# How Xero uses Agentforce

**three times**: “emails sent to partners saw a three times increase in open rates”

As published on [salesforce.com](https://www.salesforce.com/ap/customer-stories/xero/). Captured by usedby on 2026-11-15.

- Company: [Xero](https://www.usedby.ai/companies/xero.md)
- Tool: [Agentforce](https://www.usedby.ai/tools/agentforce.md)
- Industry: [Accounting & Audit](https://www.usedby.ai/companies/industry/accounting-audit.md)
- Teams: Customer Experience, Sales, Account executives, Sales development

## 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.

Summary written by usedby from the source page, in English. The figures are those of Agentforce and Xero, not ours.

> In the first six weeks of experimenting with this agent, emails sent to partners saw a three times increase in open rates.

> 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.
>
> Ben Gilmore, Head of Customer AI, Xero

Source: [salesforce.com](https://www.salesforce.com/ap/customer-stories/xero/), captured 2026-11-15.

## Other AI tools used by Xero

- [Coveo](https://www.usedby.ai/tools/coveo.md) — Confirmed
- [Smartly](https://www.usedby.ai/tools/smartly.md) — Confirmed
- [Sonar](https://www.usedby.ai/tools/sonar.md) — Confirmed
- [Stripe Payments](https://www.usedby.ai/tools/stripe-payments.md) — Confirmed
- [AirOps](https://www.usedby.ai/tools/airops.md) — Observed
- [Miro](https://www.usedby.ai/tools/miro.md) — Observed

## Other companies using Agentforce

- [1-800Accountant](https://www.usedby.ai/companies/1-800accountant.md) — Confirmed
- [Accenture](https://www.usedby.ai/companies/accenture.md) — Confirmed
- [Aflac Japan](https://www.usedby.ai/companies/aflac-japan.md) — Confirmed
- [Bionic](https://www.usedby.ai/companies/bionic.md) — Confirmed
- [CVS Health](https://www.usedby.ai/companies/cvs-health.md) — Confirmed
- [Endress+Hauser](https://www.usedby.ai/companies/endress-hauser.md) — Confirmed

## What usedby checked

We compared the story with its live page on 2026-11-15.

- Checked: the figure three times is printed word for word on the page, near the name of Xero.
- Checked: the passage quoted above is copied word for word from the page, near the name of Xero.
- Checked: Xero uses Agentforce. Confirmed line. Latest check across sources: 2026-11-15.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/xero-agentforce · How we check: https://www.usedby.ai/methodology