Microsoft is rolling out 10 agents for its Dynamic 365 customers. These assistants will talk with prospects, confirm sales and purchase orders, reconcile invoices as per double-entry bookkeeping (invoices in ledger to cash receipts), approve expenses, resolve issues, close tickets and schedule field representatives. Many more agents will be added to this team.
Salesforce, customer relationship management organization, is introducing sales development representatives (SDRs) and Einstein Coach Agents to qualify leads before a human being interacts, schedule meetings, prepare a lead to guide the salesman in his pitch.
Intuit dominates small business accounting software. Here there will be GenOS — the coordinator, Gen SRF for security, risk and fraud and the UX or user experience. The financial agents will manager cash flows, manage emails, documents and images.
AI agents will move AI from the hallowed corporate board rooms to Main Street in 2024. Not instantly but gradually.
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