Professional ServicesCan an AI agent handle tax-season customer support surges?
1-800Accountant deployed Agentforce for 24/7 client support during tax season, answering questions such as tax return status using CRM data and IRS public sources.
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AI agent use cases in Professional Services
Accounting, tax, legal, and consulting firms.
Professional Services
Professional ServicesHow did the World Economic Forum use AI agents for Davos attendees?
The World Economic Forum used Salesforce Agentforce to answer attendee questions on sessions, venues, and shuttles at its Annual Meeting.
Professional ServicesHow is Paychex using AI agents for payroll service calls?
Paychex uses a Sierra agent for transactional payroll calls such as entering hours.
Professional ServicesHow does EvenUp use AI to draft personal-injury case documents?
EvenUp's Claude-powered platform drafts personal-injury case documents for law firms.
Professional ServicesHow does Contractor Appointments use an AI scheduler to book appointments from texts?
Contractor Appointments built an AI scheduler with Zapier that parses homeowners' after-hours text replies, checks availability, and auto-books appointments with no human needed.
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