Agentforce In-Person-Meeting Assistant Capabilities?

Question

Question : Is it possible that Agentforce In-Person Meeting Assistant can actually answer Salesforce product questions (or any product details in Data 360) in real-time, as a screen prompt or end of an in-person meeting summary, if the Sales Rep needs help in the meeting? When in face-face-meetings with B2B customers, you want to answer every product detail and specification in the meeting that a customer may ask.  It's still great that there is a follow up email summary and answers to questions sent post meeting. Post-Meeting (Analysis & CRM Sync) Automated Summaries: The tool generates call summaries and highlights key action items, including mentions of products, pricing, or customer objections. Actionable Data: The structured notes are synced directly to Conversation Intelligence (formerly Einstein Conversation Insights), ensuring the conversation is captured within the relevant Salesforce CRM records.

Daivat Dholakia · Accepted Answer

@Laura Kendall https://trailblazers.salesforce.com/profileView?u=005KX000001ZeNeYAK  - I am the Product Manager owning In-Person Meeting Assistant in Salesforce Mobile App. The goal of the in-person meeting assistant feature is to ensure that the sales rep is paying attention to the conversation while ensuring that none of the insights are "left in the room". The Salesforce Mobile app acts as the silent note-taker while the Sales rep engages fully with the meeting participants. Currently, you are not able to switch to a different app while the transcription is ongoing in the Salesforce Mobile app or you can lock the phone and see the live activity on the lock screen but you cannot open/access Agentforce while the transcription is ongoing in the app.     We are looking at adding more functionality pre-meeting and post meeting and I would love to discuss what you have in mind as funtionality we should add. Could you please email me at  ddholakia@salesforce.com  so we can setup some time to chat?

Laura Kendall · Answer

Thank you for your answers!  There was a new study released that buyers are becoming more informed prior to face-to-face meetings with the use of AI for product/services research. With the buyer behavior changes, sales reps should be more prepared to close in the in-person meetings. A rep being able to answer all customer question in the meeting to build trust and reduces the follow-up questions can greatly secure closing the deal.      @Manimaran Gunasekaran https://trailblazers.salesforce.com/profileView?u=0054S000001LFWgQAO    (1) Build a custom Agentforce Agent with product catalog actions grounded in Data Cloud. (2) Enable it on the Salesforce Mobile App for live queries.    - Yes, this is planned. But for those of us who provide Salesforce solutions, it would be awesome if Salesforce could make all product details and help notes preloaded into Data 360 as an option to add.  That way we would have the correct information and all the updates. Maybe it already exsits, I am just unaware.  Building the knowledge library is a full time job!     @Daivat Dholakia https://trailblazers.salesforce.com/profileView?u=0054S000001Y2QTQA0   The post meeting features are amazing, but I was hoping that it could be done in real-time too. It sounds like it's just recording and disconnected until the meeting ends, then sent to the CRM and Data 360 to do the follow-up work.      When in the in-person meeting, Sales Reps need to answer questions, recap the meeting, identify follow up items, Opportunities, next steps...  and reiterate back to the customer at the end of the meeting.   So, Reps would still need to take notes to do this, as the Assistant can't summarize, answer questions, or recap in real time.      I would be more than happy to discuss and will reach out to you.

Agentforce In-Person-Meeting Assistant Capabilities?

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