs down<\/h3>\n\n\n\n<p>AI helps you reduce the need for extra hands for routine work. It keeps costs down. Over <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\">60% of SMB desk workers already use or plan to use generative AI (Gen AI)<\/a>, showing how AI can help you get more done without overstaffing. The savings can be reinvested in<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/marketing\/\"> marketing<\/a> or new product development.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improve-your-customer-service\">Improve your customer service<\/h3>\n\n\n\n<p>AI analyses customer interactions and responds with personalised messages. It\u2019s like having an always-open customer service department. In fact, <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">80% of customers value their experience with a company as much as the products or services<\/a> they buy. AI can pick up on changes in a customer\u2019s buying habits and send them special offers. With<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/service\/\"> AI assisting you in customer service<\/a>, you can deliver top-notch support.<\/p>\n\n\n\n<div class=\"layout-eleven wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong>Build a loyal customer base with smarter, faster service solutions<\/strong>.<\/h2>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/small-business\/service\/\">Try it for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-eleven.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration-left\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-left-layout-eleven.png\" alt=\"\">\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\n\t<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhance-your-decision-making\">Enhance your decision-making<\/h3>\n\n\n\n<p>AI provides real-time insights that help you make better decisions. You can see which products are trending or which <a href=\"https:\/\/www.salesforce.com\/ap\/marketing\/campaigns\/\">marketing campaign<\/a> is working best. <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\">71% of SMB marketing teams use AI to turn data into action<\/a>. If you want to learn more about making data-driven decisions, check out the <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/benefits-of-crm\/\">benefits of CRM<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scale-your-small-business\">Scale your small business<\/h3>\n\n\n\n<p>As your business expands, your AI agent grows right alongside it. It adapts to handle more customers and complex processes. For example, you can upgrade your <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/starter\/\">Starter Suite<\/a> to <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite <\/a>to get AI features for your business. And, you can activate <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Foundations<\/a> to get <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Agentforce<\/a> at any time.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d3ea57dd592&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d3ea57dd592\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2024\/12\/AF-BEN-blog-1.png\" alt=\"\" class=\"wp-image-121221\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-small-business-ai-agents\">Key features of small business AI agents<\/h2>\n\n\n\n<p>To get the most out of a small business AI assistant, look for these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Task automation: <\/strong>AI agents handle repetitive tasks like setting up meetings or sending follow-up emails. <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">90% of SMB marketing teams use AI to automate customer interactions<\/a>, giving you more time to focus on building relationships.<\/li>\n\n\n\n<li><strong>Personalised marketing:<\/strong> <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">87% of SMBs use AI for personalise<\/a>d<a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\"> experiences<\/a>, leading to happier customers. AI tailors customer interactions based on their needs and past behaviour. This means delivering messages that resonate, even with hundreds of customers.\u00a0<\/li>\n\n\n\n<li><strong>Operations management:<\/strong> AI tools assist in streamlining operations by automating workflows and optimising team collaboration. You can prioritise your tasks, optimise workflows, and help your teams focus on high-priority work and ensuring projects stay on track<\/li>\n\n\n\n<li><strong>Data analytics and reporting:<\/strong> AI can analyse customer data and offer insights across various analytics, like tracking account activity or identifying key sales opportunities.. In fact, <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/smb-trends\/\" target=\"_blank\" rel=\"noreferrer noopener\">88% of SMB marketing teams use AI for data integration<\/a>, gaining a clearer view of customer behaviour.<\/li>\n\n\n\n<li><strong>Integration:<\/strong> AI agents work well with your <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/\">CRM<\/a> and other tools, making the shift to AI-powered processes smooth. When you connect AI with <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">Slack<\/a>, a messaging platform designed for team communication and collaboration, your team stays connected no matter where they are.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-spotlight-on-agentforce-360\">Spotlight on Agentforce 360<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Agentforce<\/a> is Salesforce\u2019s agentic layer that brings AI directly into your <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/\">CRM<\/a>, automating tasks, analysing data, and personalising customer interactions. Agentforce agents analyse data, build plans, and execute them in real time.\u00a0 It allows you to have conversations with your data, making it easier to gain insights and take action. It can operate autonomously across various platforms like self-service portals and messaging channels, handling tasks proactively within set guardrails.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"What Is Agentforce and How Businesses Use AI Agents | Dreamforce 2024\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/irdNqlytsLc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-real-world-examples-of-ai-assistants-for-small-businesses\">Real-world examples of AI assistants for small businesses<\/h2>\n\n\n\n<p>AI agents are changing businesses across various industries. Here\u2019s how they\u2019re making a difference:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Retail virtual agents:<\/strong> <a href=\"https:\/\/www.salesforce.com\/ap\/retail\/\">An AI agent for retail<\/a> answers customer questions, and suggests products. Imagine an online store where AI recommends products to shoppers based on their past purchases \u2014 no extra staff needed, just better results.<\/li>\n\n\n\n<li><strong>Healthcare AI tools:<\/strong> <a href=\"https:\/\/www.salesforce.com\/news\/stories\/life-sciences-cloud-ai-availability\/\">Health and Life Sciences AI agents<\/a> help with scheduling, patient follow-ups, and collecting feedback, freeing up your team to focus on patient care. It manages appointment bookings and reminders, leading to better experiences.<\/li>\n\n\n\n<li><strong>Service industry chatbots:<\/strong><a href=\"https:\/\/www.salesforce.com\/ap\/service\/ai\/customer-service-ai\/\">AI for customer service<\/a> speeds up response times, and boosts client satisfaction. Whether you\u2019re in real estate, hospitality, or professional services, AI handles inquiries and bookings fast.<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-sixteen wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Winning with Agentforce<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Find out how Agentforce 360 helped <br>Rara Avis automating tour enquiries 24\/7 to enhance customer experience and scales for global reach.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/customer-stories\/rara-avis-travel\/\">See more<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-sixteen.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-sixteen.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration-left\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-left-layout-sixteen.png\" alt=\"\">\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-sixteen.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-challenges-and-solutions-for-ai-agents\">Challenges and solutions for AI agents<\/h2>\n\n\n\n<p>As you begin this journey into AI agents, there are a few things to keep in mind when it comes to challenges (and we\u2019ve supplied the solutions for you):<\/p>\n\n\n\n<p><strong>Challenge #1:<\/strong> Getting an AI agent up and running can take some time, especially when it comes to training. Your team may struggle initially with the steep learning curve and might need ongoing support to effectively use AI<br><strong>Solution #1: <\/strong>With <a href=\"https:\/\/www.salesforce.com\/ap\/communities\/\">support<\/a>, the <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/ai-tools-for-small-business\/\">right tools<\/a>, and some guidance, the process becomes simple. Salesforce provides you with all that to help you understand how to work alongside AI tools on <a href=\"https:\/\/trailhead.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Trailhead<\/a>, Salesforce\u2019s learning platform.<br><strong><br>Challenge #2:<\/strong> Integrating AI agents with existing systems and workflows can be complex, particularly in organisations with diverse and legacy systems. Compatibility issues, data migration problems, or software bugs may disrupt workflows.<br><strong>Solution #2:<\/strong> Salesforce offers <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/crm-integration\/\">integration capabilities<\/a> to ensure seamless connectivity between AI agents and existing systems. You can conduct thorough planning and mitigate business challenges to ensure smooth workflows.<\/p>\n\n\n\n<p><strong>Challenge #3:<\/strong> When AI handles customer data, keeping it safe and following privacy rules is crucial. Concerns about data security and privacy can lead to hesitation in adopting AI technologies.<br><strong>Solution #3: <\/strong>Salesforce helps protect sensitive information while letting you make the most of AI. With features like <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/trusted-ai\/\">zero data retention<\/a> and protection measures, Salesforce ensures that customer data is handled securely and in compliance with privacy regulations.<\/p>\n\n\n\n<div class=\"layout-five wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Get Salesforce. FREE for small businesses.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Connect sales, service, and analytics on one platform. Save time, stay\u00a0organised, and fuel growth with the CRM that scales for small teams.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">Try it for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-five.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-five.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-five.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-future-of-ai-agents-in-small-business\">The future of AI agents in small business<\/h2>\n\n\n\n<p>AI\u00a0 is evolving rapidly, and it\u2019s an exciting time for you to get involved. According to the AI Connected Customer Report, <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-the-connected-customer\/\" target=\"_blank\" rel=\"noreferrer noopener\">24% of customers expect AI to match human capabilities in the next five years<\/a>. Here\u2019s what you can expect to see soon:<\/p>\n\n\n\n<p>AI tools are going to get even smarter. They\u2019ll provide deeper insights and learn to adapt to your unique business needs. It can help you spot trends before they fully emerge, keeping you one step ahead of the competition.<\/p>\n\n\n\n<p>As AI technology continues to become more embedded in our tools, more SMBs will embrace their benefits. The rise of <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/what-is-generative-ai\/\">generative AI (GenAI)<\/a> for streamlining operations is already impressive, and the results speak for themselves. If you\u2019re looking for ways to get started with AI, check out our guide on <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/ai-for-small-business\/\">AI for SMB<\/a>.<\/p>\n\n\n\n<p>AI has the potential to open up new avenues for revenue, such as subscription services or <a href=\"https:\/\/www.salesforce.com\/ap\/hub\/crm\/tools-your-startup-should-be-using\/\">digital tools<\/a>. Many successful businesses are customising AI tools to fit their specific needs, which helps them achieve outstanding results. This could be your chance to rethink your approach and explore innovative ways to expand. Right now, <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/small-business-statistics\/\">small business leaders are strategising with AI, data, and CRM<\/a>, and you\u2019re a part of a history in the making.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Webinar: Small Business Innovation from Dreamforce 2025<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Salesforce has tools for every small business looking to grow. From marketing, sales, service, and more. Join us as we explore the latest and greatest tools and strategies straight from Dreamforce \u2013 all to empower your growth business today.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/form\/events\/webinars\/form-rss\/5147222\">Register now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg 960w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step-with-an-ai-agent-for-your-small-business\">Take the next step with an AI agent for your small business<\/h2>\n\n\n\n<p>AI agents for SMBs are prepping your future \u2014 they&#8217;re partners that help you grow and streamline your business. By adopting AI, you can automate tasks, make better decisions, and focus on what matters.<\/p>\n\n\n\n<p>Start your journey with the <a href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">Starter Suite<\/a> today. Looking for more customisation? <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Explore Pro Suite<\/a>. Already a Salesforce customer? <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Activate Foundations<\/a> and try out Agentforce today.<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Check out the many benefits, features, and future of AI assistants for small business owners.<\/p>\n","protected":false},"author":130,"featured_media":10973,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"127b2442cd514a66beba7059AP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[26,23],"sf_content_type":[707],"coauthors":[685],"class_list":["post-10974","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-small-business","sf_topic-artificial-intelligence","sf_content_type-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What Is an AI Agent For Small Business? 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