AI Agents for Salesforce: 118 Reviewed With Ratings
Salesforce is the CRM platform for enterprise sales, service, and marketing operations. The agents below connect to Salesforce opportunity records, account data, and activity history: enabling autonomous pipeline management, conversation intelligence, and revenue operations without leaving the platform.
Salesforce is the world''s leading CRM platform and the system of record for enterprise sales, service, and marketing operations. For AI agents operating in enterprise contexts, Salesforce integration is typically a hard requirement: it is where pipeline lives, where account history is stored, and where revenue forecasting happens. Tools that cannot write to Salesforce create parallel data problems that cost more to resolve than the automation is worth.
The most capable Salesforce AI agents update opportunity stages based on conversation outcomes, enrich contact and account records from external data sources, generate call summaries and sync them to activity history, score leads against custom criteria and route them to the correct rep, flag at-risk deals based on engagement signals, and generate forecast reports from live pipeline data. These are not reporting tools that read Salesforce: they are agents that actively maintain and improve your CRM data quality.
When evaluating Salesforce AI agents, the key questions are: Does the agent use the Salesforce REST or SOAP API, and is it a certified Salesforce AppExchange partner? Does it support your specific Salesforce edition: Essentials, Professional, Enterprise, or Unlimited? Can it work with custom objects and fields, or only standard Salesforce schema? And does it maintain full audit logging of all changes made, which is a compliance requirement for most enterprise security teams?
The agents listed below cover sales automation, revenue intelligence, service cloud, and marketing operations across the Salesforce ecosystem. All have been reviewed for pricing, autonomy level, and Salesforce plan compatibility.
AI Sales Agents
View all AI Sales Agents →Autonomous outbound agent: reads your site, finds prospects from 450M+ contacts, writes and sends emails, handles replies. Needs Outreach plus Credits, from $94/mo or $75.20 annual. Free to try.
B2B sales intelligence with 240M+ contacts, AI sequencing, and autonomous outreach. Free plan, with paid tiers from $49/user/mo billed annually or $65 monthly. Over 600,000 companies.
HubSpot's sales platform with Breeze AI agents for prospecting, deal coaching and support, plus two official MCP servers and an MCP client. Free tier, Starter from $7/seat/mo annual.
Cold email infrastructure with unlimited sending accounts, automated warmup, AI reply classification, and an official MCP server. Outreach from $37.60/mo annual, or $47 monthly.
Multichannel outreach across email, LinkedIn, calling, SMS, and WhatsApp with AI personalization. Email $55/mo annual for unlimited users, Multichannel $87/user/mo. SOC 2 Type II.
AI-first CRM from monday.com with built-in sales agents, an AI notetaker and a hosted MCP server. Basic $12, Standard $17, Pro $28/seat/mo billed annually (USD), from 3 seats. Ultimate custom.
Multichannel sales engagement platform for email, LinkedIn, calls and SMS, with live B2B data, deliverability tools and an MCP server. From $49/user/mo billed annually (USD).
Y Combinator-backed AI sales agent that finds high-intent B2B prospects from buying signals and runs LinkedIn and email outreach. Pro $99/mo with a 7-day free trial. MCP server.
AI SDR agent from Reply.io that builds your ICP, finds prospects in 1B+ contacts, writes email and LinkedIn sequences, handles replies and books meetings. From $500/mo billed annually.
Gmail-native sales engagement platform with AI Copilots for inbox, meetings, and sequences. Inbox Copilot from $29/user/mo annual; Suite $89/user/mo. Free tier available.
GTM data enrichment platform aggregating 200+ data providers with waterfall logic and Claygent AI research. Publishes a first-party MCP server. Free tier, paid ladders from $54 per month.
AI revenue orchestration platform that de-anonymizes website visitors and runs autonomous outbound. Four products from $10K/year: web deanonymization, inbound chat, AI inbound autopilot, AI TAM agent.
Revenue AI platform that records calls, meetings and emails to flag deal risk, forecast pipeline, coach reps and run AI agents. 5,000+ customers. Quote-only pricing.
Agentic marketing platform built on Piper, the AI SDR Agent, for autonomous inbound conversations, meeting booking and pipeline generation. Now a Salesforce company. Three quote-only tiers.
Revenue platform combining sales engagement, conversation intelligence, Deals and Clari Forecast under one Salesloft brand since the Clari merger. Quote-only enterprise pricing, no self-serve tier.
Category-defining sales execution platform with AI agents for prospecting, deal management, and conversation intelligence. Custom enterprise pricing only, with no public price list.
AI SDR platform with autonomous outreach across LinkedIn and email. Solo $200/mo, Explore $720/mo, Scale $2,000/mo on annual billing (20% off quarterly). Unlimited seats on paid plans. 250+ companies.
Revenue answers platform connecting email, meetings, calls and CRM into direct answers for revenue leaders. Formerly People.ai. OpenAI, Red Hat, Zscaler and Mitel customers. Quote-only, not per-seat.
Enterprise forecasting and pipeline product in the Salesloft platform, and the only one that kept the Clari name after the September 2026 rebrand. Quote-only pricing on annual contracts.
AI buyer enablement platform with digital sales rooms for personalized buyer journeys. Free tier; Pro $45/mo, Scale $100/mo, Elite $160/mo (USD). 15,000+ teams.
AI outbound platform combining intent data, B2B contact data, AI agents, and outbound action under one roof. Free tier; Base $20/seat/mo; Pro $60/seat/mo; Business custom.
AI-powered community intelligence and buyer-intent platform for PLG and developer-led sales. Essential $2,500/mo (annually). Aggregates 40+ signals across GitHub, Slack, LinkedIn, Discord, and CRM.
AI-powered interactive demo platform with Copilot AI and an MCP server for AI agents. Free Starter tier; Startup, Base, and Growth plans custom-priced. Speeds the buyer journey across GTM teams.
AI-powered phone and CRM dialer with PowerCall, multi-line parallel dialing, AI Insights analytics, and 100+ native CRM integrations. 7-day free trial, no credit card. 865 G2 reviews at 4.8/5.
AI SDR digital worker for B2B outbound sales with autonomous prospecting, personalization, and outreach across email and LinkedIn. Custom enterprise pricing, typically $25K-$200K+/year.
AI sales lead platform with real-time B2B contact search (1.6B+ emails, 448M+ phones), AI Agents, Engagement Hub, and Autopilot. Free tier (50 credits); Pro/Enterprise sales-led. 5,356 G2 reviews at 4.4/5.
AI Sales Engagement Platform with RegieOne orchestrating AI Agents and human reps. AI SEP $180/user/mo; Force Multiplier $499/user/mo (annual). SOC 2 and GDPR compliant.
Inbound revenue conversion platform with instant booking, AI routing, and form-to-meeting automation. Routing and Scheduling from $15K/year; Experiences from $42K/year. Annual only.
Records, transcribes and analyzes sales calls with real-time battlecards and automated CRM updates. Formerly Wingman, then Clari Copilot. Quote-only pricing inside the Salesloft platform.
B2B website chat that qualifies visitors, routes them and books meetings. Closed to new customers: Salesloft has completed its transition from Drift to 1mind. Listed as a record for existing users.
Pioneer of conversational AI for revenue teams with Revenue Digital Assistants for sales, marketing, and customer success. Custom enterprise pricing only.
Premium European B2B sales intelligence platform with phone-verified data, intent signals, and CRM enrichment. 4,000+ revenue teams. Custom pricing, typically $25K-$150K+/year.
AI agents that learn from sales conversations to automate follow-ups, next steps, CRM updates, and coaching. Quote-only enterprise pricing with no public price list or self-serve tier.
B2B contact data platform that waterfalls 100+ providers for verified emails and mobile numbers, with a first-party MCP server for AI agents. Free plan, then $41/mo billed yearly (USD).
Autonomous AI BDR that sources leads from 250M+ contacts, sends personalized multi-channel outreach, handles objections, and books meetings end-to-end. Quote-only plans, no free tier. YC-backed, $36.5M raised.
AI sales platform with custom buying signals, X-Ray Pixel for anonymous visitor reveal, and an AI outbound agent that drafts signal-grounded emails. YC-backed. Plans from $129/mo billed annually.
AI-powered parallel dialer that connects SDR teams to live conversations up to 5x faster. Quote-only enterprise pricing, annual-only, three-seat minimum (third-party benchmarks near $250/user/mo).
AI email intelligence company with two products: Email Coach for real-time scoring and Ora, an autonomous AI sales agent. Free (5 emails/month); Starter $27/mo; Ora $500/agent/mo (USD).
AI-native outbound sales platform consolidating data, enrichment, email, LinkedIn, dialer, and signals into one platform. YC W25-backed. Plans from $119/mo.
B2B revenue platform for fast deal close with CPQ, quote-to-cash, legal terms, deal shaping, and billing automation. Startup $500/mo; Growth $1,500/mo (annual). Enterprise custom.
AI GTM agent that builds sales workflows in plain English: prospect, enrich from 100+ sources, qualify leads, and push to CRM automatically. Free tier available, paid from $20/month.
Revenue intelligence platform with AI-powered forecasting, qualification, and seller productivity. Guarantees quota improvement in 6 months, forecasts within 10%. 500+ customers. Custom pricing.
1mind deploys AI Superhumans on websites, in-product and on live sales calls to qualify leads, deliver demos and book meetings 24/7. Named exclusive AI successor to Drift. Quote-only.
Real-time AI sales copilot that gives reps live answers, playbook guidance, and next-best actions during calls. Auto-generates summaries, next steps, and CRM updates. Free tier available; paid plans from EUR 39/seat/mo.
Auto-Respond replies to service-business leads from Yelp, Thumbtack, Angi and seven other channels in under five seconds, then calls to book the job. From $19 per month (USD) per connected source.
AI Customer Support Agents
View all AI Customer Support Agents →No-code AI customer service agents for web, mobile apps, WhatsApp, Telegram, Instagram, email and voice. Starter $40/mo or $34/mo billed annually (USD). 30-day free trial.
AI-native customer support platform with Botpress Desk, a visual Studio, natural-language agent building and a developer ADK. Free plan, Plus from $150/mo billed annually (USD).
Live chat, help desk and Lyro AI Agent for small businesses and ecommerce. Free plan. Starter $24.17/mo billed annually ($29 monthly), Growth from $49.17, Plus from $300/mo (USD).
AI-powered customer conversation platform unifying WhatsApp, Instagram, TikTok and more in one inbox, with autonomous AI Agents and a first-party MCP server. From $79/month billed annually (USD).
Freshworks AI support with Freddy AI Agent for autonomous resolution and Copilot agent assist. Growth $19, Pro $55, Enterprise $89 per agent/month billed annually (USD).
AI-powered ITSM from Freshworks. Starter $19, Growth $49 and Pro $99 per agent per month billed annually (USD), Enterprise custom. Freddy AI Copilot is a $29 add-on and the autonomous agent is Enterprise-only.
Omnichannel inbox for WhatsApp, email, chat, voice and social with an AI Agent for support and sales. Boost EUR 299/mo, Pro EUR 499/mo billed annually. 7-day free trial.
Zoho Desk customer service platform with Zia AI, an official MCP server, and chatbots. 125K+ companies. Express $7, Standard $14, Pro $23, Enterprise $40/user/mo billed annually (USD).
WhatsApp-first engagement platform with a shared inbox, broadcasts, chatbots, Astra AI agents and an official MCP server. Growth $59/mo, Pro $119/mo, Business $279/mo billed annually.
No-code platform for AI support agents trained on your own content, across chat, email, voice and WhatsApp. Free plan; paid plans $40-$500/mo, or from $32/mo billed yearly.
AI customer agent from Fin, formerly Intercom, now part of Salesforce. $0.99 per outcome, 76% average resolution rate across 12,000+ customers. Runs on any helpdesk or with Intercom.
AI agents, Copilot and Forethought AI agents on the Zendesk customer service suite, billed per automated resolution. Support Team from $19/agent/mo, Suite from $55, paid yearly (USD).
Customer service platform combining ticketing, messenger, and Fin AI Agent. Seats $29, $85 or $132 per month billed annually ($39, $99, $139 monthly), plus $0.99 per Fin outcome.
Voice and chat agent platform from ElevenLabs for phone, web, WhatsApp, SMS and email, with webhook and MCP tools in 70+ languages. Free tier, then calls from $0.08/min.
European omnichannel customer service platform with Mim AI Agent and MCP support. Growth EUR 89, Ultimate EUR 139, Prime EUR 179/agent/mo. All channels native.
AI-first contact center with Autopilot autonomous agents, Copilot agent assist, voice + digital channels. Digital Essentials $85, voice tiers $105-$225/user/mo. Gartner MQ Leader 2025.
Autonomous support agents that work inside Zendesk, Freshdesk, Intercom and Gorgias. Usage pricing at $0.40 per ticket handled (USD), no platform fee, no seat charge, $50 free to start.
CRM-first customer service platform with Concierge autonomous AI, Envoy agent assist, and an MCP server. Unified customer timeline across all channels. Custom enterprise pricing.
Enterprise contact center with AI Experience Orchestration, voicebots, and Agent Copilot. CX1 $75, CX2 $115, CX3 $155, CX4 $240/user/mo. FedRAMP authorized.
Enterprise AI-native contact center platform with autonomous AI Agents for voice, chat, and SMS in 30+ languages. Consumes MCP as a client. Custom pricing. SOC 2, ISO 27001, ISO 42001, HIPAA.
Robylon runs AI support agents across chat, WhatsApp, email, tickets and voice, with human reviewers covering low-confidence replies. Free plan, then credit-based plans from $22.50/mo billed annually (USD).
Customer experience AI built for LTV, purpose-built for B2C retail and DTC brands. 76% AI resolution rate. Crate & Barrel, Nordstrom. Custom enterprise pricing.
Unified WFM + AI Agents + AI Copilot platform for human agents, AI agents, and BPO vendors. MCP-enabled. Stripe, Robinhood, Etsy. AI Agents from $0.65/conversation.
AI-native player engagement platform for gaming and consumer apps with 70%+ automation rates. 500+ game studios, 2bn+ devices. Custom enterprise pricing.
Enterprise agentic AI for CX with MCP, Knowledge Agents, and Action Agents. OpenAI blueprint. Raised $110M from Accenture, Adobe. Custom enterprise pricing.
AI-native customer service platform with two products: Hiver Omni (standalone) and Hiver in Gmail. Free; Growth $25, Pro $55, Elite $85/user/mo. AI Agents from Growth tier.
Cohere enterprise AI platform with North (AI workplace), Compass (search), Command models, and Transcribe for private, secure, on-premise deployments. Custom enterprise pricing.
Shared-inbox help desk with live chat, a knowledge base and Compass, an AI agent billed at $0.75 per resolution. Free plan, paid plans from $25/user/mo billed annually.
Enterprise agentic AI platform for IT, HR, customer service, and finance automation. Acquired by Automation Anywhere. Custom enterprise pricing, typically $200K-$2M+/year.
Enterprise AI customer support platform with multi-agent autonomous resolution across 70+ integrations including MCP. Acquired by Zendesk in 2026. Custom pricing.
AI support agent that autonomously resolves 60 to 90% of tickets across chat, email, voice, and social. Three USD models from $0.19 per resolution, $0.04 per response, or $99/mo flat. ISO 27001 certified.
B2B support platform with AI Agents, an official MCP server, and an omnichannel inbox for Slack, Teams, email, and Discord. Seat-based, quote-only pricing (demo required).
Enterprise AI customer experience platform (Ada ACX) resolving support conversations autonomously across chat, email, voice, SMS, and WhatsApp. 300K+ annual conversations target. Custom enterprise pricing.
Contact center AI with Agent Assist, Togo Voice AI Agents, QA automation, and coaching. InteLogix, Credit Control. Custom enterprise pricing.
Cloud business phone and AI Voice Agent platform. Essentials $30, Professional $50/license/mo annual. AI Voice Agent from $0.19/min. 250+ integrations.
Swiss AI agent platform for customer service with MCP-native architecture and 200+ integrations. Starting from $1/resolution. Free trial. Chat, email, WhatsApp, social.
Enterprise AI customer support platform deploying autonomous agents across voice, chat, and email. Used by Hertz, Notion, Duolingo, ClassPass. Custom enterprise pricing.
Enterprise conversational AI by Reliance Jio with Voice, Support, Sales, Booking, Lead Qualification, and Insights Agents. 500+ enterprises. Custom enterprise pricing.
Agentic CX platform for commerce with action-taking AI that executes end-to-end workflows. Updates addresses, changes subscriptions, processes returns. From $1 per conversation.
AI agent purpose-built for product support, with Voice Assist, Dynamic Help Center, and Virtual Assistant. Multimodal photo, video, and voice input. Stanley Black & Decker, Husqvarna, KEF. Custom pricing.
Enterprise agentic AI platform for customer experience with autonomous AI agents across voice, chat, SMS, and messaging. Accor Hotels, Panasonic, Terminix, Roku. Custom enterprise pricing.
AI support automation platform with AI agents for voice, chat, SMS, and email. Platform fee plus usage-based AI agent pricing. SOC 2 Type II, GDPR, HIPAA, and CCPA certified.
AI voice agents that answer inbound and outbound calls for service businesses across 12 verticals, auto-built from your website URL in about 90 seconds. First agent free; paid plans from $99/mo.
AI Workflow Agents
View all AI Workflow Agents →The AI inside ClickUp's work platform, with Super Agents, search across the workspace and connected apps, and an MCP server. AI add-ons from $9/user/mo billed annually, on top of a paid ClickUp plan (USD).
AI teammate in Slack, iMessage and email that runs inbox triage, meeting prep, scheduling, reports and CRM updates across 1,000+ apps. Plus $29.99, Pro $99.99, Max $199.99 per user/mo (USD).
Visual workflow automation with advanced branching and data manipulation across 3,000+ apps. MCP server and client included. Free tier, with Core from $9/mo billed annually or $10.59 monthly.
AI meeting assistant that records, transcribes and summarizes calls on Zoom, Meet and Teams, with an MCP server. Free plan. Pro $10, Business $19 per seat/mo billed annually (USD).
Slack, Microsoft Teams and Discord AI coworker that connects to 3,200+ tools, writes and runs code, and delivers finished PDFs, dashboards, and web apps. $100 in free credits, then from $50/mo for 20,000 credits (USD).
Local-first screen and audio memory for AI agents: screenpipe captures your desktop activity, keeps it on your machine, and serves it to MCP clients through a local server with two documented tools.
AI-first productivity platform that autonomously schedules tasks, meetings, and projects across your calendar using intelligent prioritization, with no free plan and a 7-day trial from $19 per month.
AI tool-calling platform connecting 1,500+ toolkits to AI agents via MCP Gateway and function calling, with a free tier of 100,000 tool calls per month (USD).
Agentic AI work surface that turns meeting conversations into completed work across Salesforce, Jira and Slack. Free tier, or $16.67/user/month billed annually.
AI meeting agent with OtterPilot, Sales Agent, SDR Agent, and Recruiting Agent. 496 G2 reviews at 4.4. 1B+ meetings processed. MCP Server. SOC 2 Type II + HIPAA. Free; Pro $8.33/user/mo.
Fair-code workflow automation with 500+ integrations, AI agent nodes and a built-in MCP server. Self-hosted Community Edition free, n8n Cloud from EUR 20/mo billed annually.
EU-based AI meeting intelligence for sales and CS teams. Recording, AI summaries, coaching playbooks, and CRM sync across Zoom, Meet, and Teams. Free plan; Pro from $18 per user per month.
AI meeting notetaker that records, transcribes, and summarizes calls with action items and CRM sync. Bot-free capture available. Number one on G2 with over 6,900 reviews. Free plan; Team from $15 per user per month.
AI workspace platform with Notion Agent, 1M+ Custom Agents, and Enterprise Search across Slack, Google Drive, GitHub, and Jira. Official MCP Server. SOC 2 Type II. Free; Business $20/seat/mo.
kapa.ai turns technical docs, code, tickets and community threads into cited answers for AI agents through a retrieval API, a hosted MCP server and pre-built agents. 14-day free trial, then quote-only plans.
Workato is an enterprise integration and automation platform that publishes workflows as governed MCP servers for AI agents. Gartner Magic Quadrant Leader for iPaaS. Quote-only pricing across four editions.
MCP-native runtime connecting AI agents to 8,000+ tools across 44 integrations with prebuilt OAuth and per-action governance. Free tier; Team $25/mo plus usage (USD).
Superhuman Docs (formerly Coda) is a docs-and-tables workspace with Docs AI, 800+ integrations and a Docs MCP server for Claude and ChatGPT. Free plan, Pro from $12/mo per Doc Maker billed annually (USD).
The most widely used workflow automation platform, connecting 9,000+ apps with Zaps, an official MCP server in beta, AI Agents, and Chatbots. Free tier, Professional from $19.99/mo (USD, annual).
AI meeting intelligence platform that automates note-taking, follow-up emails, CRM updates, coaching scorecards, and revenue forecasting across sales, CS, and product teams. From $19/user/mo.
Chrome-based AI agent for GTM teams that scrapes leads from any website, qualifies them with AI and enriches contacts. 100 free credits a month, Basic $10/mo, Premium $50/mo (USD).
Multi-agent orchestration platform that assembles AI agent teams to run marketing, sales and operations work across 3,000+ integrations. Starter from $30/mo billed yearly or $50 monthly (USD).
Spellar AI is a no-bot meeting companion for Mac, iPhone, and iPad that records calls locally, auto-generates summaries and action items, and builds cross-meeting memory across sessions.
Self-learning AI agent platform for enterprise operations with self-healing outputs, MCP server, and native connectors for SAP, Oracle, Workday, Salesforce. Free 20 tasks/mo; Pro $50/mo; Scale $3,990/mo.
Shared AI teammates in Slack, Teams, Discord, HubSpot and Zendesk that answer from connected team knowledge and act across 2,500+ tools. Exposes its own MCP server. From $79/mo billed yearly (USD), 14-day free trial.
AI company workspace where Tycoon Agent manages a roster of AI agents for solo founders and teams, with 45 connectors and an MCP server. One wallet funded from $50/mo (USD), usage metered.
Enterprise AI agent platform for building and managing an AI workforce. 1,000+ native integrations, MCP server and client, SOC 2 Type II. Sales-led pricing, self-serve signup paused.
Oz by Anyreach is an AI teammate across Slack, Teams, email, voice, and web that returns finished work. Credit-metered from $33/seat/mo billed annually (USD); every send, payment, or delete waits for one-tap approval.
Universal AI agent for work: ask questions across connected systems, automate workflows, and build internal apps from Slack, web, or mobile. Free starter with $25 credits, Pro from $50/mo. SOC 2 Type II.
AI teammate from Process Street for Slack and Microsoft Teams: research, reports and follow-ups across 3,000+ tools, with writes held for approval. $100 in free credits, then $50/mo.
Managed AI operations manager for SMBs handling inbox, calendar, invoicing, and CRM in your voice. Solo $295/mo, Biz $495/mo. Done-for-you 24-hour setup.
AI Marketing Agents
View all AI Marketing Agents →AI video platform for B2B revenue teams with Video Agent, AI avatars, video messaging and hosting. Free plan. Starter $59/seat/mo billed annually (USD). Video Agent add-on $24/seat/mo.
6sense is an enterprise B2B GTM intelligence platform with first-party Signalverse intent data, predictive account scoring and RevvyAI. Quote-only pricing with no public rates.
Enterprise digital experience platform with Opal AI agents and a remote Experimentation MCP server, spanning CMS, experimentation, personalization and commerce. Custom pricing via sales.
Ecommerce identity resolution that names anonymous website visitors and routes them into Klaviyo, Meta Ads and Shopify. Three priced modules from $373 per month on an annual commitment (USD). US traffic only.
AI marketing copy platform with Predictive Performance Scores trained on real conversion data. From $39/mo billed yearly, $49 monthly (USD). Business and Enterprise are quote-only.
AI marketing platform with on-brand content generation, a first-party MCP server, brand voice controls and 100+ specialized agents. Pro from $59/seat/mo billed yearly, Business quote-only.
Social media management platform with Trellis AI agent, listening, customer care and analytics. Essentials $79, Standard $199, Professional $299, Advanced $399/seat/mo billed annually (USD).
AI-powered SMS, email, RCS, and push marketing platform with agentic AI for personalization, audience optimization, and journey automation. 8,000+ brands. 150+ integrations. Custom pricing.
GTM AI platform codifying sales, marketing and ops workflows into autonomous agents. Multi-LLM. Chat from $24/mo billed annually. Enterprise is demo-only. Acquired by Fullcast.
Enterprise B2B ABM platform combining AI intent data, account identification, native B2B advertising and orchestration. First-party MCP server for ChatGPT, Claude, Gemini and Copilot. Quote-only, enterprise pricing.
AI agent for B2B sales and marketing teams that creates on-brand, account-personalized assets such as deal rooms, ABM pages, business cases and pitch decks. Free plan. Business from $50/mo.
AI Customer Success Agents
View all AI Customer Success Agents →Customer success platform with 15+ purpose-built AI Agents, ChurnZero Connect (MCP) for Claude and ChatGPT, and Agentic Essentials subscription. Custom pricing.
Staircase AI by Gainsight analyzes every customer communication: emails, calls, Slack, and support tickets, to surface churn risk, sentiment shifts, and stakeholder changes without manual CSM data entry.
Planhat is an agentic customer platform for B2B enterprises with governed AI agents, integrated CRM, health scoring, and lifecycle automation in a single operational workspace.
Salesforce-native customer growth platform by Totango with autonomous playbook execution, expansion signal detection and post-sales revenue forecasting. Quote-only pricing, Practitioner and Viewer seats.
Customer success platform for SaaS with AI agents that self-configure around your business rules, health scoring, churn prediction, and lifecycle automation. Custom pricing.
Gainsight is the enterprise customer success platform that uses AI health scoring, predictive churn alerts, and automated playbooks to retain and grow B2B accounts at scale.
Skalin is an AI customer success platform for mid-market B2B SaaS that unifies customer data into self-calibrating health scores and flags churn risk before renewal. Scale plan from EUR 569/mo billed annually.
AI-native customer success platform with a custom agent builder, autonomous CS agents and a first-party MCP server. Gartner MQ Visionary 2025. Quote-only pricing, five seats included.
Vitally is a customer success platform for scaling SaaS teams, combining AI Copilot-powered account intelligence, automated meeting notes, and lifecycle playbooks in one workspace.
Totango is a Forrester Wave Leader customer growth platform combining composable journey management, predictive revenue intelligence, and AI-assisted health scoring for enterprise CS teams.
ClientSuccess is a customer success platform for B2B SaaS teams combining AI automation, meeting intelligence, customer portals, and journey management in one purpose-built workspace.
AI-native revenue platform with Super Agents (Olivia, Oliver) and an agent suite for sales, CS and RevOps. Role-based apps from $19 per user per month, with agent actions billed as credits.
Noded is a post-sales customer context graph that auto-assembles a live account story from 20+ tools and exposes an MCP server. From $20 per user monthly billed annually, $25 month-to-month (USD).
AI-powered customer experience platform that creates dynamic, personalized customer hubs, reducing onboarding time and scaling CS coverage through automated experiences. Custom pricing.
Akita is a customer success platform for SaaS startups with automated health scoring, 100+ native integrations, and playbook automation. Plans from $49/month, no contracts.
AI HR Agents
View all AI HR Agents →Unified HR, IT and Finance platform with a first-party MCP server and confirmation-gated AI. Quote-only pricing, billed per employee per month, no public rates.
Enterprise agentic AI for HR, IT, Finance and Procurement back offices. MCP and A2A built in, priced per resolved task. 70%+ tickets auto-resolved across 500+ enterprises. Custom pricing.
Enterprise iPaaS and agentic AI platform with HR automation via Enterprise MCP. 1,200+ pre-built connectors, 10,000+ enterprise customers. Gartner MQ Leader for iPaaS. Custom pricing across four editions.
Enterprise HCM with Sana AI, Illuminate AI and Paradox conversational hiring. Agent-Ready Tools expose Workday natively over MCP. Flex Credits AI pricing. Custom enterprise pricing, no public rates.
People management platform with AI for performance, OKRs, engagement and compensation, plus a first-party MCP server. Engagement from $4 seat/month, Foundations $13, billed annually in USD.
Enterprise talent intelligence platform with AI career sites, candidate engagement, internal mobility and HRIT workflows. 700+ organizations. Quote and RFP only, no public rates.
Enterprise HCM suite from SAP with Joule AI copilot, localized payroll in 100+ countries, and deep SAP estate integration. Quote-only, one to five year contracts.
AI Research Agents
View all AI Research Agents →Enterprise AI platform combining competitive intelligence and win-loss analysis. Publishes its own MCP server plus bidirectional CRM sync and battlecards. Quote-only annual pricing.
Crayon is an enterprise AI competitive intelligence platform that tracks competitors across 100+ data types and delivers battlecards to revenue teams, on quote-only enterprise pricing.
AI data analyst for Slack, Teams, and 238 published data connectors that refuses stale data and builds dashboards on demand. Free tier: $100 credits plus 50 AI tasks. ISO 27001, SOC 2 Type II.
CDGenie is the AI assistant inside the CaseDocker legal suite, working across contracts, cases, compliance, notices, documents, billing and reporting through structured workflows with human review.
AI Coding Agents
View all AI Coding Agents →Frequently Asked Questions
Do Salesforce AI agents require a specific Salesforce edition?
Most agents that write to Salesforce require Professional edition or above for full API access. Some read-only integrations work on Essentials. Always confirm your edition before purchasing. Salesforce API access is one of the most common compatibility blockers.
Are these agents listed on Salesforce AppExchange?
Some are, some are not. AppExchange listing indicates the agent has passed Salesforce's security review, which is meaningful for enterprise compliance teams. Non-AppExchange integrations can still be legitimate and capable, but require more thorough independent security review.
Can Salesforce AI agents work with custom objects and custom fields?
The more capable agents can read and write to custom objects and fields in addition to standard Salesforce schema. Simpler tools only work with standard objects like Lead, Contact, Opportunity, and Account. If your Salesforce org uses significant customisation, this is a critical evaluation criterion.
Which AI agents integrate best with Salesforce for sales team automation?
For sales follow-ups and pipeline management, Outreach and Salesloft are the deepest Salesforce integrations for sales execution. For revenue intelligence and CRM data quality, Gong and Clari both write directly to Salesforce opportunity records. For autonomous outbound prospecting that syncs to Salesforce, Apollo and Artisan Ava are widely used.
Which AI agents work with both Salesforce and HubSpot?
Several agents integrate with both Salesforce and HubSpot, making them suitable for teams using both CRMs or transitioning between them. Apollo, Instantly, Outreach, Gong, and Attention all support both platforms natively. For teams that also need data warehouse integration alongside CRM, Clay and Composio offer the broadest multi-system connectivity.
How quickly can a Salesforce AI agent be deployed?
Deployment time varies significantly by tool. Lighter-weight tools like Gong and Apollo can be connected to Salesforce in hours with minimal configuration. Deeper integrations like Salesforce Agentforce, Outreach, or Attention typically require days to weeks of setup and workflow configuration. Enterprise deployments with custom objects, complex routing, and compliance requirements can take 4 to 12 weeks.