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Coveo for Agentforce | Knowledge Retrieval for Self-Service & Case Resolution

Ground Agentforce in secure, relevant knowledge from across your enterprise

Overview

Coveo, the leader in AI Search, is now available for Agentforce. Boost self-service, deflect more cases, & empower service reps with smarter actions—Q&A, case classification, and case resolution. And then, customize prompts to draft emails, KBs, & more.

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See How Coveo for Agentforce | Knowledge Retrieval for Self-Service & Case Resolution Works

  • ACCESS ALL YOUR KNOWLEDGE ➡ Index unstructured knowledge from anywhere — Salesforce, Slack, GDrive, Jira, etc ➡ Go live faster by connecting to all your data without migration ➡ Ingest large unstructured data & cases across formats with real-time refresh

  • SECURE BY DEFAULT ➡ Enforce item-level permissions automatically from each source system ➡ Deliver secure, governed results out of the box—no manual mapping needed ➡ Prevent public users from accessing private content in Agentforce responses

  • MAXIMIZE VALUE. MINIMIZE OVERHEADS ➡ Index scattered unstructured data without moving it ➡ Index large items without incurring high processing costs ➡ Avoid surprise fees—indexing is included with your license & pricing is based on queries

Coveo, the leader in AI Search and GenAI for the enterprise, is now available for Salesforce Agentforce. This integration grounds Agentforce in secure, trusted knowledge from across your enterprise—within Salesforce and beyond—enhancing its accuracy, effectiveness, and overall value. By indexing and unifying content without migration, Coveo gives Agentforce the foundation it needs to unlock agentic actions like question answering, case classification, case resolution, and more— all grounded by enterprise-approved knowledge. Together, Coveo and Agentforce help service teams boost self-service success, deflect more cases, and improve team productivity at scale without added costs and complexity.

Categories

Business Needs
Productivity
Customer Service
IT & Administration
Industries
Financial Services
High Tech
Manufacturing
Personas
Administrator
Data Professional
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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