Salesforce · Filed Apr 28, 2025 · Published Nov 5, 2026

Salesforce Files Patent for AI Assistants That Learn to Use Websites From Flawed Examples

Salesforce's patent application describes a way to teach AI assistants to use websites while ignoring the bad examples in their training data, including their own failed attempts. The goal is an assistant that can end up better than the examples it learned from.

An AI assistant on a phone helps a person book a flight by searching a travel website. Drawing from patent filing US 2026/0350361 A1.
An AI assistant on a phone helps a person book a flight by searching a travel website.
See all 12 drawings from this filing ↓
Publication number US 2026/0350361 A1 US20260350361A1
Applicant Salesforce, Inc.
Filing date Apr 28, 2025
Publication date Nov 5, 2026
Inventors Jefferson Grigsby, Michael S. Ryoo, Juan Carlos Niebles Duque
US classification 706/15
Status when we published Waiting for an examiner (May 29, 2025)
Document 20 claims

How Salesforce trains AI agents to click better

Right now, an AI that can look at a screenshot and click around a website has a surprisingly basic problem: it often can't phrase its move in the exact format the computer expects. Teaching it properly usually takes expert demonstrations, which are slow and expensive to produce.

Salesforce's patent application describes a different way to train these assistants. Instead of copying every example it sees, the AI gets a built-in second opinion that scores how well each choice is likely to turn out. Examples that look like bad moves get ignored, and the good ones get imitated.

That means the training pile can include sloppy attempts, even random ones, and the assistant can still end up better than the examples it learned from. When the examples are already excellent, the method behaves like ordinary training.

From the filing · CLAIM 1
… computing a first loss based on a token distribution of the next-turn action and a filter that that masks action tokens according to the estimated return; iteratively updating the vision-language model based at least in part on a gradient of the first loss at the current turn …

Translation: The system updates its AI model by measuring mistakes and filtering out bad steps based on expected outcomes.

How the critic filters out bad clicks

The claims cover an AI agent that works in loops. You give it a task, such as booking a flight. On each turn it looks at a screenshot plus a text description of the current subtask, picks an action, and carries it out. The screen changes, and the loop repeats until the task is done.

Inside, a vision-language model (an AI that reads images and text together) encodes the screenshot and text into numbers, and a decoder turns those into hidden states, its internal working notes. The filing describes the decoder as a low-rank adapted Transformer (a big model tweaked by training only a small add-on). Two output heads sit on top:

  • Actor head: proposes the next action, one token (a small chunk of text) at a time.
  • Critic head: estimates the return, meaning how much reward the agent can expect after that action.

Training is where the filtering happens. The loss (the score of how far off the model was) counts only action tokens that the critic rates as better than average. Worse ones are masked out. A second loss teaches the critic using the real reward at the next turn plus an estimate for later turns.

From the filing · THE ABSTRACT
Unlike standard offline RL methods, the training framework uses FSFT to surpass its demonstrations while remaining identical to SFT when data quality is high.

Translation: This training technique allows the AI to perform better than the human examples it learns from without failing when data is good.

Why cheaper agent training matters to Salesforce

If you've tried an AI assistant that fills out forms or navigates websites, you know the failure mode: it clicks the wrong thing, or answers in a format the software can't read. This patent application goes after that weak spot using cheap, messy training data, failed attempts included, in place of costly expert demonstrations. For a company selling AI agents to businesses, cheaper training could matter a lot.

The filing points to uses like customer service, IT support and healthcare, including an agent that spots a router failure and blocks suspicious traffic. A training method is invisible to you. What you would notice is an assistant that makes fewer wrong clicks. The filing's test results come from small research benchmarks, so real products are a separate question.

Salesforce's 26th filing we've tracked since May in our AI agents acting for you watchlist follows one letting AI inherit robot tasks and one flagging tasks running slow.

Editorial take

Screen-driving AI assistants have a costly problem: they learn from examples, and good examples take human experts a long time to produce. If every bad click in the training pile teaches the model to repeat it, collecting data gets expensive fast. Filtering out the bad moves attacks that cost directly.

The fix matches the size of the problem. The scoring step is a small addition to the model, and the filing says one base model is enough. When the examples are already excellent, the method behaves like standard training, so little is lost by trying it.

Scale is the open question. The filing's results come from small models and toy browser tasks, so it says little about how this holds up on a messy, real company website.

Get our take in your Top Stories

Liked this breakdown? Add Patentlyze as a preferred source on Google, and our plain-English take shows up more often in your Top Stories the next time Salesforce patent news breaks.

There are more where this came from

We read every patent application Big Tech publishes and send you the ones worth knowing. Plain English, free, every week.

The drawings

12 drawing sheets from US 2026/0350361 A1 · click any drawing to enlarge

Asking an AI assistant to book travel online, drawing sheet 1 from US 2026/0350361 A1
Sheet 1 Asking an AI assistant to book travel online
Watching screen changes and picking the next digital click, drawing sheet 2 from US 2026/0350361 A1
Sheet 2 Watching screen changes and picking the next digital click
Training the assistant by rating the quality of each action, drawing sheet 3 from US 2026/0350361 A1
Sheet 3 Training the assistant by rating the quality of each action
Hardware parts that store and run the learning software, drawing sheet 4 from US 2026/0350361 A1
Sheet 4 Hardware parts that store and run the learning software
Connected artificial neurons that evaluate decisions and images, drawing sheet 5 from US 2026/0350361 A1
Sheet 5 Connected artificial neurons that evaluate decisions and images
Cloud servers supplying live website data to the assistant, drawing sheet 6 from US 2026/0350361 A1
Sheet 6 Cloud servers supplying live website data to the assistant
Steps for reading user requests and filtering out poor actions, drawing sheet 7 from US 2026/0350361 A1
Sheet 7 Steps for reading user requests and filtering out poor actions
Refining future choices using past mistakes until the task finishes, drawing sheet 8 from US 2026/0350361 A1
Sheet 8 Refining future choices using past mistakes until the task finishes
Show the other 4 sheets
Baseline success rates of various AI models on card games, drawing sheet 9 from US 2026/0350361 A1
Sheet 9 Baseline success rates of various AI models on card games
How studying flawed examples makes AI decisions more accurate, drawing sheet 10 from US 2026/0350361 A1
Sheet 10 How studying flawed examples makes AI decisions more accurate
Test scores showing AI assistants completing web clicking tasks, drawing sheet 11 from US 2026/0350361 A1
Sheet 11 Test scores showing AI assistants completing web clicking tasks
An AI assistant improves by learning from practice runs, drawing sheet 12 from US 2026/0350361 A1
Sheet 12 An AI assistant improves by learning from practice runs
Browse all the drawings 12 drawing sheets
Patent filing page

Source. Full patent text and figures from the official USPTO publication PDF.
Reader comments

Be the first to weigh in

Start the discussion

Real name or a handle, either is fine. Comments are read by a person before they appear, so allow a little time. Keep it about the filing.