AI Agents

The sales admin you kept asking for.

Salesforce-native AI Agents on Agentforce. Built lean: designed to use AI where it counts.

In production at Siemens
"AI does not replace human relationships. It enables smarter relationship management at scale."
Jeff Nercesian, VP Global Sales Operations – Process and Technology, Siemens
What we keep hearing

"Every AI pitch assumes my team will do the setup. They won't. That's why I need AI in the first place."

VP Sales, manufacturing

"We need to see it run on our data. Every demo we've seen runs on the vendor's."

Sales Transformation lead, industrial

Salesforce holds the data. Not the work of mapping, reading, or acting on it.

What they do

AI Agents that read, build and suggest inside Salesforce.

Suggestions

See what changed in a relationship, and why.

The Relationships Analyst reviews recent interactions and suggests updates to how each relationship is assessed. The Missing Contact Finder finds people who appear in emails and meetings but not on the org chart. The Influence Identifier suggests who influences whom. Every suggestion arrives with its reasoning and the activity records it was based on, and waits for a person to accept or reject it. Richer activity in Salesforce produces better suggestions.

Next steps

Next steps from your assessment, on your rules.

Not every useful suggestion needs AI. Your team sets rules on its assessment: when Decision Criteria is blank, suggest a call with the evaluator; when no business buyer is mapped, suggest finding one. ARPEDIO shows the suggested actions in the Action Manager, turns each into a Salesforce task in one click, and clears it once the assessment answers it. Every rep gets the same prompts on every deal, and managers see what's open, done, or overdue.

Production

Listed on Agent Exchange. Security-reviewed. In production.

Built on Salesforce Agentforce. Listed on Agent Exchange, Salesforce's curated AI marketplace. Security-reviewed by Salesforce. Shipped as an ISV-managed package, running inside your Salesforce instance, not plugging in from outside. Not beta. Not pilot. Production deployment, today. At Siemens Digital Industries Software, ARPEDIO agents automatically created more than 6,500 organization charts spanning more than 60,000 contacts during migration, work that previously took between 10 and 20 hours per chart.

Consumption

Built lean. AI used where it counts.

When software moved to the cloud, engineering teams learned fast: every API call, every gigabyte, every CPU cycle had a cost, and they got disciplined about it. Sales AI is going through the same shift. Conversational agents ask clarifying questions, fire write events on every record they touch and return verbose output. Salesforce charges by action; the LLMs charge by token; the bill compounds.

ARPEDIO's agents are built differently. The Org Chart Generator, Org Chart Optimizer and Relationships Generator read your Salesforce data in a single pass, ground the output in your activity history, and write back a structured result, without firing chargeable action events.

How this fits

The AI does the setup. Your methodology runs on top.

ARPEDIO's AI Agents don't replace your methodology. They do the work that makes it possible. Org charts built and kept current from activity data. Missing contacts and changed relationships flagged, with the evidence. The agents prepare the ground; your team does the judgment work: which relationships to invest in, which deals to chase, which plays to run. AI for what can be automated. Humans for what matters.

Three tiers, one platform

What the agents do
  • Build and refresh the org chart from contact + activity data
  • Find people missing from the chart
  • Identify who influences whom
  • Suggest relationship updates from recent interactions
What your team does
  • Decide which relationships to invest in
  • Judge which deals are worth chasing
  • Choose which plays to run, and when
  • Hold the customer conversations that matter
In the platform

One platform, three products.

All three run on one Salesforce-native data model.

Relationship Management

Org charts and relationship maps for every account, kept current by AI Agents.

Explore Relationship Management →
Opportunity Management

MEDDPICC scoring on every deal, with a heat map for the weekly review.

Explore Opportunity Management →
Account Management

Account plans and white space for your biggest accounts.

Explore Account Management →
FAQ

Common questions about AI Agents for sales

What is an AI Agent in the context of enterprise sales?

An AI Agent is software that takes sales-team work and does it autonomously: builds your stakeholder org charts, finds the people missing from them, suggests how each relationship has changed. Not a chatbot waiting for prompts. Not a feature inside a dashboard you'd still have to interpret. Agents read the data in Salesforce, do the work, and write the result back into records your team uses.

How is this different from Einstein or Salesforce's built-in AI?

ARPEDIO's AI Agents run on Salesforce Agentforce (Salesforce's agent platform) as a Salesforce-native ISV extension. Einstein is Salesforce's prediction and forecasting AI; it continues to work alongside. ARPEDIO's agents focus on specific account-based selling jobs: building org charts and relationship grids, finding missing contacts, identifying who influences whom, and suggesting updates to relationship assessments. The autocreation agents (Org Chart Generator, Relationships Generator) are designed to read Salesforce data in a single pass without firing chargeable action events. The two layers complement each other.

What data do ARPEDIO's AI Agents need to function?

The agents read contact records, account records, and activity data in Salesforce: emails, calls, meetings, and notes captured against opportunities and accounts. Richer activity data produces better output: fuller org charts, sharper relationship suggestions. If your Salesforce instance has sparse activity data today, the agents still run. Output improves as your team's interactions accumulate in the system.

Does ARPEDIO work with Einstein Activity Capture?

Yes. Einstein Activity Capture is the most common source of the email and meeting activity data ARPEDIO's agents read. If you use a different activity-capture integration (Salesforce Inbox, Outreach, or a custom connector), the agents work with those too, provided the activity data lands on the contact and account records.

How do ARPEDIO's AI Agents use Salesforce flex credits?

The autocreation agents (Org Chart Generator, Relationships Generator) are designed to read your Salesforce data in a single pass, grounded in your activity history, no chargeable action events fired. Customers need a Salesforce agent license and flex credits enabled to run any Agentforce agent. Salesforce's billing structure may evolve; our agents are designed throughout to use AI sparingly.

Are these AI Agents in production today, or still in pilot?

In production. The agents are deployed inside live Salesforce instances at enterprise customers including Siemens. Listed on Salesforce's Agent Exchange (the curated Agentforce marketplace) and security-reviewed by Salesforce. Not beta. Not pilot.

Can the AI give bad advice or hallucinate?

The agents are grounded in your Salesforce data: contacts, relationship assessments, activity records. Recommendations draw from what's in the system, not from a foundation model's general knowledge. When the data is thin, the agent says so ("Not enough activity on this account to suggest changes"). The agents surface suggestions; your team makes the judgment calls.

Our team doesn't trust AI. Will they adopt this?

The adoption question flips with AI Agents. Rather than asking reps to do more work (enter data, run reports), the agents do work your team wasn't doing anyway: maintaining the org chart, finding missing contacts, suggesting relationship updates. Reps see the output as something they didn't have to build, delivered where they already work — opportunity records, account pages, heat maps.

The AI does the work.
Your team makes the calls.

Book a demo with our team, or see pricing for your account teams.

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