Appointiv Agentforce

Empower Agents. Elevate Customer Engagement. Automate Scheduling.

Seamlessly Integrate Appointment Scheduling Into Agentforce Conversations.
Appointiv Agentforce brings intelligent scheduling directly into Salesforce Agentforce, allowing service agents to book and manage customer appointments effortlessly—right within their natural workflow.

With AI-driven assistance, your team can engage customers more effectively, offer tailored scheduling options, and automate outreach—without leaving Salesforce.

Boost agent productivity

with AI-powered appointment workflows

Enhance customer experience

with seamless, personalized scheduling

Automate follow-ups & invitations

to maximize engagement
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Intelligent Appointment Booking Within Every Customer Interaction

Turn Conversations Into Scheduled Appointments—Instantly

Use Case: Seamless Scheduling During Agentforce Chats

Your agents are already engaging with customers in Salesforce Agentforce. Now, empower them to book appointments in real time—without switching screens or losing context.
AI-driven suggestions

Offer customers the most relevant booking options based on their past interactions and availability.

Quick actions for agents

With a single click, insert predefined Topics & Actions into the chat, guiding customers toward the best scheduling choices.

Eliminate back-and-forth

AI optimizes availability and prevents double-booking, ensuring a smooth experience for both agents and customers.

Example:
A customer contacts support about a complex issue. Rather than escalating to another team, Agentforce AI detects the need for a follow-up consultation and suggests available appointment slots in real-time—all within the chat.

AI-Generated Personalized Outreach

Engage Customers With Smart, Automated Email Invitations

Use Case: Automated Customer Success & Training Invitations

Leverage AI-driven email automation to send personalized training, onboarding, or success call invitations—without manual effort.
Intelligent audience selection

Identify the right customers based on Salesforce account insights (e.g., new users, inactive customers, VIP accounts).

Engaging, dynamic content

AI crafts compelling, personalized emails that reflect each customer’s journey and engagement level.

Effortless follow-ups

Automate reminders and confirmations, reducing no-shows and increasing attendance.

Example:
A customer’s usage data in Salesforce indicates they haven’t fully adopted a key feature. Agentforce AI automatically generates an email inviting them to a personalized training session—with scheduling options included.

Transform Case Management With AI-Powered Appointments

Resolve Issues Faster With Built-In Scheduling for Support Cases

Use Case: Automating Follow-Up Bookings for High-Priority Support Cases

Don’t let unresolved cases slip through the cracks. Agentforce AI ensures that escalated issues turn into scheduled resolutions.
Proactive case management

AI identifies open cases that require follow-up calls and suggests available time slots.

Embedded scheduling links

Customers receive direct booking options via chat, email, or SMS.

Smarter prioritization

AI determines urgency and assigns the right specialists for the appointment.

Example:
A support agent identifies a recurring issue that needs escalation. Instead of manually coordinating with another department, Agentforce AI automatically schedules a troubleshooting session with the right specialist.

Maximize Sales Opportunities With AI-Optimized Bookings

Turn Leads Into Meetings With AI-Enhanced Scheduling

Use Case: Automated Demo & Consultation Scheduling for Sales Teams

Empower sales reps with AI-driven scheduling suggestions that help convert prospects into paying customers.
AI suggests meeting times

based on the lead’s profile, interaction history, and sales stage.

One-click scheduling links

allow prospects to book a demo at their convenience.

Automated reminders

reduce drop-offs and improve attendance rates.

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Example:
A customer’s usage data in Salesforce indicates they haven’t fully adopted a key feature. Agentforce AI automatically generates an email inviting them to a personalized training session—with scheduling options included.

Why Choose Appointiv Agentforce?

100% Native to Salesforce

No external integrations or complex setups needed.

AI-Driven Smart Scheduling

Automatically suggests the best times based on data, availability, and customer needs.

Boost Agent Productivity

Let AI handle scheduling, so your team can focus on high-value interactions.

Personalized & Automated

Send tailored, engaging emails and chat prompts that drive customer action.

Ready to Transform Your Scheduling?

Sign up for a free demo or explore our solution on the Salesforce AppExchange to see how Appointiv can simplify your workflows. Let us show you a better way to manage appointments, resources, and customer interactions—all without leaving your Salesforce org.
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