Building meaningful relationships with customers isn’t just a goal – it’s a necessity. Customers expect brands to know them, understand their needs, and provide seamless, connected experiences across every interaction. Data and AI can help marketers reach these customers in new ways and be more efficient, but it’s far from reaching potential for many organizations. In fact, according to our State of Marketing report, only 32% of marketers are completely satisfied with how they use customer data to create relevant experiences. So, where do marketers go from here? Enter Agentforce, a proactive, autonomous application that provides specialized, always-on support to employees and customers alike.
Agentforce allows marketers to forge deeper relationships, from personalized conversations to proactive retention strategies. Let’s explore five use cases that you could build an agent to solve.
What you’ll learn
1. Automate personalized, two-way conversations on WhatsApp
Interacting 1:1 with every customer who might respond to a promotional campaign on WhatsApp is a tall order for any marketing team. Historically, there’s been limited chat bot capabilities that typically use only keywords, or no ability to respond to an WhatsApp message at all. But with Agentforce, you can connect a customer-facing, autonomous agent that acts like a personal concierge, right from the WhatsApp thread itself.
Imagine a customer receiving an exclusive offer for a product they’ve shown interest in. They reply with a question, and an agent instantly responds with tailored product recommendations, current offers, or even information on complementary products. If a customer decides to make a purchase, the agent can guide customers through the entire checkout process, from completing the transaction to sending order status and updates. If they need additional help, the agent smoothly transfers the conversation to a human service rep, maintaining continuity.
Why it matters: This approach not only boosts conversions by keeping customers engaged, but it also builds satisfaction and loyalty through timely, relevant responses. By reducing support team load, Agentforce helps deliver a consistent brand experience that feels truly personal and seamless.
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Automate two-way conversations across any customer interaction.
2. Create personalized agendas for event attendees
Events are an invaluable tool for marketers to foster connections and create value for customers. However, ensuring each attendee finds the sessions and resources most relevant to them can be challenging. Trusting the attendees can find the sessions most relevant to them with a self-guided experience can result in more opportunities to abandon registration. Agentforce for Marketing can help you greet visitors on your event website, scaling the ability to provide 1:1 assistance to every visitor.
The autonomous agent can recommend sessions based on interests and help attendees build personalized agendas. By analyzing past attendance and engagement data, the agent can curate an agenda that aligns with each attendee’s preferences and priorities, from keynotes to breakout sessions. For repeat attendees, the agent can even suggest new content based on past sessions and complete registration with their customized agenda.
Why it matters: Personalized agendas help create a memorable event experience that leads to attendee satisfaction and loyalty. By making the registration journey seamless and reducing bounce rates, Agentforce supports stronger connections and builds long-term interest in your events.
3. Capture and qualify leads effortlessly on your website
When visitors land on your website, use Agentforce to welcome them with tailored product or service recommendations, offer exclusive content, and capture contact information. Depending on visitor behavior, the agent can suggest gated assets such as case studies, demo videos, or even register someone for an event or webinar. This helps avoid self-guided experiences for the visitor, often resulting in opportunities to bounce before becoming a lead or talking to a sales rep.
For highly engaged prospects, the agent can schedule follow-up meetings with sales reps, ensuring they receive immediate value without friction. This proactive, conversational approach nurtures leads by guiding them to the right solutions based on their needs and interests.
Why it matters: Automated lead capture accelerates qualification and boosts conversions. By keeping visitors engaged and moving seamlessly through the pipeline, Agentforce for Marketing nurtures leads naturally, resulting in higher-quality opportunities, and, ultimately, loyal customers.
4. Improve customer journeys with intelligent reprioritization
Keeping your audience engaged while respecting their communication preferences can be a balancing act. Before customers reach their communication limit, reassign them to the most relevant journey based on both their interests and your business goals. By reprioritizing messaging, marketers can ensure high-value content is delivered at the right time, without overwhelming customers. For example, if a customer is close to their communications cap, use Agentforce for Marketing to prioritize an upcoming product announcement or a VIP event invitation, aligning customer interests with timely opportunities for engagement.
Why it matters: Intelligent reprioritization leads to higher conversion rates, lower unsubscribe rates, and stronger customer relationships. By adapting dynamically to customer behavior, Agentforce helps ensure every interaction is relevant so customers stay engaged with your brand without feeling overwhelmed.
5. Reduce churn with proactive, personalized promotions
Retaining customers is just as important as acquiring new ones, especially when they may be at risk of churning. Agents can identify these at-risk customers by analyzing specified churn indicators — such as low engagement or decreased purchase frequency — and autonomously send a tailored promotion based on their profile and guardrails set by the marketer.
For example, if a customer’s churn score nears a threshold, reach out with an exclusive loyalty discount or renewal incentive that guides them through the redemption process. By reaching out proactively, agents helps identify where to rekindle interest and engagement before the customer decides to leave.
Why it matters: Proactive AI-powered retention strategies boost customer lifetime value, reduce churn, and foster brand loyalty. With minimal manual effort, Agentforce helps marketers stay connected to customers who might otherwise drift away.
Agentforce is more than an automation or co-pilot tool — it’s an essential partner that empowers you to deliver the seamless, personalized experiences your customers expect. By building agents to implement these five use cases, marketers can increase customer engagement, increase conversions, and build deeper, lasting relationships.
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