The use case: how Xero deploys Agentforce
Xero uses Agentforce to run an SDR agent that nurtures accountant and bookkeeper leads with personalised emails, answers questions and books meetings with human reps. It also uses a conversational service agent in the in-product help menu to resolve customer support queries and hand off to a person when needed.
In the customer’s words
The SDR agents are there to handle high‑volume, low‑judgement work, so people can spend more time in conversations that actually move the needle.Other AI tools used by Xero
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Customers across industries, with public evidence.
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Based on Agentforce’s published case study. We check the public evidence; the results are reported by the vendor.
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- Nov 15, 2026
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- The figure: three timesChecked
Printed word for word on the page, near the name of Xero.
- The passage quoted aboveChecked
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- Xero uses AgentforceChecked
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In the first six weeks of experimenting with this agent, emails sent to partners saw a three times increase in open rates.