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GetAccept Agent
Bring your deal workflows into the world of conversational AI
Overview
GetAccept meets Agentforce — bringing your deal workflows into the world of conversational AI. Now you can ask Agentforce to show, create, or manage GetAccept contracts directly in Salesforce.
See How GetAccept Agent Works
BUILT FOR EVERYDAY SELLING It fits naturally into a rep’s workflow. Ask a question → refine with UI elements → send or update instantly. It’s the quickest way to keep deals moving without sacrificing accuracy or control.
CONTROL WHERE IT COUNTS Contracts aren’t casual. A wrong clause or template can kill a deal. With UI components layered into Agentforce, reps can check everything and all options shown are based on rules the admin has set in GetAccept.
ACCURACY YOU CAN TRUST The Agent never invents templates or fields. It only works with the actual GetAccept data and templates available to your team. That’s critical when your output becomes a legally binding agreement.
NO MORE BOUNCING BETWEEN TABS Want to check which contracts went out last quarter? Or update a contract for a deal you’re working right now? Just ask. The Agent can list contracts, surface details, and create new documents — all within Salesforce.
The GetAccept for Agentforce lets you perform key GetAccept actions directly through Salesforce’s AI interface. Ask it to show, create, or manage contracts and Deal Rooms — and get instant results with interactive UI components that make every step clear and reliable. You can create your own GetAccept agent or incorporate GetAccept features into your existing agents. Even better, all this is underpinned by our existing conditional logic capabilities in Salesforce. That means you can use data from Salesforce to filter and recommend only the most suitable contracts and deal rooms, and populate those documents with information that is personalised and relevant to the deal. Here’s what you can do: - Search and view contracts by status, owner, or timeframe. - Create new contracts and Deal Rooms with your existing admin logic for template selection built in. - Interact confidently through in-line previews, dropdowns, and entry fields — so you always know what you’re sending. The GetAccept Agent makes it easier to work smarter inside Salesforce — no tab-switching, no guesswork, and no extra effort.
Categories
- Business Needs
- SalesQuotes & OrdersSales Intelligence
- Industries
- Horizontal Product
- Personas
- Sales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce 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 MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package