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About

Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data.

About

Phano is a composite AI for Customer Success and Account Management teams at B2B SaaS companies. It cross-references each account's signals every day (usage, relationship, support and every other connected source) to surface, ahead of renewal, the accounts at risk of churn and those ready for expansion, with their probable cause and the action to take. Every diagnostic exposes its evidence, contradictions and blind spots, so teams can trust it before acting. Phano also covers client meetings end to end: a brief before every call, live coaching during it, a structured recap written to the CRM and the follow-up email drafted in the inbox. Intelligence is delivered where teams already work: email, Slack, Microsoft Teams, CRM and webhooks, plus API and MCP. The CSM protects the customer base, the Account Manager grows the accounts, from the same diagnostic. Self-serve setup, 30-day free trial, then 99 EUR per month.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales and customer success teams that need a powerful AI agent solution

Audience

Customer Success and Account Management teams at B2B SaaS companies

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I recently started using Agentforce, and I can honestly say it’s been a game-changer for my sales process. As someone relatively new to Salesforce tools, I wasn’t sure what to expect—but Agentforce made everything incredibly intuitive right from the start. The platform is lightning-fast, and the AI-powered tools help me prioritize leads, craft responses, and track opportunities way more efficiently than before.

Cons

  • Haven't come across any issues yet. So far it's been an A+ experience.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com/agentforce/

Company Information

Phano
Founded: 2026
France
phano.ai/en

Alternatives

Alternatives

Lyzr

Lyzr

Lyzr AI
Grok Bot

Grok Bot

SpaceXSI
Sintra AI

Sintra AI

Sintra.ai

Categories

Agentic AI Supported
AI Agent Builders Supported
AI Agents Supported
AI Employees Supported
AI Sales Agents Supported
AI Sales Tools Supported
AI SDR Supported
Customer Success Supported

Categories

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Not Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Integrations

Model Context Protocol (MCP) Supported
Salesforce Supported
Slack Supported
Agentforce Vibes Supported
Aurascape Supported
FirstHelm Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Koa Supported
LaunchBrightly Supported
Microsoft Teams Phone Not Supported
OpenFundraise Supported
Openlayer Supported
Outdoo AI Supported
SalesWings Supported
Salesforce Agentforce 360 Platform Supported
Salesforce Agentforce Net Zero Supported
Salesforce Einstein Supported
Salesforce Marketing Cloud Personalization Supported
SearchUnify Supported

Integrations

Model Context Protocol (MCP) Supported
Salesforce Supported
Slack Supported
Agentforce Vibes Not Supported
Aurascape Not Supported
FirstHelm Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Koa Not Supported
LaunchBrightly Not Supported
Microsoft Teams Phone Supported
OpenFundraise Not Supported
Openlayer Not Supported
Outdoo AI Not Supported
SalesWings Not Supported
Salesforce Agentforce 360 Platform Not Supported
Salesforce Agentforce Net Zero Not Supported
Salesforce Einstein Not Supported
Salesforce Marketing Cloud Personalization Not Supported
SearchUnify Not Supported
Claim Salesforce Agentforce and update features and information
Claim Salesforce Agentforce and update features and information
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