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r/investingr/investing· u/roll0ver· 2d ago 21

Salesforce just posted a resolution price for AI agents. The buffet is closing. Now the market has to respond.

Investor summaryBullish

Salesforce introduced a clear $2/resolved-issue pricing for AI agents, proving its model and forcing competitors to adapt.

Bull points
  • Salesforce offers transparent, outcome-based pricing, solving CFO budgeting pain points.
  • Proven internal deployment with 70% autonomous resolution rate validates the AI model.
  • First-mover advantage in clear AI pricing forces competitors to react and lose market share.
CRMSAPPEGAAI 资本开支
Post body

For eighteen months the enterprise AI pricing conversation has been Flex Credits, assist pools, token consumption, and usage meters that CFOs can't budget against. Today Salesforce posted a number that a customer service leader can actually fathom.

$2 per resolved issue. You pay when the agent completes the job. No resolution, no charge.

That's a different kind of contract. Salesforce ran its own help portal through Agentforce first, 4.3 million inquiries, 70% resolved autonomously. They're not selling a promise. They're selling a proven model at a posted price.

The rest of the market now has to respond.

SAP's own CEO said this week it would be foolish to keep charging subscription fees when AI automates the tasks. ServiceNow is metering by assists per action with consumption that can spike unpredictably, JPMorgan called it a tax on customers using outside AI agents. Pega has been promising flat per-case pricing since June but hasn't shipped it yet.

One vendor posted a number. The others are still asking you to trust the meter.

It's a question worth watching going into the weekend.

Discussion · top comments15 selected
u/CthulhusHat 45· 2d ago

why are you writing your posts with AI

u/WayneKrane 5· 2d ago

I hate the, “it’s not this, it’s that”. Makes it soooooo obvious and it’s everywhere!

u/SlapNuts007 20· 2d ago

Slop slop slop

u/banevaderplus6000 12· 2d ago

They're not just selling a promise, they're selling AI slop with literally zero substance but a whole lot of words

u/idkputwhatever 5· 2d ago

This screams LinkedIn ai writing style.

The sentence "one vendor posted a number. The others are still asking you to trust the meter." As a summary of the whole text where two opposing things are compared is one of the most telling things of ai texts that people need to look out for. No human talks like that it's gibberish meaningless slop.

u/h33b 3· 2d ago
Do you reply to your colleagues saying “Nice try but I can tell this email was AI slop”?

When it's no effort, you're god damn right I do.

I agree that AI is a tool, but some folks aren't using it as a tool they're using it as a replacement for thought.

No effort slop weakens a strong team.

u/the_snook 1· 2d ago

"If you couldn't be bothered to write it, I can't be bothered to read it."

u/idkputwhatever 3· 2d ago

\^unemployed rambling

u/CthulhusHat 3· 2d ago

You sound lazy

u/Twistpunch 3· 2d ago

It’s the LinkedIn flavoured AI.

u/f1modsarethebest 3· 2d ago

Pretty smart. They can cap their compute spend and cut bait on any requests after a certain amount of token usage. Take a fat margin on the freebies. Leave the customers with the troublesome issues to sort out themselves.

u/gwarm01 6· 2d ago

I was just about to ask how they intend to make money on this model when some tasks can take an exponentially larger amount of compute/tokens to complete. They are 100% going to do something like this.

u/SnooDoughnuts1763 2· 2d ago

What's with these "look at me, I'm calling out people that are calling out AI-assisted writing" comments. Are you ok?

u/2absMcGay 2· 2d ago

AI post

u/Educational_Cable405 1· 2d ago

Genuine question for anyone closer to these deals: who actually adjudicates a 'resolution'? If the agent marks a ticket solved and the customer reopens it an hour later, does that still count, and who eats the cost when the vendor is the one scoring its own outcome?