Agentforce Service Portal

Boost self-service resolution and reduce costs with the only customer service portal powered by Agentforce. Connect customers faster to the right answers with built-in AI agent support, generative AI, and automation. Deliver a unified portal and Agentforce experience that adapts to real-time customer data — providing personalized, 24/7 self-service.

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#1 Best Customer Self-Service Software | 2025

Deliver accurate, personalized responses with AI.

AI for Service Portal

Turn self-service into a concierge experience that reduces clicks to resolution. With Quick Chat, customers can highlight text within a knowledge article to instantly generate relevant answers — or ask questions directly based on the content they’re viewing. It's a conversational UI that transforms static portals into personalized support, helping customers before they turn to a human or AI agent.

A portal showing a customer highlighting text then getting relevant answers.

Improve self-service resolution and decrease contact center volume with AI-powered knowledge articles. Display AI-generated article summaries at the top of every page to help customers spend less time resolving issues. If customers still have questions, skip the hassle of searching through FAQs by surfacing instant, relevant answers in an interactive knowledge article Q&A.

AI powered knowledge articles with AI summaries.

Help customers self-serve faster in a single view with a unified portal and Agentforce experience. If a customer searches for their claims policy, Agentforce will automatically offer support to find the right answer. Then, as the customers engage with Agentforce, the portal will surface the most relevant knowledge article for them to take action in real-time. This improves resolution time, customer satisfaction, and significantly reduces self-service escalations to your team.

A display showing dynamic search answers in the context of a conversation.

Help customers find answers fast by surfacing answers that are grounded in your Knowledge base directly into your Self-Service portal or in a chat with an autonomous AI agent. Save reps time by auto-generating and sharing answers directly in their flow of work.

Answers being shown with search in a knowledge base.
A portal showing a customer highlighting text then getting relevant answers.
AI powered knowledge articles with AI summaries.
A display showing dynamic search answers in the context of a conversation.
Answers being shown with search in a knowledge base.

Connect customers to the right answers faster.

Self-Service Experiences

Improve customer self-service resolutions and reduce costs with a proactive, highly-personalized portal. When a customer logs in, seamlessly sync their profile with Agentforce to deliver a unified portal and AI agent experience that adapts based on real-time conversations, customer data, and behavior. Generate AI-powered search summaries, surface relevant content, and proactively assist customers on resolving their needs with 24/7 Agentforce support.

A dashboard displays a Authenticated Portal with service options

Launch a self-service help center in clicks, not code. Build a branded site where customers can find answers themselves — 24/7 Agentforce support, a searchable knowledge base, and AI-generated summaries that cut through the clutter. Your support team handles fewer tickets, and your customers get instant answers.

A dashboard displays a Help Center FAQ page

Help customers answer commonly asked questions and solve issues themselves with knowledge articles. Seamlessly connect third-party knowledge resources into Salesforce with Enterprise Knowledge on Data 360 to ground AI-generated responses. Reduce the cognitive load on your customer support team — freeing their time to focus on critical cases.

Knowledge article with integrated information from Data Cloud.
A dashboard displays a Authenticated Portal with service options
A dashboard displays a Help Center FAQ page
Knowledge article with integrated information from Data Cloud.

Boost self-service resolutions with 24/7 Agentforce support.

Agentforce for Service

Quickly scale 24/7 Agentforce support with prebuilt topics and actions across use cases. Seamlessly integrate AI agents into your portal to handle topics including order inquiries, online bookings, account management, and more. For example, Agentforce can look up a recent order using the customer’s authenticated data, then use the order number to check the delivery status on their behalf.

Agentforce delivering prebuilt topics and actions in chat.

Agent Builder is the low-code builder for Agentforce that is seamlessly integrated into your Experience Builder for service portals and help centers. Configure an agent using the tools yo already know — Flows, prompt templates, Apex, and APIs. Tell the agent what job you need done. Give it simple instructions and a list of actions it can take. Then test it right in the builder to see how it responds — no engineering team required.

Using Agent Builder to create a Service Agent.

The Atlas Reasoning Engine is the brain of Agentforce. Users can equip AI agents to respond naturally and adapt to situations so they're faster, more multi-turn, and more capable. Increase their accuracy with topics, which classify requests into a specific category with a defined scope and rules, including which actions an AI agent can and cannot take.

Atlas Reasoning Engine making smarter decisions based on the needs of the user.

Testing Agentforce is different from testing regular software, because the responses can change depending on the situation. With Testing Center, teams can use AI to generate hundreds of sample interactions and automatically run tests to see how Agentforce takes action. Instead of manually checking each scenario, teams can spot patterns and make improvements faster by tweaking the AI’s instructions. Testing Center also helps make sure the AI stays on track — checking that its answers are accurate and appropriate, even at large scale.

Testing Center using AI to generate hundreds of sample interactions and automatically running tests to see how Agentforce takes action.
Agentforce delivering prebuilt topics and actions in chat.
Using Agent Builder to create a Service Agent.
Atlas Reasoning Engine making smarter decisions based on the needs of the user.
Testing Center using AI to generate hundreds of sample interactions and automatically running tests to see how Agentforce takes action.

Create beautiful experiences in minutes.

Customization & Automation

Quickly build and launch a branded customer service portal with prebuilt templates and easy-to-use, drag-and-drop functionality. Use Experience Builder to style your site, create and customize pages, and deliver a personalized experience to your customers. It’s the low-code way to get started and be up and running quickly.

A dashboard displaying easy-to-use tools to create a branded self-service customer portal

Launch dynamic experiences on both desktop and mobile — making self-service available from anywhere. Transform your service portal into a pixel-perfect mobile application for both iOS and Android. Build features like notifications, persistent login, and location with clicks, not code. Mobile Publisher lets you easily maintain your app branding and get automatic updates to keep the app compliant.

A mobile display version of a branded customer portal

Increase self-service resolutions by letting customers search and take action on a wide range of services through your authenticated portal. Configure catalog items to collect the right info for faster processing through workflow automation, and help admins quickly expose new items to customers with just a few clicks.

A dashboard displays Service Catalog portal.

Embed business processes easily across all channels to surface the most applicable information and help customers resolve requests on their own. Use workflows to automate both simple and complex tasks — from resetting a password to submitting a loan application. Workflows allows customers to seamlessly self-serve without the need to loop in a service rep.

workflows
A dashboard displaying easy-to-use tools to create a branded self-service customer portal
A mobile display version of a branded customer portal
A dashboard displays Service Catalog portal.
workflows
Dena Campbell, Chief Information Officer at Highspring

Service Portal and Data Cloud enable personalized candidate experiences, while our Recruiter and Time Entry Agent Suite built on Agentforce allow us to engage faster... We’re not just implementing software; we’re redefining the way we work.

Dena Campbell
Chief Information Officer, Highspring

Get the most out of customer self service with thousands of partner apps and experts.

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Learn, connect, and grow with fellow service and field service professionals. Network and get answers in real time.

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Customer self-service software FAQ

Customer self-service allows users to access information and perform tasks independently without needing assistance from a company's representatives.

A customer service portal is an interface (often found on a business’s website) where customers can get the help they need to either answer questions or find resolutions to issues they might be having. Learn more how customer self-service portals can improve your service and support.

Customer self-service software enables customers to access and complete various tasks or actions without the help of a support rep. Customers are empowered to find information, resolve issues, and complete transactions on their own time, through their preferred online or digital channels.

Customer self-service software helps businesses reduce costs, deflect cases, and exceed customer expectations. Self-service provides no-touch support at scale, empowering customers to find the answers they need fast. As a result, agents can be more productive and focus on complex cases.

To choose the best customer self-service software, first, evaluate your company’s needs and goals. Think about the challenges your end users experience and identify the features and functionality that will resolve those challenges and allow your business to deliver better overall support. Then, choose the software that will fulfill those demands.

Self-service benefits both businesses and customers. Customers have 24/7 access to resources, to help find answers at their convenience and improve their satisfaction. Businesses can reduce costs by offering a scalable support solution that empowers customers to help themselves on their own terms.

Online community management software provides groups with a way to connect with one another. These groups can be forums, social networks, customer communities, or any online space. Customers can use an online community to share information, discuss topics, ask questions, and provide answers.