Ask Salesforce from Teams

Producers need quick facts before a call, and in Salesforce that can mean several screens and a report. This demo shows a producer asking the PSA Salesforce Assistant in Microsoft Copilot for her day, a client, her pipeline and an email draft, then logging a call that saves only after her yes.

Overview

This workflow is for producers at insurance agencies who work in Microsoft Teams and Copilot during the day. Before a call they need one fact: what is on today, what a client holds, where the pipeline stands. In Salesforce that can mean several screens and a report in the middle of a busy day.

What you'll see

The demo is shot as a producer in Microsoft Copilot and Salesforce. She opens a chat with the PSA Salesforce Assistant and says who she is. It answers with her whole day: progress against her goal, then who to call, what to focus on and what is urgent, each with a link to open the record. She asks about one client and gets its key contacts and their last activities, with each decision maker named, the open alerts, and an account rounding gap to raise. She asks for her open pipeline and gets a table by stage with a total. She asks for a first email about a workers' compensation renewal and gets a draft with a subject, the carrier and the policy expiry date. Finally she logs a call in one sentence. The assistant shows what it would log and asks whether to create it. She answers yes, and the video shows the call on the renewal's activity in Salesforce.

How it works in Salesforce

The PSA Salesforce Assistant is a Teams agent in Microsoft Copilot that reads from Salesforce through actions PS Advisory built with Flow, Apex and prompt templates. Most of the video is reading: the day, the client, the pipeline. The email is drafted only; the producer sends it from her own email, and nothing is sent from the chat. The call is the one update, a new activity on the renewal, owned by the producer. In the demo a presenter acts as the producer; in an agency, each producer signs in as themselves.

Where people stay in control

Nothing is saved until the producer answers yes to the proposed change, and drafts are never sent by the assistant.

Configured for your organization

PS Advisory provides the PSA Salesforce Assistant as a foundational agent in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. It is configured for your Salesforce org and Microsoft tenant, and it can run the other agents in the library on demand from the same chat.

Live Microsoft Copilot and Salesforce screens. Client data is simulated.