AI Agents Struggle with CRM and Confidentiality Tasks


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.