SUMO’s Agentforce Assistants Save Teams 90 Hours of Meeting Admin Monthly

Back-and-forth scheduling. Manual meeting notes and CRM updates. Delayed follow-ups. These everyday blockers slow teams down and take time away from what really matters: meaningful customer outcomes.

With the launch of our new AI Meeting Assistants for Salesforce, SUMO Scheduler Extension for Agentforce, that’s about to change. This isn’t just smarter scheduling. It’s a smarter way to engage before, during, and after every meeting.

Here’s a closer look at its key capabilities and benefits.

What is the SUMO Agentforce Suite?

SUMO’s AI Meeting Assistants for Salesforce are modular tools joined into one extension package — SUMO Agentforce. You can use them together or individually, depending on your team’s needs. Here’s what they are and what you can do with them.

Agentforce Meeting Booker

SUMO’s Agentforce Meeting Booker is an AI-powered appointment scheduling assistant that connects leads or customers with the right rep at the right moment — whether through website chat, email, or internal flows.

Unlike rigid bots, SUMO’s Meeting Booker Assistant uses conversational AI to guide prospects, answer questions, and engage them in real time. AI spots an intent to meet and offers the most optimal slots using smart logic and Salesforce data to match by role, territory, expertise, or customer need. You can handle all scheduling complexities like meeting types and participant availability automatically.

How it helps:

• Convert more leads by engaging them when interest is highest
• Automate the handoff to sales or support without delays
• Eliminate back-and-forth and missed connections
• Deliver a seamless, human-like experience from first touch to booked meeting

Pre-Call Planner Assistant

Reps shouldn’t have to dig through tabs and scattered notes before a meeting.

SUMO’s Agentforce Pre-Call Planner pulls data about attendees and companies from Linkedin and other sources, surfaces relevant Salesforce records, and summarizes past conversations so your team walks in with the full picture.

With zero prep, you get a tailored call plan, suggested agendas, discussion topics, and even discovery questions, all designed to help reps show up ready to impress. All plans are automatically stored in Salesforce and easily searchable. Teams stay consistent, aligned, and ready to follow up without missing a beat.

How it helps:

• Cut down prep time so reps can focus on the conversation
• View quickly the contact history with the attendees just by asking your AI agent
• Help teams stick to proven sales and support playbooks
• Keep messaging sharp, relevant, and consistent
• Improve note accuracy and follow-up with structured plans in Salesforce

AI Meeting Note Taker 

SUMO’s AI meeting notetaker for Salesforce joins your meetings, takes accurate notes, generates summaries, action items, and stores all data directly in the Salesforce record. After the call, it drafts concise follow-up summaries or action-oriented emails.

Notes are searchable and tied to every account, so nothing slips through the cracks.

How it helps: 

• Take manual note-taking out of reps
• Ensure all details within the conversations are captured correctly
• Keep records complete for future follow-ups
• Build a reliable interaction history and supports handoffs between reps

Follow-Up Assistant

Inconsistent meeting follow up leads to disengaged customers and lost deals. The follow up assistant generates personalized recap emails based on meeting notes or chat conversations, helps schedule next steps, and keeps the momentum going.

How it helps: 

• Save time and ensures timely, relevant outreach
• Speed up your sales cycle 
• Keep prospects moving forward

“At SUMO, our vision is to make AI drive positive customer outcomes—like shorter wait times, understood needs, faster deal flow, and higher close rates. We do this by automating what holds teams back: manual scheduling, meeting preparation, notes, and follow-ups,” said Todd Adams, Chief Revenue Officer at SUMO Scheduler.

“Now, 70% of a rep’s time goes on low value admin tasks, and AI can help automate them all. With SUMO’s Agentforce Assistants, reps save about 1.5 hours on every meeting cycle—adding up to 90 hours a month for someone running just three meetings a day, the equivalent of a full week of productivity.”

All Inside Salesforce — No Einstein License Needed

SUMO Agentforce assistants live where your teams already work: in Einstein. They appear as a chat or sidebar component, and can launch automatically or on command using intent phrases like “book meeting” or “create pre-call plan.”

It’s like having a personal assistant for every rep, intelligently capturing customer intent, identifying action items, and guiding next steps – all within the context of your Salesforce records. 

No more manually logging calls or updating customer profiles. The AI handles it, ensuring your Salesforce data is always accurate and complete.

No need for extra Einstein licenses. SUMO runs on its own proprietary AI engine, trained to work with standard Salesforce objects like Leads, Contacts, Opportunities, and custom records. 

Each AI assistant can be activated per user profile or permission set, making it perfect for diverse teams.

Deployment

You can deploy the SUMO Agentforce suite in multiple ways:

• Out-of-the-Box Agent: A fully configured Salesforce service agent with preloaded topics and tasks (the Meeting Booker, Pre-Call Planner, Note Taker, and Follow-Up Assistant) ready to be configured to your individual needs from day one.

• Modular Topics: You can plug SUMO assistants into your own custom Salesforce  agents. For example, if your org has already built a Salesforce AI agent using Einstein GPT but lacks specific SUMO-powered capabilities (like scheduling or note-taking).

How SUMO Agentforce Stands Out: Getting The First Next Meeting Booked

SUMO Agentforce is the only AI Assistant purpose-built for Salesforce that supports the entire customer engagement cycle, not just scheduling. 

From booking to prep, notes, and follow-up, SUMO for Agenforce automates the full meeting workflow inside your CRM. It makes your Salesforce not just a hub to store data but an intelligent space where data drives outcomes. 

Real Impact, Right Away

Think about how much time goes into preparing for a meeting, taking notes, and crafting follow-up emails. It adds up! In fact, these tasks can eat up to 70% of a representative’s productive time as Salesforce reports. That’s more than a quarter of their day spent on admin, not on building relationships or closing deals.

SUMO’s AI Meeting Assistants for Salesforce are designed to reclaim that lost time. By automating these essential but time-consuming activities, SUMO is helping teams save an estimated ~1.5 hours per full meeting cycle. But it’s not just time you gain, but higher conversion rates, better data management in Salesforce, and sales cycles that move twice as fast.

Unlike traditional scheduling tools or basic website chatbots, SUMO makes automation truly intelligent. It ensures customers are seamlessly connected to the right people, at the right time, with 24/7 support via conversational AI.

Your team saves time on prep, stays focused during meetings, follows up faster, and books more qualified conversations—leading to smarter engagement and better outcomes across the board.

Ready to See SUMO Agentforce in Action?

Stop spending hours on scheduling, prep, and follow-ups — and start turning every meeting into measurable impact. See how SUMO Agentforce Assistants can power your Salesforce.