AI Digital Teammates for Small Businesses
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.
Put digital teammates to work across your business
Sales
Meet your 24/7 sales agent
- Hunts for new leads 24 hours a day. More prospects in your pipeline.
- Engages visitors on your site in real time. Never miss a warm lead.
- Ranks and scores prospect intent. Know who to follow up with first.
- Enriches lead data without manual entry. Get the context you need to reach out.
- Schedules meetings with your best prospects. Go from lead to meeting, automatically.
Service
Help Agent (Web / Chat Support)
- Answers customer questions in chat, day or night. No more waiting on a reply.
- Pulls from your order history, case history, and policies to respond. Answers that are actually right for that customer.
- Hands off to a rep with full context when it can't finish the job. No repeating yourself, no cold handoffs.
Task automation
Meet Slackbot
- Searches across Slack channels, company history, files, and connected apps. Find any answer without switching tools.
- Drafts messages and summaries with full context. Get through everyday tasks faster, no need to repeat context it already has.
- Takes actions like updating records or starting workflows. Skip the manual steps.
Digital teammates that work together, not in silos
See how shared context changes the way work gets done. When an agent learns something about your customers or business, that information is available to your other agents and your team. So everyone has the same context, instead of starting from scratch or searching across disconnected tools.
Agents that know your business and work where you do
Know when to automate, and when it makes sense to hire. Your agents use the customer and business information already in Salesforce, along with what they learn along the way. That context follows them into the tools your team already uses, so your people don’t have to switch between systems to get things done.
See what else digital teammates can do
Blog
Meet Your Digital Teammate, Hunter: Spotlight on Sales Agent
See how a Sales Agent can help you find and engage more prospects.
Blog
Meet Your Digital Teammate, Casey: Spotlight on Service
See how a Service Agent can help you deliver faster, more personalized support.
Blog
Meet Your Digital Teammate, Slackbot: Spotlight on Productivity Agent
See how Slackbot can help you find answers and get work done faster.
Blog
Meet Your Digital Teammate: Spotlight on Marketing Agent
See how a Marketing agent can help you turn a one-person team into a full campaign engine.
Put turnkey AI to work for your business
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AI digital teammates for small business FAQs
Digital teammates are AI agents built to take on real work – sales follow-up, customer support, day-to-day admin – so your lean team gets more done without adding headcount. For small businesses, we highlight key agents that fit some of the most common needs, including a sales agent, help agent, contact center agent, and Slackbot. They can help manage leads, support customers, book meetings, and take routine work off your team’s plate.
Digital teammates (AI agents) are available across most Salesforce editions today, helping teams automate tasks like case resolution, sales outreach, and service support.
Salesforce Suites currently includes built-in AI capabilities that help small businesses with everyday work, like summarizing records, drafting emails, and updating customer information. Our first AI agent for Starter and Pro Suite is coming this fall.
Your business can put a whole team of specialized agents to work – a sales agent, a help agent, a contact center agent, and Slackbot – each one focused on a different part of the job, all sharing the same context.
Your digital teammates connect directly to your existing Salesforce data, so there's no lengthy setup – you're up and running fast, with agents that already know your business from day one.
Yes – your digital teammates work inside Salesforce and Slack, pulling in the customer and business context you already have. They connect to the core tools your team relies on every day, so ask your rep about the specific systems on your stack.
Yes – your digital teammates take on real, ongoing work, so you get the output of a bigger team without the cost or complexity of hiring for it. Same team, bigger results.