CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.
$29
per month
Agentforce
Score 7.5 out of 10
N/A
Agentforce is a solution that provides intelligent bots created and customized via a low code builder. Agentforce agents operate autonomously by retrieving data on demand, building action plans for any task, and executing these plans without human intervention.
I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
Agentforce has a lot of applications. We are using it in consulting to benchmark other clients, what they're doing, where we stand, how can we have better efficiencies coming in, et cetera. Those are the areas where it is doing exceptionally well. The area where we feel it can do much more better is maybe a market benchmark because it's been used across by so many players and it's a connected ecosystem. If Salesforce can have something where it gives me the market view of things, I can then benchmark rather than in my own universe to the broader university Salesforce and I know where I exactly stand and what more can I achieve, what's my final goalpost. So that would be something really great.
This is one thing in specific which my SMEs keep on coming back and telling me as a area of improvement. Agentforce is a little buggy, the product forgets context. So as an SME, I can't afford to forget context of the previous conversation. Typically sometimes there's a lag, which you've seen, it forgets the context and it needs to be reminded in the next conversation, which is happening, whatever we saw in the previous conversation. And then it picks up and then it helps. So if that connection can be better, it'll really help.
It would be around eight to say the UI is simple, it is like the Salesforce interface, so I don't have to look at what options sits there and what happens. That's something that is easy to understand. From a UI standpoint, it's really good. It functions on the layman day-to-day language, so that's really good. Why I scored a eight and not a nine or a 10 is because the missing off that context when you restart the conversation, that's an area which Salesforce needs to iron out and then maybe a 10 or 10.
The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
We did evaluate the EVA bots, which are coming in market for Salesforce effectiveness. Those bots are good, but they're based out of very traditional use cases in the life sciences space. Agentforce is very, very advanced, right? Eva can talk about a typical sales rep coming in, logging in the day, log their entire day, and then probably having a simple text to reporting kind of a view. And that's it. Agentforce gives me a lot of insights, it gives me a lot of actionable insights. It uses its own brain. That's where Salesforce is an AI company. So we trust the Salesforce banner for it to innovate more and more, more and more. And that's where we chose Agentforce over.
