Agentforce AI Bot
Dual-purpose AI agent powered by Salesforce Agentforce that provides intelligent employee support and sales intelligence, seamlessly integrated with Slack and Salesforce CRM.
🚧 Project in Active Development
This project is currently being built. Screenshots and live demo coming soon! Check back for updates or contact me to discuss the implementation details.
Project Vision
Building on the success of AuniConnect, this Agentforce-powered bot takes workplace AI assistance to the next level by combining employee support with sales intelligence in a unified Salesforce ecosystem.
The dual-purpose design addresses two critical business needs: reducing HR workload through automated employee support, while empowering sales teams with instant access to customer information and CRM insights—all accessible directly within Slack where teams already work.
Planned Capabilities
🧑💼 Employee Support Agent
HR Question Answering
Instant responses to benefits, PTO, policies, and workplace questions—similar to Aunikah but powered by Salesforce's enterprise AI.
Employment Type Awareness
Context-aware responses based on employee status (W2, 1099, full-time, part-time) pulling directly from Salesforce employee records.
Proactive Notifications
Automated reminders for timesheet submissions, benefits enrollment deadlines, and company announcements.
💼 Sales Intelligence Agent
Account Lookup
Natural language queries to find customer accounts, contacts, and deal status—with direct links to Salesforce records.
Pipeline Insights
Quick summaries of deal stages, next steps, and open opportunities without leaving Slack.
Contextual Recommendations
AI-powered suggestions for follow-ups, cross-sell opportunities, and account engagement strategies.
Technical Architecture
Leveraging Salesforce Agentforce as the AI backbone provides enterprise-grade natural language processing, security, and scalability. The bot integrates with:
- Salesforce CRM - Direct access to customer accounts, contacts, opportunities, and employee records
- Slack API - Seamless workplace integration with slash commands and interactive messages
- Salesforce Data Cloud - Unified data access across all systems for context-aware responses
- Einstein AI - Predictive insights and recommendations based on historical data patterns
Business Impact
This project demonstrates expertise in enterprise AI implementation, understanding of both HR and Sales workflows, and the ability to create unified solutions that serve multiple business functions.
By combining employee engagement and sales intelligence in one platform, organizations can:
- Reduce HR support ticket volume by 60-70% through automated responses
- Accelerate sales cycles with instant access to customer intelligence
- Improve employee satisfaction through 24/7 support availability
- Increase CRM adoption by bringing data to where teams already work
- Maintain enterprise security and compliance through Salesforce governance