Build Custom Salesforce Agents from Scratch
Create a fully tailored Salesforce Agent without relying on predefined templates. Choose your own Salesforce knowledge articles, define actions, and design workflows to fit your exact business needs. Add as many actions and knowledge sources as necessary to build powerful, Salesforce-backed AI Agents.
Design your Salesforce Agent your way. From knowledge articles to actions and workflows, you have complete flexibility to build an AI Agent that matches your Salesforce processes and customer needs.
Fully Customizable Salesforce Agents
With Jotform’s Salesforce Agent, you can start from scratch and design every aspect of your Agent. Select which Salesforce Articles to include, add actions for creating or updating records, and layer in as many workflows as needed. This flexibility ensures your Salesforce Agent is built to handle your unique processes and customer interactions.
Add Unlimited Knowledge and Actions
Include as many Salesforce Articles and actions as needed to strengthen your Agent. Build workflows that scale with your needs and empower your Agent with rich capabilities.
Design Workflows Your Way
Shape the logic, responses, and actions of your Agent to perfectly align with your business processes and customer expectations.
