LeanData Agentforce
Turn agent conversations into booked meetings with the right rep.
Agentic Contents
Subagents are the jobs this solution can handle.
LeanData Scheduling
Handles booking new meetings, rescheduling existing meetings, and canceling existing meetings using LeanData BookIt. Capture details from your prospect inside of the Agentforce chat window and utilize LeanData's best in class routing platform to determine which rep(s) timeslots to show to the Agentforce end user utilizing LeanData's advanced routing capabilities like Account Matching and Advanced Round Robin (Weighting, Vacations, Working Hours, Capping, etc). The end user can select their preferred time and a meeting will be created with themselves and the rep(s) from your company in Google/Microsoft.
Package Components
Everything in the package.
- Apps2
- Code18
- Custom Metadata Type1
- Fields2
- Object1
- Pages2
- Resources4