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Accelerate AI-Powered Customer Interactions — Formstack Agentforce Extension

Chat-Based Data Collection, Native-to-Salesforce

Overview

Enhance the capabilities of Formstack’s native-to-Salesforce form builder with Agentforce. Deliver ‘formless’ data collection experiences powered by Agents, elevating every interaction across the customer journey.

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See How Accelerate AI-Powered Customer Interactions — Formstack Agentforce Extension Works

  • YOUR DIGITAL FRONT DOOR, POWERED BY SMART FORMS Empower your agents to seamlessly guide customers through the data collection process by directing them to complete required information or identifying existing records in your Salesforce org.

  • CONVERSATIONAL EXPERIENCES AT EVERY CUSTOMER TOUCHPOINT Deliver intuitive, chat-based experiences that make data collection effortless and personalized across the customer journey.

  • 100% NATIVE TO SALESFORCE Capture data through intuitive chat experiences and have it automatically sync back to Salesforce, effortlessly aligning with your organization’s data model—no external connectors or integrations needed.

  • ESSENTIAL DATA, CAPTURED ACCURATELY Minimize errors with guided conversational flows that ensure precise data capture directly from customers or internal team members.

  • EFFORTLESS SCALABILITY Manage large volumes of customer interactions seamlessly, allowing your admins and internal teams to focus on strategic initiatives instead of manual data collection.

  • ROBUST COMPLIANCE AND SECURITY Protect sensitive information with enterprise-grade security while ensuring compliance with industry standards and regulations.

Formstack Agentforce Extension Extend the power of Formstack’s native-to-salesforce form builder with Agentforce. Transform customer interactions with dynamic conversational experiences that capture data effortlessly—empowering teams to drive engagement, improve accuracy, and accelerate business processes. - Native Form Builder - AI-Powered, Conversational Data Capture - Powerful Security (Compliance to meet your industry standards) This is a free extension for use with a paid Formstack Forms for Salesforce plan. Optimize your customer experience at every touchpoint. Click “Get it Now” to get started. Or contact our partner team for more information (https://www.formstack.com/partners).

Categories

Business Needs
Websites
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Consultant
Developer
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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