Up to 70% of IT projects fail because users don’t know how to use the tools they’re given. Dashboards and custom workflows are useless if no one touches them.

That’s where the Wisest Wolf Agent comes in—Wise Wolves’ AI-powered support agent, built to guide users directly inside Salesforce. It’s smart, proactive, and always ready to answer, “What’s a record type again?”

Meet the Wisest Wolf Agent: Your Salesforce Agentic Co-Pilot

Built on Salesforce AgentForce and Data Cloud, the Wisest Wolf Agent is your intelligent, in-app enablement solution. It’s not just a chatbot—it’s a highly trained digital teammate that:

• Lives natively in your Salesforce UI
• Answers your users’ questions about your Salesforce org, 24/7
• Speaks your org’s language (literally—you can customize its tone!)
• Is always available—meeting your users where they are

No matter where you are in your Salesforce journey—from just getting started to rolling out new features or boosting user engagement—the Wisest Wolf is ready to guide your pack from day one.

Why User Adoption Fails (and What to Do About It)

This is how the story goes: your Salesforce deployment might be gorgeous, but confused users don’t care. They forget what they learned in training, run into blockers, and either start guessing or stop using it altogether.

Leveraging Salesforce’s AgentForce, the Wisest Wolf Agent is always available in your Salesforce org to help.

This agent supports your users 24/7 by overcoming common blockers and answering user-specific questions like:

• “How do I create a task?”
• “What’s a record type, and how do I choose one?”
• “How do I add Opportunity Products?”
• “Where’s that report again?”

Each response is powered by your own documentation—whether you upload PDFs, integrate your Salesforce Knowledge Base, or both. AgentForce gives you the power to eliminate bottlenecks and reduce admin overload. Just timely, tailored answers—right when your users need them.

How AgentForce Works

Getting started with AgentForce is quick and easy! Our team partners with you to enable the Agent in your Salesforce org. Here’s what happens next:

1. Flip the switch: The Wisest Wolf runs on Salesforce’s default agent. No complicated setups, no custom code. Just a few clicks and you’re up and running.
2. Feed it the good stuff: Upload your training guides, FAQs, process docs as PDFs—anything you'd normally drop in a shared folder and hope people read. Now it actually gets used.
3. Set the tone: Want a polished, professional voice? You got it. Prefer a friendly, emoji-loving assistant? That works too. You choose how the Wolf sounds and feels.
4. Respect the rules: The agent follows your existing Salesforce sharing settings. If a user doesn’t have access to something, the Wolf won’t share it. We love a boundary-respecting bot.
5. Let it roll: Once it’s live, users can ask questions and get real answers—no more pinging admins at 4:45 PM on a Friday. Even better? The more they use it, the smarter it gets.

Let’s Explore the Brain Behind the Wolf - AgentForce Data Libraries

The AgentForce Data Library is the brain behind the Wolf. It’s where the agent goes to find its answers.

You decide where it gets its data and what it knows. That includes:

• Uploading PDFs
  
  • Internal process docs
  • How-to guides
  • Troubleshooting flows
  •  Even links to web-based resources
• Connecting to Salesforce Knowledge Articles

It’s like giving your users an on-demand training manual… except interactive, searchable, and way less likely to be ignored.

Pro Tips for Feeding the Wolf:

Want sharper answers and smoother support? Here’s how to serve up the kind of content your agent loves:

Keep it text-based

Skip the screenshots and flashy visuals—the Wolf needs  clean, straightforward text.

Break it down step-by-step

Clear, simple instructions work best. If someone can follow it without guessing, you’re golden.

Think like your users

Ask yourself: Does this explain what to do next? What happens if something goes wrong? If not, add that extra context.

Stay organized

Stick to 3–5 related topics per doc. It keeps things tidy, easier to update, and way less confusing for everyone.

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Licensing & Pricing (Don’t Worry, We've Got You)

Here’s the big win: every Wise Wolves implementation now includes the Support Agent—by default. We’ve built this for our customers to help increase user adoption. On our end, there is no charge. And, neither does Salesforce initially. With the Salesforce Foundations platform - that’s free to you - Salesforce customers start with a generous bundle of free Einstein credits to power the agent.

Salesforce recently updated pricing to a "flex credit" model for Agentforce, where each action that the agent performs (like retrieving an article or answering a question) consumes 10 cents worth of credits. Once the initial bundle runs out, additional credits can be purchased in flexible tiers—but for most teams, the free allocation lasts a long time.

Pro tip: Contact your Salesforce Account Executive to activate the Foundation platform, which includes these baseline credits.

When to Unleash the Wolf - Launching the Agent

The best time to introduce the agent? Anytime! Our co-pilot agent is helpful at any stage of your Salesforce journey. It’s especially useful when:

• Users are asking “how” and “why” questions
• You’re introducing new training documentation
• The custom build is still fresh in everyone’s minds
• You want a refresher for your team. 

We even provide a step-by-step implementation guide, making it easy for your team to enable and maintain the agent.

This Agent isn’t  Just a Feature—It’s Your Salesforce Adoption Strategy

The Wisest Wolf Agent isn’t just a nice-to-have—it’s a strategic enabler. Powered by AgentForce, it helps ensure your Salesforce investment delivers real, lasting impact.

Here’s what that looks like in practice:

• Faster Onboarding
• Fewer Support Tickets
• Higher User and System Adoption
• Cleaner Customer-Centric Data
• Better ROI
• Happier Users (and Admins)
• More time back in your day!

Bottom line? It’s not just smart. It’s strategic.

Lead the Pack with the Wisest Wolf Agent

The Wise Wolves Support Agent is more than just a co-pilot in your CRM journey. It’s a strategy for long-term company success as you harness the full power of Salesforce.

And the best part? It’s already included in every Wise Wolves Salesforce implementation and engagement. No upsell. No add-on. Just a smarter way to deliver lasting value from day one.

So if you’re tired of watching Salesforce user adoption drop off after go-live, contact us to unleash the Wisest Wolf Agent—and keep your Salesforce investment performing at full strength.

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