31/7/25, 23:23 What Are Autonomous Agents?
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What are Autonomous Agents? A Complete Guide
Autonomous agents are an advanced form of AI that can independently execute a series of tasks and learn as they go. Here’s what that means for your business.
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Businesses are starting to realise the power of artificial intelligence (AI) by using AI agents, which help companies become more efficient and improve customer
interactions. But autonomous agents take that a step further. Autonomous AI agents are able to continually improve their own performance through self-learning and
without the need for human intervention.
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What does this mean for your business? Using autonomous AI, your company can have a fleet of superpowered agents tailored to each department’s needs.
Autonomous AI agents can instantly draw from your trusted customer data, delivering the most up to date and accurate information to your employees Try
andfor free
customers.
Here’s a complete breakdown of what autonomous AI agents are, how they work and how they can help different industries and teams make the most of artificial
intelligence.
What we'll cover:
What is an autonomous agent?
How do autonomous agents work?
What is the difference between autonomous agents and AI agents?
Examples of autonomous agents by industry
Types of autonomous agents
Examples of how autonomous agents can help your teams
How to include autonomous agents in your strategy
How autonomous agents can help your business
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What is an autonomous agent?
An autonomous agent is an advanced form of AI that can understand and respond to enquiries, then take action without human intervention. When they’re given an
objective, they can generate tasks for themselves, complete assigned tasks and work on the next one, until the objective is complete.
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Unlike traditional software programs that follow predefined rules, autonomous agents can operate in dynamic environments, making them ideal for complex tasks in
customer service, marketing, commerce, sales and more. Try for free
While autonomous AI agents don’t need human help to complete their task, they still need us to provide prompts that establish goals and the main objective to
complete.
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How do autonomous agents work?
Autonomous agents function through a combination of advanced technologies, including machine learning, natural language processing (NLP) and real-time
data analysis. Here's a closer look at how they work:
Perception and data collection. Autonomous agents start by gathering data from various sources, such as customer interactions, transaction histories and
external databases. This data collection is crucial for understanding the context of each task and making informed decisions.
Decision-making. Using machine learning algorithms, autonomous agents analyse the collected data to identify patterns and predict outcomes. They use this
information to make decisions that align with their goals. For example, an autonomous agent in customer service might analyse past interactions to determine
the best way to respond to a customer's query.
Action execution. After making a decision, the agent executes the necessary actions to achieve the desired outcome. This could involve answering customer
questions, processing orders or escalating complex issues to human agents. The execution process is designed to be efficient and seamless, ensuring a smooth
customer experience.
Learning and adaptation. One of the key features of autonomous agents is their ability to learn from each interaction. They continuously update their
knowledge base and refine their decision-making algorithms to improve performance over time. They refine their decision-making capabilities using
reinforcement learning, which improves performance over time. This adaptability allows them to handle an ever-increasing range of tasks and scenarios.
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What is the difference between autonomous agents and AI agents?
While all autonomous agents are technically AI agents, not all AI agents are autonomous. AI agents include assistive AI agents, like copilots, which use human
intervention to complete many tasks. While both assistive and autonomous AI agents are able to learn and make decisions based on new information, only
autonomous agents can complete several tasks in a row. AI agents are more like an essential tool to help human workers focus on what matters most, while
autonomous agents can execute on tasks and workflows independently.
AI agents are designed to work with a human involved, while autonomous agents are built to be self-sufficient with little to no human intervention.
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Autonomous agents in financial services
With this technology, banks can use Agentforce to autonomously manage a transaction dispute through the various channels like the banking app, SMS, website or
call. Agentforce for Banking uses the prebuilt services flows from Financial Services Cloud to file the complaint to meet regulatory reporting requirements, verify the
customers’ transaction history and spending patterns, alert the merchant and even issue a provisional credit or new card.
These autonomous agents only escalate to a human agent to review and grant the proper authorisations, saving them time to focus on more complex customer
interactions.
Autonomous agents in insurance can update coverage and extend better pricing and or coverage to qualified policyholders; update beneficiaries, schedule & deploy
claims adjusters, even issue claims checks or policy renewals — all without human intervention.
Wealth advisors reported that 67% of their daily work is non-value-added administrative work. Agentforce can reduce the employee time spent on these kinds of
tasks, so they can focus on more important issues. Agentforce can plan, schedule and summarise client meetings, then draught client communications for follow-up
meetings.
Agentforce autonomous agents will research the discussion points, like bond performance, explore exposure to international companies or even check account
credentials for power of solicitor status to ensure proper compliance. They will even route any communications to the proper licensed supervisors to ensure full
compliance and oversight.
Autonomous agents in healthcare
By using autonomous agents in healthcare, you can improve the patient experience. An autonomous AI agent can engage with patients, providers and payers to
resolve enquiries, provide summaries and take action. For instance, a patient services agent can answer simple patient questions and help schedule appointments with
the best doctor for their needs. The autonomous agent can review coverage benefits, generate medical history summaries and approve care requests.
Autonomous agents in retail
For retail companies, autonomous agents can do a lot without human intervention. They can share campaign insights, proactively manage customer outreach and
resolve cases.
A personal shopper autonomous agent is like a digital concierge for online shoppers, using generative AI to help customers on ecommerce sites, chat or messaging
apps like WhatsApp. While basic chatbots are only able to solve predefined questions, autonomous AI agents can learn from shoppers’ behaviour and preferences.
This allows people to use natural language when they search, get conversational responses and quickly add items to their basket for instant checkout.
Autonomous agents in communications
An autonomous communications agent provides faster customer support around billing enquiries. For instance, if a customer submits a complaint about a charge on
their account, the autonomous agent analyses past monthly bills, identifies the issue and validates the dispute request. This helps customers get the support they want
quickly, freeing up human agents to work on higher-priority cases.
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Types of autonomous agents
Not all autonomous agents are alike. There are many kinds of autonomous AI agents, all who work in different ways to achieve their objectives. Here are a few of the
most common types of autonomous agents you have to pick from.
Reactive autonomous agents: These autonomous AI agents are the simplest kind. They make decisions based on their specific inputs and predefined actions,
immediately reacting to new data, but not retaining it or learning from past interactions.
Deliberative autonomous agents: Also known as cognitive or reasoning agents, deliberative autonomous agents make smart decisions by analysing the
environment and aligning with the user’s objectives. They model the world, weigh different actions and select the best path to achieve your goals.
Hybrid autonomous agents: Hybrid autonomous agents combine elements of reactive and deliberative agents. These dynamic helpers can swiftly react to
immediate changes in their environment while also staying focused on the long-term objective.
Model-based autonomous agents: These autonomous agents can be expertly programmed or powered by machine learning to not only make decisions, but
learn as they go. When faced with an incomplete dataset, they'll fill in the blanks with smart predictions based on their past experiences.
Goal-based autonomous agents: Goal-based agents make smart decisions by evaluating how likely a specific action will help to achieve your goals. They're
adaptable and can make internal adjustments on the fly, responding to changes in the environment or shifts in your objectives.
Utility-based autonomous agents: These agents evaluate actions using a smart utility function that ranks outcomes based on how well they meet your goals.
In real time, utility-based autonomous agents can quickly optimise their performance based on the criteria you’ve set.
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Examples of how autonomous agents can help your teams
There’s a lot that autonomous agents can do and their utility isn’t limited to one team or department. Let’s see how autonomous AI agents can provide a boost across
your company.
Autonomous agents for service
We’re just beginning to understand the tremendous potential of autonomous agents in customer service. But here are some notable applications:
Personalised interactions: Our research shows that 65% of customers expect companies to adapt to their changing needs and preferences. By analysing
customer data, autonomous agents can offer personalised recommendations and solutions to enhance the customer experience. For example, they can suggest
products based on past purchases or provide tailored advice based on a customer's preferences.
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Proactive service: Autonomous agents can anticipate customer needs and provide proactive support, such as sending reminders for upcoming appointments or
notifying customers about potential issues before they arise. This proactive approach helps prevent problems and increases customer loyalty. Try for free
Multi-channel support: Autonomous agents can manage customer interactions across multiple channels, including email, chat, social media and phone. This
ensures consistent and efficient service, regardless of how customers choose to contact the company.
Autonomous agents for sales
Autonomous agents can help your sales team gain leads and move them down the pipeline, around the clock. Sales Development Representative (SDR) agents, like
the ones in Agentforce, autonomously answer customers’ product questions, handle objections and book meetings for your sales reps.
Drawing from your trusted customer data, autonomous agents respond to enquiries and take action accurately. You can decide how often, on which channels and
when your autonomous AI agents will engage before they escalate the case to your human agents to close the deal. Autonomous agents can meet leads on their
preferred channels, like SMS or WhatsApp and in any language.
Autonomous agents for commerce
You don’t need to have a staff of personal shoppers guiding customers to the right product — autonomous agents can do this. With autonomous AI agents in place,
you’re giving shoppers their own personal assistant, no matter what time it is or where they are.
Autonomous agents can draw from customers’ purchase history and preferences for tailored product recommendations, helping people make purchases faster. With
Agentforce, autonomous agents can also respond to people through your commerce site or on a channel they prefer, like WhatsApp.
Commerce teams can also use autonomous AI agents to create and deploy targeted, relevant promotions.
Autonomous agents for marketing
When your marketing team uses autonomous agents, they can easily create, manage and optimise campaigns from end-to-end. This technology helps marketers save
time by generating a campaign brief, target audience segment and content. Autonomous agents can even build a customer journey in Flow, Salesforce’s automation
tool.
Autonomous agents can analyse their performance against the key performance indicators you set while continuously and proactively recommending improvements.
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How to include autonomous agents in your strategy
Deploying autonomous agents requires careful planning and execution. Here are some best practices to ensure successful implementation:
Define clear objectives: Start by outlining what you want to achieve with autonomous agents. Whether it's improving response times, enhancing customer
satisfaction or reducing operational costs, having clear objectives guides your implementation process and helps you to measure success.
Assess your data infrastructure: Autonomous agents rely on high-quality data to function effectively. Ensure that you have robust data collection and
management systems in place. This includes customer interaction data, transaction histories and other relevant information. Clean and structured data helps
your agents provide accurate and relevant responses.
Select the right technology: Choose autonomous agent technologies that align with your business needs and objectives. Consider factors such as scalability,
integration capabilities and ease of use. Evaluate different vendors and solutions to find the best fit for your organisation.
Integrate with existing systems: Ensure that your autonomous agents are seamlessly integrated with your existing customer relationship management (CRM)
software and other tools. This integration enables a smooth flow of information and enhances the capabilities of your agents to allow them to access relevant
data and provide more effective support.
Focus on user experience: Design your autonomous agents with the end-user in mind. Ensure that interactions are intuitive and that the agents can provide
timely and accurate responses to ensure a positive customer experience. Test your agents thoroughly to identify and address any potential issues before
deployment, ensuring that they meet customer expectations.
Monitor and optimise: Regularly monitor the performance of your autonomous agents and gather feedback from users. Use this information to make
continuous improvements to your agents, ensuring that they remain effective and relevant. This ongoing optimisation helps you to adapt to changing customer
needs and improves the overall performance of your agents.
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Plan for human oversight: While autonomous agents can handle many tasks independently, it's important to have a plan for human intervention when
necessary. Create clear guidelines for when and how human agents should step in to assist, providing a safety net for more complex or sensitive interactions.
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Ensure data privacy and security: Implement robust data privacy and security measures to protect customer information handled by your autonomous
agents. This includes compliance with data protection regulations and regular security audits to safeguard sensitive data and maintain customer trust.
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How autonomous agents can help your business
If you're looking to integrate autonomous agents into your business, Agentforce can help. Here’s how:
Intelligent AI agents: Engage customers across channels 24/7 with human-like interactions and resolve cases swiftly by grounding every response in trusted
data.
Integrated platform with Data Cloud: Agentforce provides an integrated platform that combines AI, CRM and customer automation software. This
integration ensures that your autonomous agents have access to comprehensive and up to date customer data, so they can deliver more accurate and
personalised service. Including Data Cloud allows for seamless data integration and management, providing a unified view of customer data across all
channels.
Scalability: Agentforce brings the trust, security and scalability of Salesforce to all of your teams. This platform allows you to scale your AI solutions,
handling increasing volumes of actions without compromising performance.
Customisation with advanced tools: Agentforce offers extensive customisation options to tailor your autonomous agents to your specific business needs.
Tools like Prompt Builder and Copilot Studio help you to create customised workflows and responses, so that your autonomous agents align with your brand
and customer service goals. With the flexibility of Apex Code and integration capabilities of MuleSoft, you can connect Agentforce with other systems and
extend its functionality to meet your requirements.
Seamless integration and interoperability: Agentforce can seamlessly integrate with external systems and platforms, enabling you to build apps and
workflows grounded in all of your business data, no matter the source or data type. Whether you need to integrate with existing CRM systems or third-party
applications, Agentforce offers the flexibility and interoperability required to create a seamless customer experience.
No matter the team or industry, autonomous agents can help your company become more efficient. By delegating tedious, time-consuming tasks to autonomous AI
agents, your employees can focus on what matters most: your customers.
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Learn more about AI agents and how they can help your business.
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