Pulsar Agent 2.0: Turn Field Data into Action Using AI
April 3, 2026
Field teams often lack access to cloud and AI services, such as Salesforce, due to unreliable connectivity in the field. That leads to delays, incomplete updates, inconsistent service across regions, reducing customer satisfaction. Pulsar Agent 2.0 addresses these gaps, helping teams feel more confident in delivering consistent service offline. It improves how teams access AI and Salesforce data offline, use internal knowledge, and act on service history.
What’s New in Pulsar Agent 2.0
Discover the new Pulsar Agent 2.0, designed to enhance offline access to Salesforce data, internal knowledge, and service summaries, making field work more efficient and responsive.
Pulsar Agent 2.0 uses local AI to provide:
- Easy access to Salesforce data using text or voice
- Direct access to internal organization knowledge in the field
- Clear summaries of asset service history with recommended actions
- Customizable prompts that generate relevant insights
Field teams spend less time searching for information and more time on priority tasks. Leaders gain better visibility into service performance, fostering confidence in operational oversight. Administrators reduce reliance on custom tools and reports, supporting leadership in making informed decisions efficiently.
Easy Access to Salesforce Data with Pulsar Agent Tools
Pulsar Agent Tools bring AI to where field service is done to change the way users interact with Salesforce data on mobile devices.
Users can:
- List accounts, contacts, or appointments using text or voice
- Open specific records with simple commands
- Enter natural prompts without strict formatting
The on-device AI agent focuses on intent. It ignores unrelated parts of a request and completes the task.
Time in the field is limited. Faster access to data improves customer interactions and reduces delays. Users retrieve records quickly and stay focused on the task at hand. Admins support this experience without having to build custom mobile interfaces.
Use Your Knowledge Base in the Field
Pulsar Agent 2.0 connects Salesforce data with your organization’s knowledge base.
Users can ask direct questions in natural language and receive summarized answers based on internal, task-specific content.
Teams depend on accurate, consistent information to do their work. When that information is hard to find or incomplete, it slows progress, lengthens client visits, and introduces risk. With Pulsar, users can get the answers they need during customer interactions without switching tools, while administrators keep knowledge centralized and accessible within the mobile workflow.
Turn Service Data into Decisions with Pulsar Insights
Pulsar Insights is a feature of Pulsar Agent that summarizes asset service history data with a single click on the Asset Service History card within the service appointment. Field service users quickly get a clear view of service history directly from the service appointment. Instead of searching through records or switching tools, technicians can see guidance based on the asset’s service history while they work on-site, even when there is no network connection.
From the Asset Service History link, users can access a report that includes:
- Service history summaries
- Patterns or recurring issues
- Recommended next steps
Service data often requires manual review. That slows decision-making and creates inconsistency. Now users can understand what happened and what to do next without having to analyze multiple records. This improves service time and provides efficiency for technicians and customers. Admins reduce the need for custom reports and manual data review processes.
Extend Insights with Custom Prompts
Pulsar Agent 2.0 allows teams to define insights based on their own workflows and company data.
Teams can:
- Generate insights such as compliance rates or trends
- Launch insights from the Lightning Bolt Menu using a custom Pulsar app
- Copy results into Salesforce records, such as Opportunities
- Trigger Agentforce agentic workflows when reconnected
Each organization tracks performance differently and standard reports do not always reflect operational needs. Insights reports are customized to your workflow. Users receive insights that match how they work and admins configure insights using prompts and queries without building complex systems, making insights quickly and easily adaptable to the speed of your changing organization.
Before and After Pulsar Agent 2.0
Before
- Users search across multiple screens to find data
- Knowledge exists in separate systems
- Service trends require manual analysis
After
- Service history analysis leads to clear next steps for field technicians
- Users access records with simple, natural language commands
- Essential knowledge is available during customer interactions
Built for Leaders and Salesforce Teams
Pulsar Agent 2.0 was built to support your organizational goals.
For IT and business leaders
- Maintain consistent Salesforce and AI offline access across teams to improve productivity metrics
- Improve visibility into field activity and service performance
- Support faster, more informed decisions using AI
For Salesforce administrators and team leaders
- Trigger additional Agentforce agentic workflows when reconnected
- Control how data appears in the mobile app
- Connect knowledgebase content to field workflows
- Configure AI-driven insights using prompts and queries
Why Pulsar Agent 2.0 Matters Now
Pulsar Agent 2.0 provides leaders with real-time visibility into field activities and service performance, enabling faster, data-driven decisions.
Organizations rely on Salesforce data and increasingly on AI to run service and sales operations. That data and critical insights must be available wherever work happens, even while offline.
Pulsar Agent 2.0 helps teams:
- Easily work with Salesforce data and AI offline and trigger Agentforce agentic workflows when reconnected
- Access information using natural language input
- Access internal knowledge during customer interactions
- Act on service history with clear direction
This release supports both field execution and leadership-level visibility.
Learn More
Pulsar Agent 2.0 is available now.
To get started:
- Learn more about Pulsar Agent 2.0
- Connect your knowledge base to Pulsar Agent
- Enable Pulsar Agent Insights and explore custom insights for your workflows
If your organization is evaluating ways to improve Salesforce and AI offline access and field productivity, this release provides a practical next step. For more information, email our sales team at sales@luminixinc.com.
If you’re already using Pulsar and you have an Enterprise license, contact our sales team to see it in action and upgrade your subscription.
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