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Agentforce Self-Service

Limitless scale. Instant resolutions.

Deliver faster resolutions and reduce costs across every channel with autonomous AI. Give customers exceptional, 24/7 care anywhere they need it.

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#1 Best Customer Self-Service Software | 2026

Resolve customer issues 24/7 across channels with AI agents.

Jim Roth, Salesforce [Jim Roth, Salesforce]

Agentforce Help Agent shattered our service capacity constraints handling over 4 million customer inquiries, enabling 24/7 multilingual chat support, and freeing our experts to proactively help customers get more value from Salesforce.

Jim Roth
President Customer Success, Salesforce

Build self-service your customers will actually love.

Find out how to elevate self-service experiences to boost resolution rates and customer satisfaction.

Assess your Self-Service

Deliver instant resolutions across all your channels including voice.

Agentforce Help Agent

Launch fast and extend with your preferred tools

Launch Agentforce Help Agent instantly using guided, no-code setups in Salesforce or Slack. For deeper customization, developers can leverage pre-built skills and advanced coding tools to easily fine-tune agents, accelerating time to value from day one.

Launch fast and extend with your preferred tools [Launch fast and extend with your preferred tools]

Engage customers across channels

Meet your customers wherever they are. Unify search and chat across your channels with Agentforce Help Agent. It adapts instantly to context, responding to and resolving complex customer inquiries in real time.

Engage customers across channels [Engage customers across channels]

Automate with agent actions

Agentforce Help Agent independently triggers complex workflows like scheduling appointments and managing orders. When a case requires expert assistance, the agent seamlessly escalates the issue, passing complete customer context to your service team for a frictionless handoff.

Automate with agent actions [Automate with agent actions]

Align your costs directly to your outcome

Agentforce Help Agent's pay-per-resolution pricing model means you only pay for the agent interaction when the customer issue is resolved. No need for complicated consumption forecasting.

Align your costs directly to your outcome [Align your costs directly to your outcome]
Launch fast and extend with your preferred tools [Launch fast and extend with your preferred tools]
Engage customers across channels [Engage customers across channels]
Automate with agent actions [Automate with agent actions]
Align your costs directly to your outcome [Align your costs directly to your outcome]

Deliver personalized and proactive support with AI.

Agentforce Customer Service Portal

Read the Analyst Report

Dynamic, conversational self-service

Help customers help themselves faster with a single prompt bar for search and chat. When disruptions happen, like a canceled flight, Agentforce automatically offers real-time support and takes immediate action to rebook. The result? Faster resolutions, happier customers, and fewer escalations for your team.

Dynamic, conversational self-service [Dynamic, conversational self-service]

Personalized, proactive self-service

Stop reacting and start resolving. Data 360 connects every customer's sales, service, and marketing history to serve up personalized, relevant actions that drive resolution. Agentforce uses real-time signals to spot issues and launch automated support instantly, before a ticket is ever opened.

How Proactive Service increases service resolutions. [How Proactive Service increases service resolutions.]

Appointment Booking

Let customers book, reschedule, and manage appointments on their own terms, reducing wait times and increasing CSAT without adding headcount. Native to Salesforce, Scheduler pulls in your CRM data to match every appointment to the right person based on skills, availability, and history, so leads are never missed. And with Agentforce, you can deliver an easy, conversational scheduling experience, no matter how complex.

Salesforce Scheduler booking an appointment. [Salesforce Scheduler booking an appointment.]

Enterprise Knowledge on Data 360

Help customers answer commonly asked questions and solve issues themselves with knowledge articles. Seamlessly connect third-party knowledge resources into Salesforce with Enterprise Knowledge on Data 360 to ground AI-generated responses. Reduce the cognitive load on your customer support team freeing their time to focus on critical cases.

Knowledge article with integrated information from Data 360. [Knowledge article with integrated information from Data 360.]
Dynamic, conversational self-service [Dynamic, conversational self-service]
How Proactive Service increases service resolutions. [How Proactive Service increases service resolutions.]
Salesforce Scheduler booking an appointment. [Salesforce Scheduler booking an appointment.]
Knowledge article with integrated information from Data 360. [Knowledge article with integrated information from Data 360.]

Create beautiful experiences in minutes.

Customization & Automation

Assess your Self-Service

Experience Builder

Quickly build and launch a branded customer service portal with prebuilt templates and easy-to-use, drag-and-drop functionality. Use Experience Builder to style your site, create and customize pages, and deliver a personalized experience to your customers. Its the low-code way to get started and be up and running quickly.

A dashboard displaying easy-to-use tools to create a branded self-service customer portal [A dashboard displaying easy-to-use tools to create a branded self-service customer portal]

Mobile Publisher

Launch dynamic experiences on both desktop and mobile making self-service available from anywhere. Transform your customer service portal into a pixel-perfect mobile application for both iOS and Android. Build features like notifications, persistent login, and location with clicks, not code. Mobile Publisher lets you easily maintain your app branding and get automatic updates to keep the app compliant.

A mobile display version of a branded customer portal [A mobile display version of a branded customer portal]

Service Catalog

Increase self-service resolutions by letting customers search and take action ona wide range of services through your authenticated portal. Configure catalog items to collect the right info for faster processing through workflow automation, and help admins quickly expose new items to customers with just a few clicks.

A dashboard displays Service Catalog portal. [A dashboard displays Service Catalog portal.]

Workflows

Embed business processes easily across all channels to surface the most applicable information and help customers resolve requests on their own. Use workflows to automate both simple and complex tasks from resetting a password to submitting a loan application. Workflows allows customers to seamlessly self-serve without the need to loop in a service rep.

workflows [workflows]
A dashboard displaying easy-to-use tools to create a branded self-service customer portal [A dashboard displaying easy-to-use tools to create a branded self-service customer portal]
A mobile display version of a branded customer portal [A mobile display version of a branded customer portal]
A dashboard displays Service Catalog portal. [A dashboard displays Service Catalog portal.]
workflows [workflows]
Take a tour of the #1 AI CRM for service. [Take a tour of the #1 AI CRM for service.]

Take a tour of the #1 AI CRM for service.

Find out how Service Cloud helps you deflect 30% of cases and deliver value across your customer journey with CRM + AI + Data + Trust.

Take the tour
Maximize ROI with agentic self-service powered by Agentforce. [Maximize ROI with agentic self-service powered by Agentforce.]

Maximize ROI with a customer service portal powered by Agentforce.

See how you can help more customers with smarter, faster, and more personalized self-service.

Get the report

Extend the power of customer self-service with these related products.

Service Cloud

Drive productivity, reduce costs, and increase customer satisfaction at scale with Service Cloud.

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Drive efficiencies and case resolutions faster with AI, automation, and Omni-Channel support.

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Deliver seamless, personalized conversational experiences across channels at scale.

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Customer Service AI

Use AI to boost productivity, personalize customer interactions, and scale service across channels.

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Scale Service for Financial Services

Scale customer service in financial services with automation and AI, and move common interactions to low-cost self-service.

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Learn more

Customer Self-Service Pricing

Start by selecting your Service Cloud edition. Some editions already include Self-Service right out of the box. For the others, you can easily add Self-Service at these price points.

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Help Agent Resolutions

The out-of-the-box AI service agent for every channel.
$2 per resolution
  • Out-of-the-box setup to deploy in minutes across channels
  • Unified Search and Chat experience on help sites and portals
  • Personalized, conversational agent grounded in structured and unstructured data
  • Unmetered Agentforce actions and Data 360 queries per resolution
Contact us

Agentforce Service Portal Login

Unmetered Agentforce & Data 360 Queries during 24 hour login session.
$4 per login
  • Personalized portal with modern conversational experience
  • Unified Chat and Knowledge article view
  • Unmetered Agentforce actions and Data 360 queries during 24 hour login session
  • Dynamic Cards for unified service automations
Contact us

Agentforce Service Portal Member

Unmetered Agentforce & Data 360 Queries during login session with unlimited sessions per month.
$10 per member
  • Personalized portal with modern conversational experience
  • Unified Chat and Knowledge article view
  • Unmetered Agentforce actions and Data 360 queries during login session with unlimited sessions per month
  • Dynamic Cards for unified service automations
Contact us

This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.

View detailed pricing
Mark Miller, VP of Innovation and Delivery, PowerSchool [Mark Miller, VP of Innovation and Delivery, PowerSchool ]

With Agentforce Help Agent, we will scale frictionless, personalized service across every channel to give our customers instant resolutions. Together with Salesforce, we are redefining what autonomous service can do.

Mark Miller
VP of Innovation and Delivery, PowerSchool

Get the most out of your customer self-service with thousands of partner apps and experts.

Accenture logo [Accenture logo]
Deloitte logo [Deloitte logo]
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Join the Serviceblazer Community.

Learn, connect, and grow with fellow service and field service professionals. Network and get answers in real time.

Join on Slack

Learn more about Self-Service with free learning on Trailhead.

Hit the ground running with Self-Service tips, tricks, and best practices.

State of Service: AI Agents Edition [State of Service: AI Agents Edition]
Report

The State of Service: AI Agents Edition

Download the report
Service agent and customer having better service experiences with AI. [Service agent and customer having better service experiences with AI.]
Guide

How to Prepare Your Service Team for Digital Labor

Get the guide
All About Autonomous Agents And 3 Ways Theyre Changing Service for Good [All About Autonomous Agents And 3 Ways Theyre Changing Service for Good]
Blog

All About Autonomous Agents And 3 Ways Theyre Changing Service for Good

Read the blog
State of Service [State of Service]
Report

The Seventh Edition State of Service Report

Download the report
See all resources

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Customer service portal software FAQ

What is customer self-service?

Customer self-service allows users to access information and perform tasks independently without needing assistance from a company's representatives.

What is a customer service portal?

A customer service portal is an interface (often found on a businesss website) where customers can get the help they need to either answer questions or find resolutions to issues they might be having. Learn more how customer self-service portals can improve your service and support.

What is customer self-service software?

Customer self-service software enables customers to access and complete various tasks or actions without the help of a support rep. Customers are empowered to find information, resolve issues, and complete transactions on their own time, through their preferred online or digital channels.

How can customer self-service software help my business?

Customer self-service software helps businesses reduce costs, deflect cases, and exceed customer expectations. Self-service provides no-touch support at scale, empowering customers to find the answers they need fast. As a result, agents can be more productive and focus on complex cases.

How do I choose the right customer self-service software?

To choose the best customer self-service software, first, evaluate your companys needs and goals. Think about the challenges your end users experience and identify the features and functionality that will resolve those challenges and allow your business to deliver better overall support. Then, choose the software that will fulfill those demands.

What are the benefits of customer self-service software?

Self-service benefits both businesses and customers. Customers have 24/7 access to resources, to help find answers at their convenience and improve their satisfaction. Businesses can reduce costs by offering a scalable support solution that empowers customers to help themselves on their own terms.

What is online community management software?

Online community management software provides groups with a way to connect with one another. These groups can be forums, social networks, customer communities, or any online space. Customers can use an online community to share information, discuss topics, ask questions, and provide answers.

Which customer self service tools are best for automation?

The customer self-service tools with the most useful automations help customers find answers and complete tasks without needing a support rep. Think of this technology as a first line of defense that frees up time for service reps to focus on high-value work, such as handling tickets that require creative problem-solving and empathy.

The best self-service tools for automation use smart search, AI-suggested content, and guided workflows to surface relevant articles or trigger simple actions like tracking a request or updating information. When self-service is powered by automation and tied to your CRM context, it reduces inbound demand, frees agents for higher-value work, and lets customers resolve issues on their own time.

How do leading customer self service platforms compare on customization?

Leading customer self-service platforms vary in how much you can tailor them to your brand, content, and workflows. The easiest ones to customize will let you shape the look, feel, and behavior of the technology without writing code or needing to involve IT.

Top options offer visual page editors, flexible content rules, and contextual prompts so that help centers, portals, FAQs, and AI agents reflect your voice and priorities. Smart customization means you can adapt guidance to different customer segments and product lines, keeping self-service relevant and useful as your business evolves.

How can I measure the success of a customer self-service platform?

You can measure the success of a customer self-service platform by looking at how often customers resolve issues on their own and how that impacts the demand to speak with a human rep. Key metrics include case deflection, faster time to resolution, and higher customer satisfaction after self-service interactions. Strong self-service shows up as fewer repeat contacts and more confident, efficient customer journeys.

How does self-service software use AI?

Self-service software uses AI to help customers find answers faster and resolve more issues on their own. AI improves search results, recommends the most relevant content based on intent, and powers conversational experiences that guide users step by step. Over time, it learns from real interactions to keep information accurate, remain contextually aware, and make self-service more helpful.

Can self-service software be used for both internal and external customers?

Yes, self-service software can support both internal teams and external customers by delivering the right information to the right audience at the right time. You can use this technology to give employees easy access to internal knowledge while also offering customers public help centers or authenticated portals with guided support. A unified approach keeps information consistent and simple to manage across both use cases.

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