Track Your Salesforce Agent’s Performance with Agent Summary

Monitor your Salesforce Agent’s activity in real time with the Agent Summary dashboard. Get clear insights into conversations, user interactions, and action outcomes—so you can measure impact and optimize performance.

Stay on top of your AI Agent’s performance with built-in reporting. From total conversations to detailed action counts like leads created or cases updated, the Agent Summary gives you the visibility you need to understand how your agent is driving results.

Agent Summary & Performance Insights

Jotform’s Salesforce Agent includes a dedicated Agent Summary section that provides a complete overview of your agent’s usage and results. Track conversations, users, and Salesforce actions at a glance to better understand how your AI Agent is working for your business.

See Total Conversations and Users

Get a clear view of how many conversations your Salesforce Agent has handled and how many unique users it has engaged with—helping you measure adoption and reach.

Track Salesforce Actions in Detail

Monitor the exact number of actions completed by your agent, such as leads created or cases updated. With detailed counts, you can quickly assess the value your AI Agent is adding to your Salesforce workflows.