Salesforce Agent for Customer Service
Enable customer service teams to automate case handling, FAQs, and ticket updates inside Salesforce. Customers get instant, accurate answers while agents are freed from repetitive inquiries. The result is faster resolutions, improved satisfaction scores, and more time for agents to handle complex issues that require a human touch.
How Salesforce Agent works
Connect to Salesforce
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Create, update, and escalate cases automatically with AI-driven context and real-time Salesforce sync.
Deliver 24/7 support through your self-service portals, where customers can get instant case updates or answers.
Regardless of which cloud you use, Jotform Salesforce Agent tracks and synchronizes every interaction in Salesforce.
Deliver faster support with an AI-powered Salesforce Agent for customer service
Automated case creation and updates
Collect and qualify leads directly from forms, chats, and events. The agent syncs leads into Salesforce instantly, allowing sales to act quickly. This ensures marketing ROI translates into real pipeline growth.
Knowledge-powered responses
Pull answers from Salesforce knowledge to resolve FAQs quickly. Customers receive accurate, context-aware responses without having to wait for support reps. This increases first-contact resolution and lowers support costs.
24-7 customer support
Provide always-on service through websites, portals, and messaging channels. The Salesforce Agent keeps customer care running around the clock.
