AI Agent Creators: How to Choose the Right Platform in 2026
Learn what an AI agent creator is, how to choose one that’s business-ready, and how to use an AI builder to drive value across your entire organisation.
Learn what an AI agent creator is, how to choose one that’s business-ready, and how to use an AI builder to drive value across your entire organisation.
AI has come a long way from scripted chatbots and single-task process automation. We’re now in the era of AI agents that can think for themselves and automate multi-step processes with minimal human input. As per our latest State of IT: AI and App Development Report, 82% of IT leaders are already using agentic AI or plan to within two years.
Source: Salesforce, State of IT: AI and App Development Report
But safely unlocking the potential of agentic AI requires more than standalone prompts. To build intelligent agents that can think critically and act autonomously in business environments, you need an AI agent builder that connects to your data, enforces guardrails, and lets you customise every element of agent behaviour.
In this guide, we’ll show you how AI agent builders work and what to look for in a platform to ensure your agents are safe, scalable and the right fit for your growing business.
Transform the way work gets done across every role, workflow and industry with autonomous AI agents.
An AI agent creator is a platform for building and deploying autonomous AI agents that can think, plan and act within business systems. The right solution will give you a framework to define what your AI agent can do, what tools it can access and use, and what rules it needs to follow to run safely within your workflows.
The exciting part about AI agent creators is that they’re often no- or low-code, which means teams with no experience can configure the agent without coding everything by hand. Advanced agent builders like Agentforce also offer richer integrations, visible logic, and developer tools for deeply autonomous agents. Here’s a quick peek at how it works:
What Is Agentforce and How Businesses Use AI Agents | Dreamforce 2024
When we imagine AI in business, we tend to picture an LLM drafting up a client email reply after a human rep pastes in a prompt. We oversee the process, and AI completes one step.
AI agent builders take these capabilities to the next level by letting you deploy effective agents that handle the entire workflow autonomously – not just a single component. Now, instead of a human asking a model to draft up an email, an agent can:
It’s all handled automatically within the guardrails you set in your creation platform. It’s a bit like having a dedicated employee: The agent is great at its role, sticks to the rules, and can even think on its own and use tools to improve its work.
This redefines the modern enterprise and frees up time for your teams to focus on the high-value stuff, like delivering first-class customer experiences.
Eighty-three per cent of IT and development leaders agree that AI agents will be central to business operations, but 69% say they lack the resources to build those AI agents themselves. An AI agent creator bridges the gap between advanced AI and the expertise needed to deploy it, democratising the ability to become a truly agentic enterprise.
Source: Salesforce, State of IT: AI and App Development Report
What is an Agentic Enterprise and How to Become One
But that’s not the only way an AI agent framework can benefit your business. Here are six other ways an AI agent builder can help you scale automation safely and effectively:
| Benefit | Why it matters for your business |
|---|---|
| Workflow automation | An AI agent creator lets you automate multi-step agentic workflows, not just one-off processes. It can think, plan, choose the next best action, and hand off to an agent or human, all while staying within your guardrails. |
| Reduced costs | By automating repetitive admin work, agents reduce manual effort so you can scale rapidly without adding headcount or additional expertise. |
| Improved productivity | Agents can monitor systems and complete routine steps autonomously based on triggers. This gives your teams more time to focus on complex and high-value workflows. |
| Scalable deployments | Once you’ve proven an AI agent use case, you can replicate it across departments and channels without having to rebuild it from scratch each time. Just take the logic, copy it, and tweak it to suit the new application. |
| Personalised building | AI agent builders let you tweak every aspect of an agent’s underlying behaviour to match your data and policies. And, if there’s a behaviour you don’t like, you can tweak it in seconds. |
| Faster iterations | Agent builders let teams get a working first version of an agent faster, giving teams more time to test and iterate and shortening the development feedback loop. |
Most AI agent builders follow a predictable build pattern. You describe the outcome you’re hoping for, the platform turns that into structured building blocks for you to implement, then you add controls, testing and monitoring so the agent stays reliable in production.
A useful way to think about how this works is Topics → Instructions → Actions, with extra layers for logic, testing, and observability. Here’s how it works.
The process starts with defining Topics. This determines the jobs the agent will be responsible for, such as “lead qualification”, “order status updates”, “case triage”, or “pricing request”.
Think of this as the top-level roles and boundaries that define what jobs the agent will do and when it should hand off a task that falls outside of its scope.
Instructions outline the policies and guardrails the agent needs to follow. Using natural language, you should be able to define:
This is how you ensure the agent won’t take irreversible actions or complete the wrong task, which means it can operate safely within your organisation.
Actions are the approved moves your agent can make inside your ecosystem, like gathering CRM data or creating a support case. A good AI agent builder will let you configure:
This step ensures the agent can gather context and keep work moving forward while staying within the guardrails you’ve defined.
Instructions are essential guardrails, but they can also stack up quickly as you add edge cases like “never do this” and “before this happens, do that”. The more you have, the easier it is for agents to misinterpret behaviour or make inconsistent decisions.
A structured logic layer solves this by turning those instructions into repeatable decision paths that the agent will follow each time the workflow begins. This lets you define things like:
You’ll usually experience this logic layer in the form of agent scripting. For example, Salesforce’s Agentforce Builder offers Agent Script, which allows users to input natural language and turn it into deterministic, rule-based variables the agent can follow consistently.
Strong AI agent builders also feature a testing layer so you can preview behaviour before the agent goes live.
For example, the simulator in Agentforce Builder lets you run different agent workflows internally and gather granular information about agent behaviour, such as what route it took, what kind of data it gathered, and why it made each decision.
Then, if the behaviour isn’t correct, you can explain this to the conversational AI assistant in natural language. Agentforce Builder will then suggest tweaks to Instructions and the logic layer to ensure the same mistake doesn’t happen twice.
Once you’re ready to deploy, an AI agent creator will let you roll out your new solution safely and maintain visibility as the agent starts operating across live systems.
You should be able to test different versions in a simulated environment, track behaviour over time through dashboards, and roll back changes if something goes wrong. This control will help you continuously refine your agent as workflows and customer expectations evolve.
Find out how much time and money you can save with a team of AI-powered agents working side by side with your employees and workforce. Just answer four simple questions to see what's possible with Agentforce.
Most AI agent frameworks will help you build your first agent fast, but the real test comes when you need to connect real systems and keep behaviour predictable as Topics, Instructions, and Actions grow in a messy business environment.
With this in mind, choosing an AI agent platform is less about “which demo looks the best” and more about “which platform will give me the control I need to run agents safely at scale”.
Here’s a guide on what to look for.
A strong AI agent builder should offer a way for non-technical teams to configure the workflow without coding everything by hand. Eighty per cent of IT organisations are already using tools like this to build faster and better apps, but we’re also seeing how low- and no-code agent builders can accelerate the agent design process without sacrificing granular control.
Source: Salesforce, State of IT: AI and App Development Report
Drag-and-drop interfaces, visual builders and natural language prompting let more stakeholders contribute to the development process. They also prevent quick fixes and vital iterations from getting bottlenecked in a development queue.
An AI agent platform may be able to create one polished agent, but most businesses need a fleet, not a lone operator. As per our 2026 Mulesoft Connectivity Benchmark Report , agentic organisations already run an average of 12 agents, and that’s set to surge 67% by 2027.
Source: Salesforce, 2026 MuleSoft Connectivity Benchmark Report
Look for an AI agent creator that supports multi-agent orchestration so agents can interact and collaborate to solve problems without getting in each other’s way. The best platforms provide a clear logic framework to support coordination, with clean handoffs and shared context, so every agent knows what’s already happened and what should happen next.
Agents can only do work for you if they can access and take action within the tools you already run, such as your CRM, databases, payment systems, and internal APIs.
You’ll want a strong integration ecosystem that covers your core systems out of the box. On top of this, look for read/write access so the agent can update records automatically, along with granular permissions so you can control what the agent can do within a system.
A production-grade agent creator should make it easy for agents to pull relevant records and knowledge when making decisions. On the flipside, you should also be able to restrict which sources each agent can use.
Look for a platform that connects agents to your trusted data sources, such as CRM records and knowledge bases, along with a clear permission system so you can control what an agent can and can’t access.
The main benefit of AI agents is that they can take action autonomously, but this freedom can quickly become a risk without clear guardrails. A strong AI agent builder should let you set your own controls so agents only act within approved boundaries.
For instance, approval workflows and escalation policies will ensure the agent knows when it can take action and when it should pause for a human. Clear error-handling rules and cost controls (such as caps for usage) also help agents operate safely and within budget.
If you aren’t sure why your agent is making a specific decision, it’s untrustworthy. AI agent builders should give you visibility into the agent’s behaviour and let you fine-tune the underlying logic to avoid repeated errors.
Choose platforms that offer clear audit logs that show an overview of where a workflow ran, what data the agent pulled, and what actions it attempted at each stage. You’ll also want a dashboard that tracks success and failure rates, and time saved so you can prove ROI.
Lastly, you need deeply embedded security by design. AI agents touch sensitive systems and handle customer data. If you can’t enforce guardrails, a single mistake can turn into a serious compliance or reputational issue. This is one of the reasons why 79% of leaders believe AI agents introduce new security challenges.
Source: Salesforce, State of IT: Security
A strong AI agent development platform should support encryption, role-based access, audit logs, and compliance with the regulatory standards your organisation operates under. This will keep everything secure while allowing you to maximise the benefits of AI agents without taking on unforeseen risk.
Once you have a custom AI agent creator that links to your systems, grounds itself in your data, and operates within your guardrails, the potential applications become nearly endless. The only decision remaining is where to get started.
A good rule of thumb is to begin with the areas where time is being lost to repetitive work. A revealing 41% of desk workers’ time is wasted on low-value admin, and 70% of a sales rep’s day is spent on non-selling tasks. Automating even a few core areas can massively free up time for high-value workflows like making agile decisions and personalising customer experiences.
Source: Salesforce, State of IT: AI and App Development Report
Below, we’ve outlined a range of potential applications you can use for inspiration.
Sales is a natural fit for agents because it’s full of tedious admin tasks that follow repeatable patterns (especially at the top of the funnel). Here are some ways an agent can help:
Each of these sales automation tasks can be handled autonomously by an agent, helping to keep work moving without requiring constant rep oversight.
To find out more, see how Salesforce’s ANZ team used Agentforce to increase lead volume by 36% and spend 40% less time qualifying website leads.
Agentforce is transforming web discovery and lead nurture for Salesforce in ANZ
Customer support is a strong fit for agents because many common requests are easily solvable, and the point at which a human needs to get involved is usually obvious. Here are some ways you could implement an agent to provide a better customer experience:
With customer service reps currently only spending 39% of their time helping customers, agents offer a vital bridge to reduce admin and free up more time for deeper relationship building. Watch the video below to see how Salesforce used Agentforce to transform customer service and give reps the space to focus on complex customer cases.
How Salesforce transformed customer service with Agentforce
In marketing, AI agent platforms can do a lot more than draft up an email. A multi-agent system can surface marketing insights, track competitors, and even orchestrate entire campaigns based on business data. Here are some examples to try out:
While only 13% of marketers have made the leap to agentic AI, our research shows high-performing marketers are nearly twice as likely as underperformers to use marketing AI agents. The door is still open for teams to get ahead by adopting agents early.
For more inspiration, take a look at how businesses can use Agentforce to create first-rate email marketing campaigns:
How to Use Agentforce to Create Marketing Email Campaigns | Salesforce Explained
An AI agent creator will never replace HR and recruiting specialists, but it can automate much of the busywork that takes up employee time. Here are some examples:
Seventy-two per cent of hiring managers expect AI to have a positive or neutral impact on the hiring process. Handling routine tasks frees up time for judgment-based work, such as building relationships and making fair decisions, that only a human could complete.
Source: Salesforce, State of IT: AI and App Development Report
Agentforce Builder offers a highly customisable way to build, iterate, and deploy custom AI agents with full control over topics, instructions, actions, and guardrails.
When you get started with the platform, you can choose from various prebuilt agent templates for common tasks like order management or build an AI agent entirely from scratch through natural language. From there, you can tweak the instructions, set guardrails, and create new actions, all by conversing with the AI assistant.
Source: Agentforce Builder
Once you have a basic framework in place, you can seamlessly connect your agent to your Salesforce CRM data, APIs, knowledge articles, and external sources, giving agents the context to make more accurate decisions and take action reliably in complex use cases.
A key benefit of Agent Builder is that it gives you insight into every aspect of your agent’s decision-making. You can run a simulation and see what led to each decision and why. Then, if you need to tweak a behaviour, you can converse with the AI assistant in natural language. The assistant will then detect intent and suggest tweaks to the underlying logic.
With no ambiguity, businesses gain complete control over every element of their agent’s behaviour, giving them the confidence to experiment with different use cases and design multi-agent workflows that safely tackle complex business problems.
See how you can create and deploy assistive AI experiences to solve issues faster and work smarter.
As one of Australia’s fastest-growing B2B payment and rewards platforms, pay.com.au had the difficult task of streamlining onboarding and scaling up while deepening customer relationships. To help, pay.com.au turned to Salesforce to unify data and automate more personalised experiences at scale.
To achieve their goal, the brand first unified their account, engagement, and payment data withData 360 to gain a clearer view of customer behaviour. They then used this foundation to build and deploy Agentforce-powered agents that could power personalised rewards experiences and support customer service via live chat.
With Agentforce deeply integrated into Salesforce and our ecosystem, we have a strong foundation which will make it easy for us to innovate.
David WalshHead of Digital, CX and Marketing, pay.com.au
Onboarding was the first workflow to see a measurable improvement. pay.com.au improved their customer verification time from days to hours, which led to a 68% increase in same-day account verifications.
From there, the company’s AI agent analysed customer interactions to infer the offers and rewards they were most likely to care about. These insights were then passed on to the marketing team, helping them move from simple segmentation to a much more adaptive, hyperpersonalised approach.
All in all, these improvements have helped pay.com.au achieve a 5000% increase in their volume of payments since implementing Data 360 and Agentforce into their workflow.
AI agent creators are now the fastest way to move toward agentic AI, but that’s only true if you select a builder that’s designed for production environments. Choose an AI automation platform like you’d choose any vital system: Make a list of things you want, evaluate your options against that criteria, and select a system that will meet your needs now and in the future.
In 2026 and beyond, expect multi-agent environments, deterministic control, and strong governance to become baseline expectations. As this shift happens, it will become increasingly important to choose a platform that can handle real-world use cases and give you complete control over behaviour and decision-making.
Salesforce’s Agentforce Builder provides an end-to-end pathway to build, test, and deploy AI agents with granular, enterprise-grade control. Watch the demo, or talk to an expert today to see how our solution can transform your AI capabilities from simple AI automations to deeply autonomous multi-agent orchestration.
Take a closer look at how agent building works in our library.
Launch Agentforce with speed, confidence, and ROI you can measure.
Tell us about your business needs and we’ll help you to find answers.
Treat your AI agent builder as a constantly evolving system rather than a set-and-forget solution. Use versioning and monitored rollouts to test changes, then review logs to spot any issues that need to be tweaked. When policies change, update your knowledge bases and policy documents so the AI agent is always running off the most recent version of data.
Start with a use case that’s high-volume and repetitive; it should also be one that slows down your workflow. Be sure to pick something that’s low risk, too, at least for your first deployment. The goal of an initial pilot should be to gain a “quick win” with a simple task that has clear success criteria.
That typically depends on how complex the workflow is and how ready your data and integrations are. You can often build a working first version in minutes, but getting that agent to a stage where it’s ready to be released to internal teams or customers can take much longer. It takes a continued process of integrating, securing, testing, and iterating until the agent behaves consistently across your use case.