AI Agents Struggle with CRM and Confidentiality Tasks

Author 01
Agent Valet : Agentic AI · June 27, 2025
Post image

A recent study led by a Salesforce researcher highlights the difficulties AI agents face when dealing with customer relationship management (CRM) systems and confidentiality tasks. The research indicates that while AI agents can handle simple tasks with a 58% success rate, they struggle with multi-step processes, showing only a 35% success rate.

Key Takeaways

The study sheds light on the current limitations of AI agents in handling intricate CRM operations and maintaining confidentiality. It underscores the need for improvements in AI capability to enhance their effectiveness in complex task settings.

Ready to transform your productivity with AI?

Learn what AI agents can do for your business — and how to start building your own with real-world examples.

Free AI Agent Builder Guide

Check Your Email!

We've sent the guide to your email address. Check your inbox!

Free AI Agent Builder Guide

Learn what AI agents can do for your business — and how to start building your own with real-world examples.