Financial ServicesGenerative AIAgentic AIConversational AI
Datasite's Agentforce resolves 70% of dealmaker chat inquiries autonomously
Datasite
Datasite, an M&A SaaS platform used by over 1.8 million dealmakers across 180 countries, deployed Salesforce Agentforce to replace its Einstein chatbot for customer chat support. Agentforce pulls answers directly from Datasite's knowledge base of over 2,000 articles, transfers cases to live Assist team members with a chat summary when needed, and understands natural-language queries in multiple languages. Datasite expects Agentforce to resolve 70% of incoming chat queries, 20% more than the prior Einstein chatbot's 50%.
