AI Agent

Store Appointments Agent

Use AI to drive in-store appointments

Create an engaging experience to guide customers to the right location, and offer to set an appointment with a product specialist.

Progressive profiling can gather information about what they’re looking for, be consultative, and pass those details to an associate that’s ready to help when they walk in.

Options for automatic booking range from simple (manual) to complex (AI-optimized). Start small and scale when ready.

Empathetic voice & Conversational data capture

Localized data lookup for personalization

Keep customer engaged - additional data capture for the associate.

Attempt to capture contact information.

What is AI doing?

Empathetic voice & Conversational data capture

Localized data lookup for personalization

Keep customer engaged - additional data capture for the associate.

Attempt to capture contact information.

About Agentforce

Agentforce agents are autonomous AI applications that go beyond chatbots to autonomously take action, resolve complex issues, and drive business outcomes. These intelligent agents connect to your trusted business data to deliver high-value results across sales, service, marketing, and more.

Partner with Rosetree Solutions for Your Agentforce Journey: Whether you're starting your agentic journey or scaling it, Rosetree Solutions combines deep Salesforce expertise with strategic vision to maximize your Agentforce ROI.

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