What is Pulsar Agent

Pulsar Agent is an AI assistant that helps teams work faster and smarter with their Salesforce data and the tools they already use. It takes on everyday tasks like updating records, preparing notes, and finding key details and insights, so your teams can focus on customers, not clicks. Whether you’re in sales, support, or operations, Pulsar Agent keeps work moving by handling routine actions in the background and delivering accurate information to your mobile device on demand, whether or not you have connectivity. It’s practical AI that fits naturally into how your business runs.

How Pulsar Agent Fits into Your Workflow

Pulsar Agent isn’t just a tool. It’s a teammate that understands your workflow. It can manage updates, summarize information, and pull insights from your Salesforce data without slowing you down. The best way to see its value is to look at what it can actually do in your day-to-day work.

What Can I Do with Pulsar Agent?

Pulsar Agent helps you get work done where you already are. It responds to what you need in the app at that moment. You can ask it to open records, update fields, or find the right data without switching screens or writing a single query.

You can use Pulsar Agent to handle daily tasks that usually take multiple steps. It can display or edit records. It understands your context, so when you ask it to “show open deals for this account” it knows where to look and what to bring back.

When connected to your workspace, Pulsar Agent becomes part of your workflow. It helps sales teams prepare for calls faster and keeps everyone aligned with accurate, up-to-date information.

You don’t have to learn new tools or change how you work. Just ask Pulsar Agent for help, and it takes care of the rest.

Watch this video to see it in action.

How to Use Pulsar Agent

Pulsar Agent fits into the workflow your team already uses. Open it in the Pulsar app, and ask for assistance in plain language. It handles routine work so your team can focus on your customers.

Here are some things that Pulsar Agent can do:

• Open a listview

• Open an object

• Edit an object

• Retrieve info in knowledge articles

• Summarize insights from data (soon to be included in V2)

Pulsar will read the context based on where you are in the app, and respond by opening the appropriate view, object, or editing screen. Or in the case of knowledge articles, it will provide you with information and links to relevant related articles.

How Do I Install Pulsar Agent?

For Users

Your Salesforce admin responsible for administering Pulsar will install Pulsar Agent and give you further instructions for how to update your app.

For Admins

Pulsar Agent is distributed in a separate build, much like the process for Beta testing upcoming Pulsar releases. Contact Luminix for more information about obtaining the Pulsar Agent builds.