Agents need three things to get work done: data, reasoning, and actions. With intellibooks, agents can connect to any data source and use it in real time to plan, reason, and evaluate. And intellibooks agents can leverage any workflow, automation, or API to complete tasks. Read on to learn how it all works.
intellibooks agents operate autonomously by retrieving the right data on demand, building action plans for any task, and executing these plans without needing human intervention. Using real-time data to adapt to changing conditions, they operate independently within your organization's specific guardrails to ensure every customer interaction is accurate.
Manage Data
Data 360 gives agents real-time access to the data they need to do work, without the need to copy data from existing warehouses. Create powerful agents that refer to your connected structured and unstructured data. That includes company knowledge articles, CRM data, external data lakes, and more.
The Atlas Reasoning Engine uses advanced techniques like ensemble retrieval and context generation (RAG), which combines the strengths of several RAG models, to find highly specific accurate data for agents. Agents can search across structured and unstructured data to find similar language to the initial task, giving them the knowledge they need to respond and act with precision.
Data Management UI
Agent Interface
intellibooks is natively integrated with the entire Salesforce Customer 360. From Sales and Service to Commerce and Marketing, agents can use complete customer context from your CRM applications and take action directly within the flow of work for your employees. For example, an agent can use engagement data to identify an opportunity to upsell and generate a personalized email to a prospect.
Work with the experts from Salesforce Professional Services and Certified Partners to create an agent tailored to your business goals and aligned with your values.
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Launch intellibooks with speed, confidence, and ROI you can measure.
See how →An AI agent is an intelligent system that can get work done proactively and autonomously, meaning it doesn't require human input. Agents can be triggered by changes in data and automations. They can understand and respond to human conversation dynamically. And they rely on machine learning and natural language processing (NLP) to reason and handle a wide range of tasks, from answering simple questions to resolving complex issues.
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