Salesforce announced a pair of autonomous Einstein Sales Agents: Einstein SDR and Einstein Sales Coach. The products, built on Salesforce’s Einstein 1 Agentforce Platform, will be generally available in October.

Einstein SDR Agent, a chatbot, engages with inbound prospects and is not limited to pre-programmed responses. The multi-lingual conversational marketing agent manages top-of-funnel communications and hands leads off to sellers. The SDR Agent employs RAG to interpret and process information. It can answer questions, handle objections, qualify leads, and book meetings, with responses grounded by Salesforce CRM and Salesforce Data Cloud.

“Companies can upload existing sales materials like product FAQs, sales plays, and case studies for Einstein to use to generate a trusted and accurate response to lead queries,” explained the firm.”

Revenue Operations can customize the language, avatar, and tone. They can also set “guardrails for how often, what channels, and when Einstein should engage with inbound prospects.”

Einstein SDR Agent also lets RevOps set lead routing rules, log actions as Tasks, and monitor activity via existing reports and dashboards.

“Einstein SDR Agent makes decisions and prioritizes actions that align with the desired outcomes and analyzes a prospect’s question to autonomously determine what to do next — whether that’s answering product questions, handling objections, or scheduling a meeting,” stated Salesforce. “Each response is trusted, accurate, and personalized because it is grounded in a company’s CRM and harmonized external data using Agentforce’s retrieval augmented generation (RAG) service.”

When meetings are set, Einstein SDR Agent warmly hands off to reps with a pre-meeting summary that “critical lead information and previous interactions.”

The SDR Agent supports SMS and WhatsApp.

The Einstein Sales Coach also employs RAG and text-to-voice to assist with sales role plays. Each roleplay is deal-specific, and Einstein provides post-roleplay feedback. RAG allows Einstein to customize sale scenarios based on Salesforce details about the deal, account, and prior correspondence.

The Sales Coach allows reps to practice pitching, handling objections, or negotiating before meeting with real customers.

“Using RAG, Einstein finds the relevant information in Salesforce — such as previous correspondence with that customer or external files provided, like buyer personas and buyer journey documents — and generates contextual responses in the buyer’s tone back to the seller during the role-play. For example, if a deal is in the negotiation stage, Einstein can create a role-play scenario sourced from the relevant context, including the opportunity record and buyer persona materials, to simulate the target buyer and engage in pricing negotiations.”

Salesforce Product Announcement.

Einstein Sales Coach “incorporates insights from thought leaders and reputable publications when offering seller feedback.” Feedback includes next steps identified in Salesforce and overdue tasks and uploaded content such as sales methodologies and objection handling.

During calls, Einstein provides real-time feedback, noting competitor mentions with competitive insights and providing negotiation tips.

“Every AI conversation needs to be an ROI conversation, and that will happen only when AI augments your team to accelerate growth,” argued Sales Cloud GM Ketan Karkhanis. “Every sales team needs more at-bats and more enablement to accelerate close rates, and that’s what these new autonomous sales agents will help drive. The sales team of the future is humans working with AI to drive sales success.”