Based on technology acquired with Exceed.ai, Genesys Cloud AI consists of an AI sales assistant and AI chatbot featuring dynamic lead nurturance and lead qualification process support.
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Agentforce
Score 7.5 out of 10
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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.
Exceed.ai is helpful when a business wants to offer a 24/7 live service without live-staffing during that time, allowing the live staff to only focus on the pre-qualified leads (pre-qualified through Exceed's service). For example, if we can only assist a group of qualified customers who meet specific conditions, allowing Exceed to pre-qualify them may mean that 50% are qualified and 50% are not qualified, allowing our live sales agents to focus on the 50% who have already been qualified.
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.
During the initial setup and onboarding, we had a white-glove approach from the Exceed Customer Success team: weekly touchpoints to review and evaluate progress towards our stated objectives. Outside of our regular catch-ups, should any questions or issues arise, Exceed has a chat function that always seems to be staffed. The average response times to questions was 10-20 minutes.
Our biggest issue with Pipedrive was during the implementation process. We quickly found their programming to be not that good, so we decided to switch to Exceed.ai It is an intelligent virtual assistant tool that can help you with your daily activities. Whether it is scheduling meetings, sending emails, or reminders, we are always at your service.
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.
There is a significant benefit to using a service/virtual assistance to answer and qualify customers versus life staffing agents.
There is another benefit to cost savings by allowing our teams to automatically be scheduled to calendar invites with approved/qualified customers only.
