에피소드 108: The Best Salesforce AI Agents in 2026

Salesforce is huge with many customers, and all the big companies use it for tracking their customers.

That means when you need to provide support to those customers or collect leads, you can use AI to save a lot of time.

Hi, my name is Demetri Panici, and I'm a content creator, agency owner, and AI enthusiast. You're listening to the AI Agents podcast brought to you by Jform and featuring our CEO and founder Aytekin Tank.

This is the show where artificial intelligence meets innovation, productivity, and the tools shaping the future of work. Enjoy the show.

Hello and welcome back to another episode of the AI Agents Podcast. In this episode, we're going to dive into Salesforce AI agents and a special trait that we put together ourselves with demos.

If you want to see them in action, make sure to stick around. Also, if you are a consistent watcher, please give us a review on all platforms.

Aytekin, how are you doing?

Doing great. We have a great episode today talking about Salesforce. We always go to their conference to showcase what we have at Jform, and this year we showcased our Salesforce AI agent.

Salesforce is huge with many customers, and all the big companies use it for tracking their customers.

That means when you need to provide support to those customers or collect leads, you can use AI to save a lot of time.

Salesforce's agent force has been very popular and growing, and our agent is kind of a competitor to them.

It's good to have different options because we may have features they don't cover, and some want something outside of Salesforce that integrates with other platforms like WhatsApp or Instagram.

Salesforce is a great partner, and every year we go to their events to showcase what we have for Salesforce customers at Jotform.

Absolutely. I think the landscape between us and other tools is interesting because while we may be competing, each tool provides unique features.

Agent Force was kind of the kickoff from a practical standpoint. I'm going to share my screen to give you a layout of Agent Force, which is a pretty cool tool.

If anyone remembers, there was a funny series of ads featuring a mortgage lender using Agent Force, a digital agent that helped pre-qualify before a dream house was sold.

Agent Force helps lenders prevent finance issues. There were other ads with humorous scenarios involving Woody Harrelson.

Practically speaking, Agent Force is a cool tool and was our first foray into AI agents.

Agent Force is not like a chatbot; it has a level of autonomy unlike old bots that needed rigid scripts. It uses a reasoning engine with data, reasoning, and actions, similar to what we do.

When Agent Force first came out, it was before AI agents hit the market on a mass scale. It has voice, context, and many tools you'd expect.

You can build a series of agents quickly by telling it a role and company, making it functionally similar to what we do at Jotform.

Agent Force was ahead because it was a Salesforce company. Salesforce bought Slack, but Agent Force remained part of Salesforce.

They built flows based on events and have asynchronous responses in a context-driven manner, which many AI agent tools now offer.

Looking at the pricing, it's kind of ridiculous. $2 per conversation is expensive.

How would you compare that from an affordability standpoint?

Agent Force targets big clients and big companies, so they're less sensitive to pricing and compare it to human salaries, which can be much higher.

Other tools like Intercom are also expensive, around $1 per conversation.

Jform caters more to small businesses and organizations, so our pricing is much lower compared to Salesforce.

Agent Force is an enterprise-level product that kicked everything off, but accessibility wasn't quite there for the masses because of the cost.

If you're a top-tier company willing to pay premium prices, Agent Force might be an option, but there are better options for everyday companies like ours targeting SMBs.

One thing I like about their pricing is it's pay per usage, so if you don't have huge usage, it might not cost much.

Usage-based pricing is better because you get value from each conversation, making it cheaper than an employee in many cases.

Salesforce is a high-powered CRM and info product that helps many people and is now framing their entire website around agents.

It's used by a couple million people, catering to bigger companies with a premium CRM and customer service platform.

If you use Salesforce, you likely value strong tech and good tools, and we want to help you make better connections to your CRM and improve customer interactions.

In this demo, Aytekin will show how to organize the CRM, answer questions, and get back to customers effectively.

Agent Force has handled two million Salesforce support conversations, which is a great way to improve products.

Our own AI agent answers about 5,000 conversations daily, and in six months, we've reached hundreds of thousands of interactions.

We reviewed conversations between our AI agent and customers to improve resolution rates from 25% to 75% in three months.

How does that work from your standpoint? What value do you get from these conversations?

Humans review conversations and mark them as resolved or not. If not resolved, they label the problem, which helps improve the AI agent.

We improved knowledge retrieval, changed our vector database, enhanced our retrieval system, and added many tool calls for human support to debug issues.

Our AI agent can now use those tools via API calls, which greatly improved performance.

We also improved our knowledge base by reviewing conversations and adding missing information to user guides.

Half of our user guides were rewritten during this time to cover previously missing information, improving the overall support experience.

The biggest improvements came from enhancing the knowledge base, retrieval system, and tool usage by AI agents.

That's awesome. Data is doing a lot of work to make these things better, and the more conversations had, the better the results.

You have to review whatever AI you use because it never works perfectly out of the box; continuous improvement is key.

I'm sharing my screen now to show the Jform Salesforce agent and pricing, including a Black Friday deal.

You get 100 conversations per month for free and can create five agents. The costs are much lower than Agent Force's $2 per conversation.

People mostly use Salesforce AI agents to generate leads on their website by chatting and collecting email addresses passed to Salesforce automatically.

Another big use case is customer support with Salesforce's service cloud, where the agent can use the Salesforce knowledge base to serve clients.

The agent can integrate with Instagram, Gmail, WhatsApp, SMS, and support tickets, offering 24/7 AI assistance and booking appointments.

This is a native Salesforce application you can install from the app store, and you can create AI agents from Salesforce or Jotform.

I created a website called Elevate Hoops Academy with a chatbot integrated into Salesforce, customizable with various styles and connected to Salesforce data.

The knowledge base is integrated with Salesforce knowledge, so articles are automatically pulled without re-adding them.

The chatbot can integrate with forms, and I tested registering with it, which should connect information to Salesforce.

I tried to check if I was added as a lead, but the integration seems broken, possibly due to disconnecting it during the demo.

The idea is to create an agent, post it on your website, collect leads, and answer questions efficiently.

New products may have bugs, but integrating with Salesforce knowledge is impressive and not always easy due to gated APIs.

I'm going to show a few other tools in this realm, starting with Sunbird, which transforms Salesforce live chat with AI-powered capabilities.

Sunbird is good for fintech, healthcare, and e-commerce, streamlining workflows with better handoffs and ticket deflection to solve issues before humans intervene.

It allows transferring knowledge to the bot via content files or web links and costs about $30 a month.

Sunbird is a small add-on to Salesforce, improving live chat support rather than a full suite.

Piper is an AI sales agent that lives on your website and email inbox to generate inbound pipeline, automate meeting bookings, and write follow-up emails.

Piper engages buyers in real time, nurtures them along their buying journey, books sales meetings instantly, and keeps deals moving in the inbox.

Piper is more sales-oriented, tracking website visitors and booking calls to Salesforce, while the other tool focused on customer support.

The name Piper reminds me of the show Silicon Valley, which makes it hard to take seriously.

Value Text is an SMS and WhatsApp messaging tool providing native integration inside Salesforce, offering a multi-channel inbox and chat console.

It's useful for industries like real estate, insurance, and government to text clients automatically with automation triggers for appointments and messages.

ADA is a top-tier customer service AI agent starting at $30,000 a year, designed to onboard, measure, coach, and automatically resolve up to 83% of customer inquiries.

ADA integrates with websites and offers training, guidance, actions, AI agent profiles, and multi-channel integration with automated resolution rates.

LivePerson and MSY focus on agent handoff and automated case creation to keep support teams sane, with LivePerson handling enterprise omni-channel interactions.

MSY automates and enhances customer service with seamless handoff to live agents, escalating conversations to humans when needed.

Our Jform AI agents mobile app allows users to request human assistance, which notifies support staff to take over live conversations.

AI provides fast answers, but sometimes people want to talk to a person, and having both options is the best of both worlds.

Salesforce is widely used to enhance customer support and CRM, and we've explored various AI tools that integrate with it to improve experiences.

Our agent is the most robust among third-party tools, with cool use cases across the board, including SMS-specific solutions.

If Salesforce is your tool, try these AI agents. They're cost-effective, responsive, and helpful, integrating well with your CRM.

We're just starting out, but Salesforce is a great channel, and AI agents have improved since their release in February.

The new Salesforce channel lets you use knowledge and connect leads, leveraging Jform's power for Salesforce users.

These products improve daily, providing quick support and reducing human workload to offer better service.

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Thank you for listening or watching this episode of the AI Agents Podcast, and we'll see you in the next one. Peace and goodbye.