Broker Guide now on MS Teams

BrokerGuide is an Agentforce AI assistant for insurance producers that lives inside the tools they already use. Now available in Microsoft Teams, it lets a producer pull up deals, surface what's stalled, hand work to a colleague, and draft outreach — all from a Teams chat, with every action written straight back to Salesforce.

BrokerGuide is a conversational AI assistant, built on Salesforce Agentforce, that turns natural-language requests into real CRM work. A producer can ask it to brief them on an opportunity, see what's blocking a deal, list the team's open pipeline, flag stalled deals, create or update records, assign a follow-up task to a named colleague, and draft and send outreach all without leaving the conversation.

It's now published to Microsoft Teams through a secure bridge to the Salesforce Agent API. The same agent that runs in Salesforce (and Slack) now answers in Teams, on desktop and mobile, with no new app to learn and no portal to log into. BrokerGuide runs as the signed-in user, so it only ever surfaces what that person is already permitted to see in Salesforce, and it operates on the Einstein Trust Layer (customer data isn't used to train models, prompts are masked, actions are auditable). Salesforce remains the system of record; Teams simply becomes the front door to it.

Advantages

- Zero behavior change. Meets producers in Teams, the app they're in all day; no training, no new tool.

- One agent, every channel. Built once in Agentforce, it runs in Teams, Slack, and Salesforce with the same logic, actions, and guardrails.

- It acts, not just answers. Lookups, record create/update, cross-team task handoffs, email drafting, all written back to Salesforce.

- Salesforce stays the source of truth. Teams is the interface; no second system, no data to reconcile, no migration.

- Runs as the user. Respects sharing and field-level security; nobody sees data they shouldn't.

- Enterprise-trusted. Einstein Trust Layer, single-tenant bot, tenant-validated access, secrets in Key Vault.

- Fast to deploy, compounding value. A thin connector that inherits every future agent improvement automatically, and extends to new channels with no rebuild.

Why this is a breakthrough for Teams + Salesforce organizations

For the many organizations that run Microsoft Teams as their collaboration hub and Salesforce as their system of record, those two worlds have always been separate. People work in Teams but the data and process live in Salesforce, so they swivel between apps, copy-paste, and lose context on handoffs.

Publishing an Agentforce agent into Teams collapses that gap. The CRM now comes to the conversation: a producer asks a question in Teams and gets a grounded answer, takes action, and hands work to underwriting or finance, all in the flow of work, with full context carried on the record.

It's a force multiplier on investments they already own (Teams + Salesforce), it requires no change in how people work, and it does it without weakening governance, because it runs on each user's own permissions and the Einstein Trust Layer. That combination of meeting users where they are, acting on real CRM data, and keeping enterprise trust intact is what makes it a genuine breakthrough rather than just another chatbot.