Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Accelerate AI-Powered Customer Interactions — Formstack Agentforce Extension
Chat-Based Data Collection, Native-to-Salesforce
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Business Need
- Websites
- Requires
- Agentforce
- Compatible With
- Sales CloudService CloudExperience Cloud
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.
Highlights
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.
Provider Details
Intellistack
Denver, CO
Founded
2006
Intellistack, formerly Formstack, is a leading provider of data capture and process automation solutions that help organizations optimize the value of their data. We offer Salesforce-specific products, including a market-first, Salesforce-native forms solution, and a comprehensive documents solution purpose-built for Salesforce.
Pricing Details
Free
You can fully use this solution without payment.