Casey, the Help Agent

AI agent

Customer-facing help agent that resolves service issues on its own across voice, web, portals, SMS and WhatsApp, triggers actions such as scheduling appointments or managing orders, and escalates to a human with full customer context; billed per resolved issue.

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TypeAI agent
RoleBundled component
AvailabilitySold
DeploymentSaaS
Intended forEnterprise, Business team
SecurityNot recorded
StatusActive
Sold withinAgentforce Service — Paid add-on to the parent
PricingUsage-based — official pricing ↗

What it does

salesforce.com

Sources

Pricing

Official documentation · 9 Oct 2026

"No resolution, no charge. Casey your help agent's pay-per-resolution pricing model means you only pay for the agent interaction when the customer issue is actually resolved." Rates on the page: "$2 per resolution", portal "$4 per login" or "$10 per member". The Agentforce pricing page carries the same Help Agent Resolutions rate.

Description

Official documentation · 9 Oct 2026

"Casey your help agent fully resolves customer issues on its own, turning every conversation into a smarter, faster resolution next time." and "Casey your help agent deploys across voice, web, portals, SMS, and WhatsApp."

What it does

Official documentation · 9 Oct 2026

Resolving and escalating customer requests, voice as a channel, and answers grounded in the company's knowledge.

Sold within

Official documentation · 9 Oct 2026

"Start by selecting your Service Cloud edition. Some editions already include Self-Service right out of the box. For the others, you can easily add Self-Service at these price points." The Service pricing matrix row "Casey, Help Agent and Access to Outcome-Based Pricing" is included in the Advanced and Max editions and "Available for purchase" on Core.

Name

Pricing page · 9 Oct 2026

The Service pricing page's Advanced edition card lists "Casey, the Help Agent"; the product page and menu say "Casey your help agent".

URL

Official documentation · 9 Oct 2026

The page Salesforce's own Service menu links as "Casey your help agent"; Casey has no URL of its own.

Deployment

Official documentation · 9 Oct 2026

A vendor-hosted agent on Salesforce's service platform.

Interfaces

Official documentation · 9 Oct 2026

"Casey your help agent deploys across voice, web, portals, SMS, and WhatsApp." "Launch Casey your help agent instantly with guided, no-code setup in Salesforce or Slack." Portals can ship as iOS and Android apps.

Modalities

Official documentation · 12 Oct 2026

Page: 'deploys across voice, web, portals, SMS, and WhatsApp'.

Intended for

Pricing page · 9 Oct 2026

Service Cloud customers from the Core edition up.

Also from Salesforce

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