AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Yoti eSign | AI Agent for Salesforce

Yoti eSignatures AI Agent for Salesforce

Overview

Streamline signature collection processes with Yoti Sign and Agentforce in Salesforce. Manage digital signatures efficiently and securely within your workflows while keeping customer information right where you need it.

1 of 2

  • 85% of recipients sign within the first two hours.

  • Be more compliant than ever with a network of global electronic signature acts including eIDAS, the ESIGN Act and the UETA act.

  • Improve security and protect your privacy. All documents are encrypted both in transit and in storage. Yoti Sign is SOC2 compliant and has been pen tested by ethical hackers for our strong security standards.

  • Effortless Integration: Seamlessly integrate Yoti Sign within Salesforce.

  • Customizable Workflows: Use Agentforce to set up signature collection workflows tailored to your needs.

Simplify signature collection processes with Yoti Sign and Agentforce. Integrate Yoti Sign into your Salesforce platform to create seamless digital signature workflows for your customers. With Agentforce, configure custom workflows for each use case. Signature documents and verification results are securely stored in the relevant Salesforce accounts for easy reference.

Categories

Industries
Financial Services
Professional Services
Public Sector
Personas
Business Operations Manager
Business User
Sales Representative / Manager
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

More from Yoti Ltd

  • Yoti eSign | Electronic Signature (e-Sign) for Salesforce
    by Yoti Ltd
    Get documents electronically signed for £0.46 £60 a month includes unlimited users so your whole team can use the platform for no extra fee Yoti eSignatures in Salesforce is a simple way of getting deals closed faster.
    FinanceContract Management

  • Yoti IDV & KYC | AI Agent for Salesforce
    by Yoti Ltd
    No Ratings
    Ask Agentforce to create an identity verification or KYC check for your customers in Salesforce. Check results will be securely sent directly to your Salesforce account. Create your own custom workflows and keep customer information where you need it.
    ProductivityCustomer Service

  • Yoti IDV | Identity Verification (KYC / AML) for Salesforce
    by Yoti Ltd
    Verify your customers in Salesforce. Fast and simple verification for your customers. Confidence for you that your business is compliant. Create your own custom workflows and keep customer information where you need it.
    ProductivityFinance