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SearchUnify For Agentforce

Unify enterprise knowledge to boost Agentforce efficiency

Overview

AI-powered cognitive platform that unifies enterprise knowledge & data within Agentforce. Uses advanced ML to deliver contextual responses, streamline support, boost agent efficiency & accelerate case resolution

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  • Unified Search Across Knowledge Sources – Connects AgentForce with multiple knowledge bases, breaking silos and surfacing contextual answers. Continuous refreshes keep knowledge accurate, ensuring faster, reliable support.

  • AI-Powered Responses – Uses GenAI with a Federated RAG framework to deliver accurate, contextually relevant, and personalized answers from enterprise content. Supports customers and agents with trustworthy, AI-driven responses.

  • Agent Assist for Chat – Provides real-time knowledge inside the Salesforce console, giving agents instant guidance for faster, more reliable outcomes. Reduces resolution time, improves accuracy, and increases first-contact resolutions.

  • Self-Service Enablement – Extends intelligent knowledge to customer-facing chat, reducing tickets and boosting satisfaction. Bridges knowledge gaps to improve case deflection and empower customers with faster self-service resolutions.

  • Scalable & Flexible Integration – Deploys rapidly with minimal setup, connecting knowledge bases to deliver value quickly. Automates monitoring, updates, and quality checks, reducing manual effort while ensuring flexible scalability.

  • Secure & Transparent Data Processing – Processes data outside Salesforce on AWS in a secure single-tenant VPC. May call an LLM via Bedrock if enabled. No other systems are used except those customer-approved (e.g., Zendesk) via OAuth.

SearchUnify for Agentforce is a Unified Cognitive Search Platform that helps Salesforce customers transform support with AI-powered knowledge discovery and delivery. By connecting multiple knowledge bases and support systems, it breaks silos, surfaces contextual answers, and ensures agents and customers always have access to accurate, up-to-date information. With Unified Search, SearchUnify integrates Agentforce with enterprise repositories to deliver precise results. AI-Powered Responses use Generative AI, SearchUnifyFRAG™ (Federated Retrieval-Augmented Generation), and MCPs (Model Context Protocols) to provide trusted, personalized answers from across enterprise content. Agent Assist for Chat delivers real-time recommendations inside the Salesforce console, reducing time-to-resolution and boosting first-contact accuracy. Self-Service Enablement extends intelligent knowledge access to customer-facing chat, driving ticket deflection and satisfaction. Scalable integration ensures rapid deployment with minimal setup, while secure AWS-based processing and customer-approved Bedrock integrations deliver transparency and compliance.

Categories

Business Needs
Customer Service
Collaboration
Agent Productivity
Industries
Communications
Engineering, Construction, & Real Estate
High Tech
Personas
Business Operations Manager
Consultant
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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