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Qualtrics Agentic Experience

Turn Agentforce conversations into actionable feedback wiith Qualtrics.

Overview

Qualtrics Agentic brings Qualtrics experience management into Agentforce. Manage surveys and empower employees — all without leaving Salesforce.

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  • Measure AI agent effectiveness using Qualtrics’s AP3 methodology (Friendliness, Knowledgeability, Understanding).

  • Collect feedback at the right moments — when customers ask, at conversation end, or before escalation to a human agent.

  • Deploy in minutes with prebuilt Agentforce templates for Service Agents and Employee Agents.

  • Share personalized survey links with automatic tracking for session, case, contact, and agent context.

  • Support dynamic survey routing with global defaults, per-session overrides, and Omni-Channel Flow integration.

  • Configure quickly through a guided admin setup UI and Custom Metadata — no custom code required.

  • Give employees survey intelligence — list surveys, check response pulse, and review survey questions from Agentforce.

  • Generate instant survey invites for individual contacts directly from conversation.

  • Manage Qualtrics audiences from Agentforce — directories, mailing lists, and contact imports with embedded Salesforce data.

Qualtrics Agentic brings Qualtrics experience management into Agentforce, enabling service agents to automatically collect customer feedback via personalized survey links during messaging conversations, and empowering employees to manage surveys, generate invite links, and build audiences through natural language — all without leaving Salesforce. Qualtrics Agentic equips Agentforce with two agent templates. The Service Agent template adds a Customer Feedback topic that retrieves and shares a Qualtrics survey link at the right moment — when a customer asks for it, when a conversation resolves, or before escalation. The Employee Agent template adds three MCP-powered topics: Survey Intelligence for listing surveys and checking response metrics, Instant Actions for generating personalized one-click invite links, and Audience Management for creating mailing lists and importing contacts with embedded data. Survey URLs include tracking parameters (Case ID, Session ID, Contact ID) so responses automatically tie back to the Salesforce record.

Categories

Business Needs
Surveys
Personas
Administrator
Sales Representative / Manager
Features
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
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Agentforce
Editable Code

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