Curious how to scale your AI Workflows?
Join our Quest by the end of May 2026.
Agentforce Use Cases
Get inspired with practical, custom use cases across industries, so you can tailor your agents to your business and customer needs.
Choose your industry to see what Agentforce can do for you.
Explore Agentforce use cases.
Order and Delivering Management
Order Status and Tracking
Handle order status enquiries, provide tracking information, estimate delivery times and give updates on delays or issues.
Returns, Exchanges and Refunds
Manage customer requests for returns, exchanges and refunds, as well as guiding them through related policies and processes.
Order Modifications
Provide support with modifying orders, including changes to delivery dates, order details and cancellations.
Delivery Management
Facilitate customer and vendor enquiries related to delivery logistics, scheduling deliveries, addressing issues with lost/delayed deliveries and ensuring on-time fulfilment.
Inventory Management
Address customer enquiries related to inventory levels, availability and product details.
Product and Service Information
Product Availability and Specifications
Address customer enquiries about product availability, specifications, features and more.
Pricing and Promotions
Provide info on pricing, discounts and promotional offers. Agents can even answer questions about reseller pricing and any promotions while proactively encouraging sales.
Recommendations
Offer product recommendations, provide comparisons and propose complementary products to ensure customers have the information they need to purchase.
Warranties and Maintenance
Address questions about warranty coverage, repair services, service intervals, maintenance details and general product support.
Financial and Transactional Support
Billing and Payment Support
Assist customers with billing, payment methods, invoice discrepancies and payment status issues.
Loan and Credit Services
Address loan and credit enquiries, including loan status, credit card issues, interest rates, repayment options and current promotions.
Transaction Disputes and Fraud Management
Resolve transaction disputes and billing errors, manage fraud-related concerns and reimburse customers for billing discrepancies.
Claims and Warranty
Evaluate warranty claims, manage claim legitimacy, automate the verification of warranty validity and facilitate claim resolutions.
Technical Support and Troubleshooting
Technical Troubleshooting
Provide support for technical issues related to software and systems, such as log in problems, API errors or malfunctions.
Device Troubleshooting
Resolve problems with product features, offer maintenance tips and address potential malfunction issues.
Service and Connectivity
Respond to enquiries related to service disruptions, connectivity problems and network outages, while offering resolution steps and real-time updates.
Product Set-up
Help with set-up, installation and configuration of products. Plus, agents can provide steps for first-time installations or system updates.
Knowledge Assistance
Automated Responses
Automate responses to common queries, repetitive tasks like password resets and simple service requests to reduce manual workload.
Knowledge Management
Provide customers and reps with quick access to knowledge articles, FAQs, training materials and relevant documentation for issue resolution and information.
Content Creation
Create campaigns and content based on existing knowledge base, inputs and data from integrated systems.
Account and Membership Management
Membership Enquiries
Assist with renewals, pricing and cancellations, in addition to providing guidance on membership benefits.
Account Settings and Updates
Support customers with account settings, log in issues, profile updates and more.
Account Access Issues
Address password resets, username retrieval, two-factor authentication and more.
Scheduling and Appointment Management
Service and Maintenance
Facilitate scheduling, rescheduling and cancellation of service appointments while optimising employee schedules.
Booking and Bookings
Make, modify or cancel bookings across various services, like dining, hotel, travel and events.
Healthcare Appointments
Assist with scheduling and cancelling medical appointments, procedure check-ins, reminders and confirmations with healthcare providers.
Sales Meetings
Schedule meetings with financial advisors, sales reps or client consultations, along with automating follow-ups and ensuring resource availability.
Escalation to Human Agents
Escalation Management
Transition customer enquiries to human reps and direct conversations for sensitive assistance.
Sentiment Analysis
Identify, address and escalate customer dissatisfaction based on sentiment analysis and keyword identification.
Safety Enquiries
Quickly manage safety-related enquiries and escalate them to human reps.
Other
Lead Management & Qualification
Qualifies incoming leads for prioritisation. Automates & guides onboarding processes. Identifies upsell opportunities during calls.
Sales Upselling
Promotes upsell opportunities based on customer history and interaction. Assists in suggesting products and services tailored to customer needs.
Data Management
Improve internal data by processing & synchronising data from different systems, & handling
data discrepancies.
Application Support
Handling enquiries related to enrolment or application status and modification requests.
Agentforce will help ezCater transform the way workplaces order and manage food. With Agentforce, we will be able to effectively streamline everything from last-minute order changes to managing dietary preferences through AI-powered agents.
Erin DeCesareCTO, ezCater
Join the Agentblazer community.
Connect with Agentblazers from around the world to skill up on AI, discover use cases, hear from product experts, and more. Grow your AI expertise — and your career.
Ready to take the next step with Agentforce?
Build agents fast.
Take a closer look at how agent building works in our library.
Get expert support.
Work with Professional Services experts to quickly build agents and see value.
Talk to a rep.
Tell us about your business needs and we’ll help you to find answers.
Frequently Asked Questions
An AI agent is more than just intelligent software. It's designed to learn and adapt to user interactions autonomously. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences.
Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.
With Agentforce, you can build and customise autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability and satisfaction.
Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants, and other automated systems to improve customer service and engagement.