Build Smarter Automation with Practical Use Cases
Agentic AI is generating plenty of buzz, but how do you cut through the hype and make it real? Marketers are excited about the potential of AI agents, yet many struggle to find a starting point and build momentum.
This playbook shows you how to identify the right AI agent use cases for your brand. You’ll learn common pitfalls to avoid, tips for balancing human and AI involvement, and the data architecture essentials that enable success. Walk away with practical insights to explore Agentic AI intelligently, creating greater efficiency for your business and better experiences for your customers.
- Find the right use case. Simpler internal use cases can help build momentum without the risk of creating a poor customer-facing experience. Defining the problem and KPIs are key to success.
- Balance humans and automation. Companies must tread carefully when using AI agents for customer-facing interactions, and know when it’s time for a human to step in.
- Empower AI agents with data. AI agents need new levels of data architecture to succeed. They require foundational models, governance guidelines, rules for engagement, and more.
- Embrace the power of partners. Salesforce Agentforce and Merkle can help companies get to market quicker with prebuilt agents, established guardrails, and highly adaptable systems.
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