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Appointiv Agentforce

Your AI-Driven Scheduling Assistant, Natively in Salesforce.

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Free  

Never requires payment

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Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Productivity
Customer Service
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Requires the Appointiv managed package. Unlock intelligent automation and streamline booking workflows in real-time, all within your familiar Appointiv environment.

App Details

Version
AppointivAgent/Appointiv Agent - Cloud Booking Engine v1.1 1.1.0
Listed On
01/08/2025
Latest Release
01/08/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
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
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Person Accounts
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/24/2024

Additional Details

Empower your scheduling process with the intelligence and convenience of Appointiv Agent. This extension seamlessly integrates with your existing Appointiv solution, bringing AI-driven capabilities right into your Salesforce environment. With Appointiv Agent, you can interact with your booking data using natural language—simply ask for available times, request a specific service provider, or propose alternate slots, and let the AI handle the rest. Key Benefits: - AI-Driven Scheduling: Ask questions in everyday language and let the Agent respond with optimal availability. - Native Salesforce Integration: Direct, real-time access to all your Appointiv data without external integrations. - Streamlined Workflows: Harness Salesforce Flows to automate steps, customize booking logic, and deliver tailored solutions. - Scalable & Secure: Grow your scheduling capabilities without adding complexity, all while maintaining Salesforce-grade security and compliance. With Appointiv Agent, you’re not just scheduling appointments—you’re redefining how your team and customers interact with time.

Need help?

Practivo

Sydney

24x7 Email support on all plans. Knowledge base with support articles and videos at support.appointiv.com