AI lets sales reps ask questions and take action across accounts, opportunities, meetings, emails, and CRM records from one conversational workspace—retrieving context, surfacing call and deal intelligence, updating fields, syncing pipeline changes back to the CRM, creating tasks, and delivering account or opportunity summaries inside tools like Slack, Teams, and Outlook without manual navigation.
Reps still decide which accounts to prioritize, how to interpret deal context, and what actions to take with buyers. AI accelerates lookup and execution, but humans own judgment, customer communication, and account strategy.
A rep asks a chat assistant for account history, open opportunities, recent activity, and buying signals before deciding how to engage the account.
Outreach Omni / Salesforce Agentforce AssistantA seller uses natural language to update deal fields, log notes, and create follow-up tasks without clicking through multiple CRM screens.
Microsoft 365 Copilot for Sales / Salesforce Agentforce AssistantBefore a customer call, a rep asks the assistant to summarize prior meetings, emails, and next steps from one conversational workspace.
Gong / Outreach OmniI help companies navigate AI adoption -- from strategy to production. Whether you are building your first LLM-powered feature or scaling an agentic system, I can help you get it right.
Design and build LLM-powered products and agentic systems
Go from idea to production with a clear implementation roadmap
Build AI with human-in-the-loop in regulated environments
Bring AI sales agents, your CRM data, and your business context into the one place your sellers already work. Run your entire revenue motion without ever leaving Slack.
Prospect, manage pipeline, and close deals in a seller-first workspace. Agents handle the grind so sellers can focus on what matters: building relationships and closing deals.
Customer expectations have reset. Here’s how agentic AI across Microsoft 365 Copilot and Dynamics 365 helps sales and service teams meet the new standard—right in the flow of work.
Every customer conversation generates signals about risk, opportunity, competitive threats, and buying intent.
Most of those signals never make it into your systems. They remain trapped in calls, emails, meetings, and disconnected workflows.
As companies race to deploy AI, they've discovered a new problem: AI is only as good as the context it can access.
The result is an action gap: the space between what your customers are telling you and what your organization does next.
The latest Agentforce Sales releases expand what your digital workforce can do across every stage of the revenue cycle. Updated monthly.
What it does: Researches CRM signals, web data, and third-party sources like ZoomInfo overnight, then delivers a ranked hit-list of the best accounts and contacts right inside Salesforce and Slack every morning, each with a "why now" reason and a draft message ready to send. Once the email is reviewed, the agent sends it, answers questions, and books meetings for reps with qualified leads.
What it does: Agentforce Sales in Slack brings agents, enterprise context, and CRM data together in a single Slack interface — so sellers can prospect, update pipeline, and close deals without ever switching tabs. Agentforce agents work proactively in the background, handling prospecting, engagement, and account management while sellers stay focused on relationships.
1 billion. That's how many times our users click the global search bar inside Salesforce every month.
Today, we're turning those 1B lookups into instant actions.
Introducing Agentforce Coworker — your autonomous AI teammate.
✅ Knows your business from day one: Opportunities, cases, accounts, pipeline, service history, and your entire trusted enterprise context — ready before you ask.
✅ Takes action on your behalf: Orchestrates multiple agents, executes complex tasks, and drives work forward.
✅ Built headless-first, works everywhere: Salesforce, Slack, Microsoft Teams, Desktop, Mobile, ChatGPT, Claude. Wherever you work, Coworker is already there.
No copy/paste. No tab hunting. No context switching.
We went from concept to implementation at a speed that would have been unimaginable just a year ago. This is the pace we're setting at Salesforce — and we're just getting started.
When AI handles the operational burden, people get back to what they do best: driving customer success.
This is the Agentic Enterprise in action.
Our Spring 2026 release is here. And it's one of the biggest we've had 🔥
There is something for every part of your revenue team.
Outreach Omni, our conversational agent, lets reps ask any question and take action across accounts, opportunities, meetings, and more. All in one place, with full chat history.
For RevOps, Agent Studio lets you deploy ready-to-run AI workflows from a visual canvas in minutes. No building from scratch.
This release also includes:
✅ Meeting Prep Agent briefs reps before every meeting
✅ Deal Agent sends AI-suggested updates directly to Slack
✅ Smart Kaia Coach automatically scores coaching opportunities at scale
✅ Outreach Knowledge grounds AI in your own sales content
Explore the full release: https://okt.to/E1uR3d