Professional ServicesCan an AI agent handle tax-season customer support surges?
1-800Accountant deployed Agentforce for 24/7 client support during tax season, answering questions such as tax return status using CRM data and IRS public sources.
Industry hub
AI agent use cases in Professional Services
Accounting, tax, legal, and consulting firms.
Professional Services
Professional ServicesHow did the World Economic Forum use AI agents for Davos attendees?
The World Economic Forum used Salesforce Agentforce to answer attendee questions on sessions, venues, and shuttles at its Annual Meeting.
Professional ServicesHow is Paychex using AI agents for payroll service calls?
Paychex uses a Sierra agent for transactional payroll calls such as entering hours.
Professional ServicesHow does EvenUp use AI to draft personal-injury case documents?
EvenUp's Claude-powered platform drafts personal-injury case documents for law firms.
Professional ServicesHow does Contractor Appointments use an AI scheduler to book appointments from texts?
Contractor Appointments built an AI scheduler with Zapier that parses homeowners' after-hours text replies, checks availability, and auto-books appointments with no human needed.
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Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to Professional Services cases, never by payment.
Tools mentioned
- Agentforce (Salesforce · 2 cases)
Salesforce's agent platform across service, sales and field service. - Sierra (Sierra · 1 case)
Conversational AI agents for customer service, chat and voice. - Claude & Claude Code (Anthropic · 1 case)
Anthropic's models, Claude Code and enterprise plans. - Zapier (Zapier · 1 case)
The default app-to-app automation layer, now with AI agents and AI steps.
Build a version yourself
- n8n
Open-source workflow automation with AI agent nodes; self-host or cloud. - HubSpot (Breeze agents)
SMB-friendly CRM with Breeze AI agents for prospecting and support. - Relevance AI
Build an 'AI workforce' of agents, e.g. BDR agents that research and book meetings. - Close
Sales CRM with built-in calling and email for inside-sales teams.
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