AgentVista - SurveyVista

AgentVista – SurveyVista Copilot for Intelligent Surveys, Forms, and Assessments

AI-Powered Automation for Feedback Management & Data Collection.

Use natural language and AI to create, distribute, understand, and act on feedback all within Salesforce.

What is AgentVista?

AgentVista is the intelligent, AI-powered assistant built into SurveyVista, designed to transform how organizations collect, understand, and act on feedback. Powered by Salesforce’s Agentforce, it brings natural language automation to the entire customer feedback lifecycle-making it faster and easier to create surveys, engage participants, analyze sentiment, and drive follow-up actions. AgentVista seamlessly integrates with your Salesforce data and workflows to enable dynamic, real-time feedback operations across customer, employee, and partner experiences-all without writing a single line of code.

Core Capabilities

AI Survey Generation

Instantly generate surveys, forms, and assessments using natural language prompts

Form Creation from PDFs & Images

Upload documents to auto-generate structured forms

Natural Language Agent Actions

Use GenAI-powered commands to create, distribute, understand, and act on insights from surveys and forms

Sentiment Intelligence

Detect and store sentiment from responses, cases, and chat transcripts

AI-Generated Survey Insights

Summarize all survey responses to uncover trends, sentiment, and action areas in seconds

AI Summary of Individual Responses

Instantly distill long survey answers into actionable insights per respondent

AI-Driven Conversational Follow-Up

Ask intelligent clarifying questions based on participant responses or meeting summaries

Automated Lifecycle Feedback

Trigger surveys based on CRM or Record Lifecycle Map events

Smart Record Targeting

Search and assign surveys to contacts, leads, accounts, or users with precision

Conversational Analytics

Retrieve real-time insights using natural language prompts

Survey & Response Translation

Automatically translate survey content and multi-language responses

AI-Based Response Mapping

Determine if a response warrants task creation or record updates

Theme & Branding Automation

Apply styles and colors based on uploaded logos or prompt instructions

Prompt-Based Cloning & Editing

Duplicate or update surveys using plain language commands

SurveyVista Intelligence (coming soon)

The SurveyVista Intelligence (“SV Intelligence”) is a context-aware, embedded AI assistant that operates across the full survey lifecycle—from design and configuration, to response mapping and automation, to analytics and insights. Unlike a generic chatbot, the SV Intelligence adapts its capabilities, data access, and actions based on where the user is inside SurveyVista.

The goal is to dramatically reduce effort, improve outcomes, and make advanced capabilities accessible to non-expert users—while preserving transparency, control, and trust.

Benefits

Accelerate survey creation and deployment

Go from idea to live survey in minutes using AI prompts or uploaded content

Empower every team

Enable non-technical users to build, assign, and analyze surveys using natural language

Drive deeper insights

Uncover trends and sentiment across responses, cases, and conversations with built-in AI analytics

Close feedback loops faster

Let AgentVista detect urgency and trigger follow-ups or CRM actions in real time

Scale feedback across lifecycle journeys

Automate feedback across any customer, employee, partner, or record lifecycle

Personalize effortlessly

Automatically apply brand themes and tailor experiences across languages

Boost response quality and relevance

Dynamically follow up with AI-generated clarifying questions

Stay secure and compliant

100% native to Salesforce and designed to meet HIPAA, ISO, SOC, and GDPR standards

Built for governed AI at scale

Apply admin-defined guardrails, approvals, and permissions for safe enterprise adoption

Use Case Snapshots

Customer Experience
Auto-send CSAT surveys post-case closure
Employee Engagement
Gather feedback after onboarding or internal events
Sales Enablement
Trigger feedback or training surveys based on deal stages
Webinar & Event Feedback
Automatically follow up with relevant forms

Sales & Revenue

Marketing & Campaign

Employee Experience

Partner & Vendor

Knowledge & Insights

Platform Admin & Ops Enablement

Cross-Industry Use Cases

Sales & Revenue Operations

Post-demo feedback automation

Auto-generate surveys using meeting summaries in calendar, Zoom, or call logs

Opportunity loss analysis

Trigger feedback workflows when opportunities are marked “Closed Lost”

Pipeline sentiment analysis

Summarize seller comments or call notes to detect risk or urgency

Account intelligence

Ask: “Which accounts have the most negative feedback in the last 60 days?”

Marketing & Campaign Feedback

Campaign-level feedback loops

Trigger post-webinar or post-event surveys using campaign member status changes

Form generation for content personalization

Auto-generate lead capture or preference forms from campaign brief

Brand health sentiment

Analyze free-text brand mentions across inbound forms, feedback, and email responses

Employee Experience (EX)

Onboarding & Exit Feedback

Automate EX surveys when Employee or User record hits key lifecycle stages

Manager Effectiveness Feedback

Trigger feedback flows based on team structure or internal movement

Pulse surveys from HR cases

Automatically follow up on HR cases with quick sentiment-based pulse surveys

Partner & Vendor Programs

Partner onboarding & engagement surveys

Automate feedback during partner enablement journeys

Channel satisfaction insights

Ask: “Which partners reported friction in the last quarter?”

Partner portal sentiment

Analyze chat or support interactions from Experience Cloud and trigger follow-ups

Knowledge & Insights

AI-generated summary dashboards

Use GenAI to summarize response trends for executives

Feedback pattern detection

Automatically surface top drivers of low satisfaction across lifecycle stages

Action recommendations

Suggest CRM tasks or case creation based on negative feedback sentiment

Platform Admin & Ops Enablement

Survey design assistant

“Clone onboarding survey, change the theme to green, and translate to French”

Feedback data hygiene

Detect duplicate feedback, flag unstructured responses, or suggest enrichment

Proactive issue detection

“Show me any open records with negative feedback and no follow-up task”

Cross-Industry Use Cases

Public sector

Collect feedback on service requests or permits at key lifecycle checkpoints

Healthcare

Automate follow-up surveys post-appointment or after patient support cases

Education

Trigger course feedback surveys when a record (class/enrollment) reaches completion

ComplianceVista: Enterprise Assessments & Compliance in Salesforce