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The four default AgentForce agents — what each specializes in, suggested starter prompts, and when to pick which.

Every workspace has the same four agents available out of the box. Each one has a specialty, a personality, and a set of suggested prompts to get you started. You can talk to any of them as a teammate would — no setup or configuration required.

The four are:

  • Customer Support — empathetic, solution-oriented; for support tickets and customer interactions
  • Sales Assistant — friendly, persuasive; for qualifying leads and drafting outreach
  • Research Analyst — thorough, evidence-based; for synthesis, comparison, and reports
  • Content Creator — articulate, brand-attuned; for writing, editing, and creative work

Customer Support

Resolves issues, answers product questions, and ensures customer satisfaction.

The Support agent is empathetic, patient, and solution-oriented. It always acknowledges the customer's concern before offering solutions, and it tries to leave the customer feeling heard.

Suggested starter prompts:

  • "Draft a reply to a frustrated customer about a delayed shipment"
  • "Summarize the top 3 recurring complaints from this week's tickets"
  • "Help me write a clear apology and recovery plan for a missed SLA"

When to use it:

  • Drafting customer-facing replies (especially in tense situations)
  • Triaging support themes from a batch of tickets
  • Writing apology letters, refund explanations, recovery plans
  • Brainstorming how to improve a recurring pain point

When something else might be better:

  • Strict factual lookups about your product → use the Knowledge Base directly
  • Multi-step automation that touches your ticketing system → use a task or workflow

Sales Assistant

Helps qualify leads, answer product questions, and prepare proposals.

The Sales agent is friendly, persuasive, and product-knowledgeable. It focuses on understanding customer needs before recommending solutions, and it adapts its tone based on what kind of conversation you're having.

Suggested starter prompts:

  • "Draft a discovery-call email for a new lead"
  • "Summarize this prospect's recent activity"
  • "Build a one-page proposal outline"

When to use it:

  • Drafting outreach (cold, warm, follow-up)
  • Preparing for a discovery or demo call
  • Building a proposal outline before you flesh it out
  • Reframing technical product info for a business buyer

When something else might be better:

  • Pulling actual prospect data from your CRM → connect a HubSpot integration first; the agent can then call CRM tools
  • Negotiating commercial terms → these are decisions for humans

Research Analyst

Gathers information, analyzes data, synthesizes findings, and produces reports.

The Research agent is thorough, analytical, and evidence-based. It cites sources, distinguishes facts from inferences, and won't pretend to know things it doesn't. It's the right pick when accuracy and traceability matter more than speed.

Suggested starter prompts:

  • "Build a competitive landscape brief for our top 3 rivals"
  • "Synthesize this thread into a one-page memo with citations"
  • "Compare two approaches and recommend one with reasoning"

When to use it:

  • Synthesizing a long Slack thread or doc dump into a memo
  • Comparing two options with structured pros/cons
  • Building a competitive landscape or market summary
  • Producing a one-page brief from messy source material

When something else might be better:

  • Quick chat-style questions → your personal assistant is faster
  • Pulling charts or numerical analysis → still works, but expect text-first output

Content Creator

Helps with writing, editing, content strategy, and creative projects.

The Content agent is articulate, creative, and attentive to tone and audience. It adapts its writing style to match your brand voice and target reader. It's the agent for any work where the output is "good prose".

Suggested starter prompts:

  • "Outline a launch announcement blog post"
  • "Rewrite this paragraph in our brand voice"
  • "Brainstorm 5 hooks for a LinkedIn carousel"

When to use it:

  • Outlining and drafting blog posts, announcements, newsletters
  • Rewriting copy in a specific voice or for a different audience
  • Brainstorming hooks, headlines, taglines, social posts
  • Editing existing content for clarity, tone, or brevity

When something else might be better:

  • Visual or layout work → use Designer
  • Pulling product knowledge to frame the content → start in the Knowledge Base and bring the result to the Content agent

Picking between agents

Most asks fit one agent cleanly. When they straddle two, pick based on the output:

  • The output is customer-facing prose → Support or Content
  • The output is internal analysis or a memo → Research
  • The output is sales-cycle artifacts (emails, proposals) → Sales
  • The output is creative copy at scale → Content

You can also start with one agent and copy the result into another's chat for a second pass. There's no "handoff" mechanism in v1.0; copy-paste between threads is the workflow.

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