TASK Customer service

Answer customer questions and hand off cases

Many enquiries can be answered from the same knowledge base. A service agent can prepare a reply and hand unresolved cases to the team with context.

Agents to start with

  • Agentforce

    For service workflows using existing Salesforce data and approvals.

  • Sierra

    For service across chat, voice, email and WhatsApp with connections to your own systems.

  • Decagon

    For defined handoffs and escalation rules in a connected ticketing system.

Examples for this task

Sample task to adapt

Handle a customer request.

Handle this customer request using the approved knowledge sources. Prepare a sourced response and hand unclear cases to the service team. Check permissions before taking actions in customer systems.

Documented use cases

How to approach it

Handle customer needs using approved knowledge and clear handoffs.

  1. Define knowledge, customer channels and permitted actions
  2. Check responses and handoffs using test requests
  3. Trace quality and completed actions

What to check

Check facts, privacy, action permissions and human handoffs.

Choose the service channels and check which customer data the agent may use.

All candidates in the catalogue

  • 15agents in the catalogue
  • 3self-hostable
  • 3can start without a base fee
  • 0documented as available in Europe

Start the agent finderFilter the catalogue

Agent builders 9

  • Agentforce

    Enterprise agent platform

    Configure agents and actions on the Salesforce platform for business processes.

    With requirements

  • IBM watsonx Orchestrate

    Agent platform

    Enterprise platform for building and managing agents and business workflows.

    Self-hostableWith requirements

  • Langflow

    Builder for agents and workflows

    Visual builder for assembling AI agents and workflows by drag and drop and serving them as an API or MCP server.

    Self-hostableAvailability still unclear

  • Botpress

    Platform for conversational agents

    Cloud platform for AI agents in customer conversations: in Studio or with the TypeScript ADK you build agents that call tools across several steps and can hand over to people.

    Free to startWith requirements

  • Gemini Enterprise

    Agent platform for businesses in editions

    Paid agent platform from Google for businesses: search across company data, assistant, Agent Gallery and Workflow Builder in several editions.

    Partly restricted

  • HubSpot Agent Hub

    Agent workspace in a CRM platform

    Agents in HubSpot for customer service, sales, marketing and data. Agent Hub brings together prebuilt and custom agents that work in the CRM and are billed through credits.

    With requirements

  • SAP Joule Agents

    Agents for SAP business processes, with builder and governance

    Prebuilt and custom AI agents from SAP that run multistep business processes across SAP and other systems and are coordinated by Joule Assistants.

    With requirements

  • ServiceNow AI Agents

    Agents and orchestration on an enterprise platform

    AI agents on the ServiceNow AI Platform that work in teams through an orchestrator and agentic workflows to run tasks in IT, customer service and HR.

    Availability still unclear

  • UiPath Agents

    Agent capability of an automation platform

    Agent capability of the UiPath platform: with Agent Builder in Studio you build agents with prompts, tools, context and human escalations and run them through Orchestrator.

    Self-hostableFree to startWith requirements

Specialist agents 6

  • Webex AI Agent / Dialog

    Customer service platform with announced agent orchestration

    Platform for voice and digital customer service agents. The existing AI Agent Studio supports autonomous and scripted agents; Dialog was announced on October 7, 2026 as a new orchestration layer. Dialog beta is planned for Q1 2027.

    With requirements

  • Sierra

    Enterprise platform for customer service agents

    Platform for customer service agents across chat, voice, email and WhatsApp. Agent Studio, Ghostwriter and Explorer support building, testing and improvement.

    With requirements

  • Decagon

    Enterprise platform for customer service agents

    Platform for customer service agents across chat, voice and email. Agent Operating Procedures structure workflows; Duet assists with development and improvement.

    With requirements

  • Fin

    AI agent for customer service

    AI agent for customer service that handles conversations across channels, takes actions in other systems and hands over to people.

    With requirements

  • Lime Connect

    Customer communication platform with AI agents

    Customer communication platform from Cologne, formerly Userlike, with AI agents that act in connected systems through API actions, MCP and workflows.

    Free to startWith requirements

  • moinAI

    AI chatbot for customer communication with configured actions

    AI chatbot platform from Hamburg for customer service, marketing and sales, with AI agents that fetch data through webhooks and hand over to people.

    Availability still unclear

The full list is grouped by tool category. Classification is based on provider sources. Hands-on tests are still pending.