The Story Behind Salesforce’s $2 AI Conversations
About This Episode
Salesforce is one of the biggest CRM platforms in the world — used by millions of teams, enterprise organizations, and global brands to manage customers, track leads, run support teams, and automate operations.
But with AI entering the picture, the way companies manage customer workflows is changing forever.
In this episode of the AI Agents Podcast, host Demetri Panici and Aytekin Tank deep-dive into Salesforce AI Agents, Agentforce, and how Jotform’s AI Agents compare in capability, pricing, and real-world use cases.
This episode includes a full walkthrough demo, conversation analysis, behind-the-scenes improvements using AI-powered support, and a look at other tools like Sunbird, Piper, and more.
If you’re a business owner, SaaS founder, operations manager, CRM admin, or anyone interested in how AI agents can transform your workflows — this episode is for you.
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⏰ TIMESTAMPS:
00:00 – Intro: AI Agents + Salesforce Overview
01:14 – Why Salesforce is HUGE for Customer Management
02:32 – Podcast Introduction (Demetri & Aytekin)
04:25 – What This Episode Covers (Salesforce AI Agents + Demo)
06:40 – Why Reviews Matter at the Start of the Episode
08:10 – Salesforce Conference Recap
09:44 – How Jotform Showcased Its Salesforce AI Agent
11:15 – What Makes Salesforce a Big AI Player
12:48 – The Rise of Agentforce (Salesforce’s AI Agent System)
15:32 – Matthew McConaughey Agentforce Ads (Funny Commentary)
17:10 – How Agentforce Works (Reasoning + Context + Actions)
19:05 – Agentforce vs Traditional Chatbots
21:40 – Why Enterprise Companies Use Salesforce AI
23:58 – Agentforce Pricing: $2 per conversation breakdown
25:44 – Comparing Jotform AI Agent Pricing (SMB Focus)
28:30 – Pay-Per-Usage Pros & Cons
29:55 – Why Small Businesses Need Affordable AI Agents
32:10 – Deep Dive: What Salesforce Actually Does
34:00 – Jotform Integration: AI + CRM Sync
36:15 – Improving AI Agents Through Real Support Conversations
38:04 – How Jotform Jumped from 25% → 75% Resolution Rate
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Transcript
Salesforce which is huge uh they have like so many customers and you know all the big companies are using them um and they're using for for tracking their customers right so that means that uh when you need to like you know when you need to provide support to that c those customers when you when you need to collect leads and all this stuff like uh you could use AI and you could save so much time. Hi, my name is Demetri Bonichi and I'm a content creator, agency owner, and AI enthusiast. You're listening to the AI Agents podcast brought to you by Jot Form and featuring our very own CEO and founder Idkin Tank. This is the show where artificial intelligence meets innovation, productivity, and the tools shaping the future of work. Enjoy the show. Hello and welcome back to another episode of the AI Agents
Podcast. In this episode, we're going to diving we're going to be diving into Salesforce Salesforce AI agents and uh a little special trait that we'll have for you that's not just a Salesforce AI agent like any other, but one that we put together ourselves uh with with demos with demos. So, if you want to see them in action, make sure to stick around and make sure to just kick things off. I I don't usually ask at the beginning, but if you are a consistent watcher, what are you doing? Give us a review. just please on all the platforms. I I don't ask at the beginning, I always ask at the end. But with all that out of the way, Idken, how are you doing? >> Doing great. Yeah, we have a great episode today uh talking about Salesforce and uh we always go to their
conference and just showcase what we have at Jot Form and this year also their conference just happened and uh we showcased our our um you know Salesforce AI agent and today today I'm going to show that. So I'm really excited about that and yeah I mean it's huge Salesforce which is huge uh they have like so many customers and you know all the big companies are using them and how do you use um and they're using for for tracking their customers right so that means that uh when you need to like you know when you need to provide support to that c those collect leads and all that stuff like uh >> And uh in terms of AI agents, Salesforce was like one of the biggest as well like their agent force has been uh very popular and you know uh and it has been
growing and we kind of our agent is kind of like competitor to them. Uh but I also think like it's it's good to have like different options you know. uh maybe um you know maybe you we have some features that they may not cover um so I mean uh I think it's still uh good to see you know different options maybe maybe you want to have something outside of Salesforce uh something that also like integrates with all the other things like WhatsApp or you know uh you know Instagram or whatever like just uh just from AI agents integrates with everything uh so you know It's good to have options. Uh and Salesforce is a great partner that every every year we go to their events and uh you know showcase what we have for Salesforce customers uh at JForm. Uh so yeah, it's it's an
exciting episode. >> Yeah. No, absolutely. And I and I agree with you. I think there's a fair um that's a pretty fair assessment. Like the the landscape between us and other tools that we're going to kind of showcase in this episode is is interesting because while we may be competing, I do think there are like always unique things that each tool kind of provides and like has in there that that are different. And I mean it all kind of kicked off from a practical standpoint inhouse with um the agent force that was kind of released. I'm going to share my screen real quick just to kind of give you guys uh a layout of Agent Force. It's a it's a pretty cool tool. Um but it's, you know, very much what kicked everything off. If everyone remembers, I'm actually going to bring up something funny.
Um if any anyone remembers this video, it uh it'll give you a bit of [laughter] >> share your screen. >> I'm about to share I'm about to share my uh my Matthew McConna agent. This was a series of ads. Let me pull it up real quick. It's just so It's just so dorky. I love it though. I'm not going to. >> If my mortgage lender used agent port, powerful AI from Salesforce, a digital agent would have helped me pre-qualify before my dream house was sold. Well, how >> the buyer's lender used agents? >> Well, who's the buyer? >> Hey, bro. Welcome to Kasa Daywood. Oh, jeez. Morning, Mr. Harrison. >> Pools open next week. Bait and suit optional. >> Agent Force helps lenders prevent finance. >> Yeah. So, there's a series of these ads. It was funny. >> It was uh and then like other
ones where basically he was he like booked a I think restaurant uh night out for himself and he was getting rained on and then Woody Harrelson's across the street in like a nice diner or whatever. And then there's another one where it's cold out and he didn't pay his electric bill or some or his heating bill. And then >> I think there was one with airport. >> Yeah. Yeah. Yeah. Yeah. So there was a there was a good streak of these um that were really funny. Um but practically speaking, I mean Agent Force is a really cool tool. I'm not going to act like it's it's anything uh other than that, but um it it is pretty funny kind of how you know this is what our first foray was into AI agents. And um I I think that just to kind of speak to
what they do a little bit it it is pretty much it's not like a chatbot. I know that um I know that it's the difference is kind of that there is a level of autonomy here unlike the old bots that kind of need a rigid script. Agent Force uses like a reasoning engine and they basically need like they use data reasoning and actions which is decently similar to what we do right in a in a sense. Um, and what they're they're basically is is they help out do what you'd imagine for a lot of different um, AI agents that exist now. I think when this first came out, this was basically before AI agents had practically kind of hit the market um, in a in a mass scale. I know we were out there. um they have voice, they have context, they have a lot
of the different uh tools that you'd imagine, um the different products to have. Um you have the ability to make a series of different agents, build it out quickly, tell it a role, tell it what company you're at. Like practically speaking, it's going to be pretty similar from like a functionality capability standpoint to a lot of what we're doing um at Jot Form. I I think that the thing that they had ahead of everybody else was like it was a Salesforce company back. Wait, did they get bought out or did they buy Slack? I'm forgetting how that went. Are they owned by an umbrella company? >> You mean agent Force? >> Salesforce itself. >> Salesforce itself. I think it was always uh by themselves. >> Okay. Yeah. So, they bought they were the ones that But they bought Slack though. >> Yeah, they bought Slack.
>> Okay. Got it. So, I didn't know. Okay. So this company's huge. So they were able to put all of this stuff together relatively quickly. You know, like have flows built out based off of things that happen, have asynchronous responses in [snorts] a contextdriven manner, right? These are things that you're able to do with a lot of AI agent tools, but they put this together really early. And with that, we kind of had I mean, take a look at the pricing here. Um, I don't know why it stopped sharing. Take a look at the pricing here. It's kind of ridiculous. >> Pricing scared the sh >> Yeah, I think the pricing literally scared my computer. Uh, $2 per conversation. Now, Idken, uh, I know that obviously we have a different set of pricing. Um, how would you compare that from an affordability standpoint? I think
uh agent forces usually like they are targeting uh the sales force targeting uh like big clients. >> Yeah. >> Uh big companies. Um so maybe they're not really sensitive to those kind of pricing. Um and I I think they're also comparing to human salaries, right? So, you know, per conversation, maybe a human, you know, a person would would probably be cost cost you like, you know, $100 or something like that. Um, so I think that's the comparison. Um, yeah, that's probably why they have, uh, such pricing and like the others, uh, like, um, intercomin was I think like $1 per conversation, something like that. >> So, they're also expensive. Um you know Jot Form actually has the roots to like you know uh more like you know small businesses um small uh organizations um because of that like our our customers are more sensitive to
pricing uh so we we keep it much lower uh you know um compared to you know Salesforce. Yeah. >> Yeah. Totally. You know, I think that's um I that's the kind of thing I wanted to highlight was this is an enterprise level, you know, product and it is kind of what kicked everything off. But accessibility wasn't quite there, I don't think, for the masses, right? Because a lot of people don't use Salesforce because it's expensive. A lot of people don't use agent force at that point because it's expensive as well. Now, if you're that top tier company that really wants to pay for the the premium premium option, sure, you can maybe go with Asian Force, but there are a lot better options um that are out there for your everyday company. We kind of cater towards SMBs, and that's what I think I wanted
to kind of frame the conversation as. As agent Force kind of kicked it off, and then from there um we're kind of taking the torch from them to help out small businesses. And there's some other really cool options out there that we're going to show you in this episode. So just >> one thing I like about their pricing is it's pay per usage, right? Um >> yeah. Yeah. Yeah. >> You don't have huge usage. Maybe you don't care about that much. Um maybe it's not going to cost you uh that much if you are, you know, small. Um right. Um so that could be one aspect that uh might be, you know, good about their pricing. Yeah. >> Yeah. No, that's totally fair. I think usage based is always better because like if you know you're going to get a certain amount of value out
of each conversation so to speak um then you know it can be cheaper than like you said like an employee or something to that effect practically. >> Um but if you don't have that option it can be a little bit harder. But I'm I'm very I'm glad that it is usage based. Um >> and obviously Salesforce just to kind of give you guys a more of a deep dive into Salesforce itself. Um, you know, you mentioned what Salesforce uh I guess is at the beginning, but Salesforce practically is like we mentioned just a just a high power like CRM and uh info product that really does help out uh people in general too. Um it's funny because now they're trying to frame their entire website as uh agents by the way, which is funny. Um, but I it is used by a couple million people
which showcases that they're for being so popular and only used by a couple million. Once again, it is it is catered towards bigger companies. So, it's kind of like their more premium uh style CRM and customer service platform. So, if you are somebody that's using this, I'd imagine that you you do value strong tech and you do value uh a good tool. And that's why we wanted to help out for those of you that are interested in making a better connection to your CRM, answering questions, uh, organizing the CRM, uh, getting back to customers, all those different things that are kind of important to run a business well and to have good interactions. That's what we're going to show in this demo that Idken's kind of prepared for >> the job for >> I get into the demo like I just show on that uh
saw that on that screen that they handled like two million conversations like agent force um Salesforce support conversations that's actually that's a great way to improve your product. Um I really applaud that that uh they have been doing that. We have also been doing that. Um and our like we have our own support AI agent like using our own product just from AI agents and um our agent is answering like 5,000 conversations daily um right now. So you would say it's been like six months. Um I don't know. We are also pretty pretty pretty good number. Uh six months I cannot multiply it right now but uh uh pretty pretty high as well in the hundreds of thousands uh levels and we also use that to kind of improve our product. Uh that was a great way to like we reviewed all the conversations happen.
How does that >> between >> our own AI agent and um our customers and that's how like we actually started with 25% resolution rate and over 3 months we were able to increase that to 75% resolution rate and uh and that that helped us uh improve our product. Yeah. >> Yeah. How does that kind of work from from your uh standpoint? I am kind of curious what is the value that you get out of these conversations like what are you able to extract just like better interactions between customers for the next time or like how does it how does it kind of help? So basically we have uh humans actually review those conversations happening between the AI agent and um our customers and then when they review the conversations like they mark it as like resolved or not resolved and if the conversation is not
resolved basically they are going to you know label it uh as like okay there was a problem there was this problem. So going from that 25% to 75% resolution rate in 3 months involved a lot of um improvements on our AI agents. So one of them was like the really the knowledge retrieval, the rag retrieval that like we we changed our like our underlying um like uh like vector database uh like and we we we made changes with our rack system and uh so we added a lot of tool calls. So basically our human support would actually use real tools right when they were answering customer for example someone saying okay I don't receive emails from Jot form like someone submitted my form but I don't receive the email right a real human support would actually go and use a tool >> to to kind
of debug like to kind of look at the logs to find what happened why email didn't go >> maybe sometimes you just receive an error message from the other end like uh you know your email uh server And now the we added the tool so that our own AI agent could also use that tool using an API which AI agents actually has like API call uh option as well and then use exact same tool. So that those kind of tool usage had a big improvement and we also improved our knowledge base like just uh like reviewing all the conversations happening with between your AI agent and your customers and then when you discover things that your AI agent cannot answer like you can just add more knowledge uh to your to your database and uh in our case like we were we gave our user
guides and our user guides had like all the information missing information. So this was this during this three months we also like almost like you know half of the user guides were actually rewritten to improve them and we discovered that like you know we were missing out of things that people were asking but we didn't cover in user guides and so now because of the AI agents we we also have like this uh great uh user guide as well um so there was other like minor things but I think the biggest uh improvements came from those three things um improving our knowledge base, improving our rack system and the tool usage uh that AI agents uh started doing. Yeah, >> really cool. Okay. Well, that that thanks for that context. I think it's um it's pretty pretty awesome uh that you're able to do that.
I I I think data I was just in an interview the other day with somebody on the show. They were just mentioning like >> data is doing a lot of the work to make these things better. Um so the more conversations that are had and the better result the better results you'll get and the cycle continues. So >> I think most important thing is just review like whatever AI you use you have to like review what it does >> and like it's just it never works out of the box like you just have to keep improving your AI agents and um and you know uh that's the great thing about them you can improve them. >> Um absolutely so yeah I'm sharing my screen now. Um, so this is Joton Salesforce agent and you just mentioned pricing. So let me just also uh show the
pricing. We actually have like the Black Friday >> uh deal here as well. But basically like you know you get 100 conversation per month for free even like this is not just Black Friday. This is always >> and you can create like five agents. Um, so black right you can see that uh we only have the black Friday on the gold but um you can see that these costs are pretty actually um low 39 per month and you get like 1,000 conversations. Um like agent for it was like $2 per conversation with two like you would have to pay like $2,000 uh per month if you if you had that uh like if if you had that pricing with Jatform. So it's much more affordable uh with Java form. Um so yeah um so just from Salesforce agents um you can basically use it like
there are many ways you can use it but most people actually use it either either as a like they either use it to kind of like uh be able to generate leads on their website uh like just you know people chatting and then the the AI agent they chat but actually ask for information like their email address and then that email address can be passed to Salesforce automatically. So I think that's the like biggest use case we see. And second biggest use case is like many people actually use Salesforce as their they have this service cloud. So basically they use it for customer support. And then if you have that um and I can actually show it here I'm going to show it on my demo but if you your knowledge base is actually on Salesforce you can connect to connect it to your agent
and then your agent on your website can actually use that knowledge to also serve uh clients. Um, so let's take a look at our page like lead capturing. I mentioned this like just it could be on your website. You could uh integrate it with with your Instagram, with your Gmail, with um you know your WhatsApp um SMS like texting and all kinds of things like that, channels like that. And um tickets like support tickets. It can answer support tickets. Um obviously 247 AI agents have that and uh you you get all all kinds of chat from features as well uh with this like you know book just from AI agents already has like you know all kinds of stuff like booking appointments and things like that >> and yeah learns from your Salesforce data and um and always in sync with your Salesforce and this
is like a native application on Salesforce. just, you know, you go to the Salesforce app store and then you can install it there. Um, so yeah. Uh, so I'm going to show you the demo. Um, and basically you can you can create it from Salesforce, you can create it from Jatform. Just click on create AI agent and then like just enter something and and I already created one. I'm just going to show you that. Um so basically this is uh so basically I created this website on Salesforce called Elevate Hoops Academy. It's like you know my kids go to basketball training. So I you know I created uh such an organization that's basically uh has like you know um uh gives training to the kids and uh and basically I added this chatbot to that. So basically you can customize your chatbot here, right? You
can uh basically enter all kinds of information and uh change the style as you would like. I I created this style and and then basically um you connect to your Salesforce. I'm going to connect to it here and right you can use it on different levels. I already connected so it kind of remembered what my connection and I'm logged into Salesforce as well. Um right it's just um I already created this so it's probably just reusing that. Okay. Um so right um so I created this agent. I can customize it here. I can use it here. >> Um like this. So I already tested this but uh basically you know um I asked it like what agents do you train? Uh it basically okay the knowledge base is also integrated with um >> oh wow >> force um knowledge base. So here we can see
that it's connected to the Salesforce knowledge. I just showed it here. >> So, whatever you you you put in there, you don't even have to like read to to Joff. >> You don't have to re add it. It's just uh come in here, right? Um >> and all these articles are being pulled here, crawled and um so okay. And the other thing is like if I am if let's say I want to like okay can I register here? Can I register? Right. So, the great thing about Jat from AI agents is it can integrate with forms. And here I am. I have a form. Okay. Um I don't have to have a form because uh it's integrated with Salesforce. So, it's just going to um connect my information to Salesforce. Let's enter information. And I could also do it over voice say J form uh
five badado save hopefully it's going to understand that um it should have probably okay I haven't customized this but it shouldn't have asked like if you think about this example it shouldn't have asked about the company information. >> This is I'm I'm not really applying but the default questions on Salesforce is more about companies because it's about generating leads. >> Yeah. Um, yeah, just 5555. All right, I am registered now. Let's take a look if I if it added me as a lead. So, here are the leads and let's refresh. Um, looks like I I [clears throat] probably broke the the integration when I disconnected it. Let's take a look. Let's try to debug it. >> Okay. >> All right. Um, so we go to publish. Um, right. Um usually like when we are doing these demos like the product has just came out like
we just announced this >> yeah sure >> the Salesforce conference and then usually like we will we will hit some bugs um right um so we have this integration um right can lead created this is previous once uh let's see maybe it's taking a while let's take a look um I created this agent connected to that. Um, all right. This is it, right? Um, can't see it. Yeah. All right. Um, yeah, I'm going to try to figure out what happened here. Okay. >> But yeah, that's basically the idea. um like you just um you know you um create an agent uh post it on your website and um collect information leads and uh answer questions more importantly. >> Gotcha. >> And that's that's pretty much it. Um yeah, back to you. >> Yeah, absolutely. and and just yeah just for reference everybody like that this
does happen um in in any new product or feature but I think um the idea that uh you're actually able to integrate with the tools um like Salesforce with their knowledge in my opinion is actually kind of it's kind of crazy. I'm uh I'm kind of surprised that it's able to do that. I'm not saying that I don't think that tools like Salesforce have robust APIs, but sometimes I feel like that stuff's kind of like gated. But I'm glad you guys were able to make that connection and um it was [clears throat] it works in your tool. [snorts] So in our tool. So let me just share my screen again. I'm going to walk you through a couple different other tools that exist in this realm. So I'm going to first start with uh a tool called I got qualified. So these are actually I'm
going to start with uh it's called Sunbird. Pull this up. Sunbird. So these are tools like this. So as you can see on my screen. >> Yep. >> Perfect. So Sunbird it has a slogan that transforming Salesforce live chat with uh AI powered capabilities. And why should you use it? If you're in fintech, healthcare, e-commerce, um this is kind of your best bet for mobile and web chat. It streamlines workflows with better handoffs and specifically handles ticket deflection, meaning the AI solves the issue before a human has to touch it. And it also allows you to transfer knowledge to the bot via content files or web link. So, similar type of stuff as we're talking about. Um, it's 30 bucks a month, I think, at the moment. It says, um, that's what we kind of see right here. But let's show you some of the
examples of how it works. So, it's almost like basically a connection to Salesforce and then like a very small uh Can you still can you hear this? Did that is that playing? >> Yeah, I can hear it. >> Okay, cool. Yeah, it's like a very um small like add-on for Salesforce. So, um just a little bit of an addition to what you're doing in Salesforce rather than needing the whole like [music] suite, I guess. um just basically chat port uh sorry live chat support improvements and is essentially like a you know there's a lot of tools that have like inboxes sort of as like a third party right so it's basically you you're getting all these queries and tickets and you're kind of like able to have it enhanced with uh the experience here with uh send on top of your Salesforce. So that's the
first one. It's not as robust it doesn't seem like than what we have, but it's just a very basic sort of AI powered chat improvement to your product. If your goal is purely sales, Piper basically lives on your website and email inbox to generate inbound pipeline. It automates meetings meeting bookings and writes follow-up emails for you. So, it's basically like an SDR agent rather than like a support one. So, the first one was like a a support agent. This one's more of a AI sales uh addition to what you're doing. So take a look at it from this perspective. Let's see the demo. >> Meet Piper, the number one AISR agent. Marketers, this is how you exceed your pipeline targets. So how does it work? With Piper, you can have a clear picture of every website visitor and a game plan for how to convert
them. Piper engages your best buyers in real time and nurtures them along their buying journey. She books sales meetings instantly and keeps deals moving right in [music] the inbox. This is how you generate pipeline at scale, at warp speed. So, [music] isn't it time you met Piper? [snorts] >> Can't can't get over the name. >> Yeah. Know, it's it's ridiculous. Piper the pipeline. Yeah. Yeah. >> It looks >> Yeah. So, as you can tell though, I mean, the purpose of this is to, you know, the first one was more customer support. This one's a little bit more salesoriented. um it's more tracking what's on your website through the API then being able to add those um people that you're booking the calls to Salesforce. Right. So it's it's kind of the more sales aspect where the other one was customer support. >> But you'll never
forget this name, right? >> No, I will not forget this name. Um >> have you ever seen the show Silicon Valley? >> Yeah, that's what I'm talking about. >> Is that what you're talking about? Pipe member. I'm the piper. >> I just cannot take it seriously. >> Yeah. No. Every time I see here, see, every time I see the word Piper or see someone name Piper after watching the show, I just laugh, which is bad. I'm glad you've seen that show. It's a pretty good one. All right, so that was uh more of the sales stuff. Um, so this is Value Text. It's an SMS and WhatsApp messaging tool. So obviously we kind of showed some uh chat bot some email stuff just now but what we kind of have here I mean agent force is great but it can be kind of tricky with
external messaging apps is kind of what the consensus is and that's where value text kind of shines. The main feature is that they provide a native SMS and WhatsApp messaging uh integration inside Salesforce. So it kind of gives you a multi-channel inbox and chat console. So, if you're like in real estate or insurance or the government or anything to that effect and you need your text to text your clients automatically, this is the agent for you. So, here's another demo. See if this will share my screen and not randomly disappear. Okay. Or the demo won't show. Cool. I think literally I'm it's like I'm just not letting the video load. So, I'm going to ignore that. Um, but let's take a look at some of the images. It's kind of like got a chat console. It's one of those like chat consoles that integrates with
a bunch of stuff including your SMS and your WhatsApp. So, >> you see like right here like from WhatsApp to business phone type stuff. So, it's kind of the um texting and and WhatsApp agent tool with an inbox and some automations. So you can trigger SMS or WhatsApp messages kind of through these automation tools. So they can automatically happen if for example somebody books an appointment or something to that effect which doesn't seem like here's it in action. >> Mhm. >> Doesn't seem like it does it as much um with a Salesforce agent force. So this is kind of that version of it. So, another one we have is a separate customer service one called ADA. >> So, ADA for customer service. This one's pretty uh top tier. Starts at 30 grand a year. So, uh if you're really a hot shot, want to try
it out, you can. uh the onboard measure it basically is an onboard measure and coach uh and and you have an onboard measure and coach an AI agent to automatically resolve they claim up to 83% of customer service inquiries. Um so this would be like replacing people type stuff and another video doesn't work. That's awesome. [clears throat] Um but it's it's just another customer service agent but like apparently at a really high level integrates with your website. um is really got a lot of the similar stuff we have to be honest with uh training, guidance, actions, AI agent profile, what channels can it integrate with? Um and then it showcases like the automated uh resolution rate. So obviously I would say some of these tools are a little bit on the fringe when it comes to to pricing and stuff, but um they still have
good value, but if you're not necessarily able to afford it, it's all good. Just wanted to kind of throw that out there. it did get good reviews, so that's why it's on the list. And then there is another two that are kind of in the same category. So lastly, if you need to manage the handoff, you kind of want to work with live person or MSY. So live person is kind of great for enterprise omni channel interactions while MSY focuses specifically on agent handover and automated case creation to keep your support team sane. So, this is another support agent. Let's hope this video loads. I'll make it short. [music] Why, by the way, why do all of them use that ridiculous upbeat like it's always with like a bass? I don't know. So, what are we do? What are we doing? Okay. Can I get
someone talking? So, the agent. Okay. >> More like a slideshow than maybe >> Oh jeez. So, it's not even a real video. I'm going to turn off the audio then. I don't need to listen to this crap. Uh Elena gets an update. [laughter] I'm not going to listen to the music. so it's another another AI agent that has the ability to kind of uh >> after you it seems like it's saying that it's unlike the other way around where basically you get a ticket and you can hand it off to an agent. So it's kind of the inverse >> if that makes sense because most of the time it's it does stuff and then tries to hand it off to the human if it gets too hard. But it seems like it's kind of a support ticket. Okay, I can send this to an agent
based on some context. So interesting. So that's uh the first out of the two. Then we got Miny. So let's show MSY which is the other option. >> I think you need to share. Okay. >> Yeah. Yeah. Yeah. [clears throat] And this one is another high value one. So it's customer service chatbot and agent handover. So automate and enhance customer service. So basically automate and enhance customer service with Mensy and Salesforce. it seamlessly hands over to live agents. So um how you would experience that I think is in a similar manner where you know someone is interacting with the agent and I'm sure you've seen it with tools like intercom but it kind of seems like it escalates it to a person or vice versa >> if need be. So what we have is like uh we have a mobile app just from AI agents
and uh mobile app and uh when someone actually you know says like talking to the the bot uh like the AI agents if they say I want to talk to human basically it just uh pings you so that um if you want to take over if you want to say like you know if you want the AI agent to hand over to you then you uh you just accept it and then um you take over the live conversation That's and uh and like as I mentioned like we have like 5,000 conversations with in our own customer support and I think we get like 150 or 200 times a day people actually switch to an human they don't just talk to like uh AI sometimes they just say okay I want to talk to someone yeah they want to deal with person and then when they
do that >> and usually we have someone But if we have someone that person takes over with large chat um so I think that's great like you know they don't have to wait AI is so fast like AI can give great answers quickly so people are happy about that but at some point like sometimes the AI >> some people just want to talk to a person and that's okay >> and if you can and the great thing is like in the past like when we try to do live chat like we had to make people wait because like we cannot just handle so many people uh either like you know turn down turn turn turn off the live chat because you know we cannot handle the load or just you know you have to wait like you know 5 10 minutes to talk to a
human being and now like you get instant uh AI answers but if you need to like talk to real person because there's less load like you can talk to the real person as well so I think it's best of both worlds uh and I love that yeah >> yeah absolutely Hey, so just to kind of summarize everything, Salesforce is definitely a tool that a lot of people are uh using to enhance what they're doing, whether it be for customer support or for their CRM. [snorts] And we've kind of gone through a broad strokes of what can be done from an AI standpoint to help enhance that experience. Obviously, I think with our agent, it was the most robust out of the third party ones uh that I saw. Obviously, some cool use cases across the board. you know, nothing wrong with like a nice specific
SMS one here or there, but I think it was really cool how we directly integrated in in a knowledgebased manner, which was great. Um, and [snorts] my final thoughts are just that if Salesforce is your tool, try these out. I think you'll find whether it's ours, Salesforce, Agent Force, whatever it is, you got to implement these things. um they're going to be more cost- effective than the people that are working for you. They're going to be more responsive. They're really helpful. Obviously, we know what Jot Form's been able to do just at a website level with so many people, but integrating between that and your CRM is kind of invaluable. Um or no, no, it like it it's impossible to kind of like quantify the value it seems like. Um sure, we can and it's a lot >> [clears throat] >> uh is what that
means, but uh yeah, those are my final thoughts. What about you? >> Yeah. Uh I think it's just like we are just starting out. Uh Salesforce is a great channel and lots of companies use Salesforce and the um AI agents has been it's like we released it uh in February just from AI agents. So it has been improving over the time and it got really good and this with this new channel uh with um you know Salesforce that um you can use that knowledge and you can also basically um you know connect your leads to Salesforce and you get all the power of JForm. So I think that's uh that's going to be a really good channel for our user or for for for all the uh Salesforce users and um there's also all these great products that are just you know they're also coming
out every day and improving every day. Um so I think it's it's just going to be great uh for everyone uh for customers as well like they can get uh quick good support from AI uh and just you know less load for humans so that they can actually provide a better service. That's that's our philosophy and um yeah that's my thoughts. >> Absolutely. >> No, I think that's that's that's awesome and um it's kind of a good summary to to end things off. So, with that being said, if you guys did like the episode, make sure to hit that like button, subscribe, give a review to the podcast, just as I mentioned at the beginning if you forgot. And also, don't forget we're on every platform. So, if you want to watch us on video and you're listening to it on Apple Podcast, you want
to see my face for some reason or face, go on YouTube. It's a good it's a good time. So, with that being said, thank you so much for listening or watching to this episode of the AI Agents Podcast and we will see you in the next one. Peace. >> Thank you. Bye-bye.