AI Agents & Agentforce
AI agents that work inside your CRM, not beside it.
We design, build and govern AI agents on Salesforce Agentforce or on your own stack. Each agent has a defined job, reads only the data it is allowed to see, and hands off to a person when a decision needs one.
Outcomes
What changes for your team
- Inbound leads answered and qualified around the clock
- Service cases triaged, summarized and routed before a person opens them
- Reps and agents get drafted replies, quotes and next steps inside the record
- Job
- Qualify inbound quote requests and book a sales meeting
- Reads
- Accounts, contacts, product catalog, open opportunities
- Can do
- Create lead · Update fields · Book meeting · Send summary
- Cannot do
- Quote prices · Change discounts · Delete records
- Hands off when
- Order value is above threshold or the buyer asks for a person
What's included
What we deliver
01
Agent design
Topics, actions, guardrails and escalation rules written down and agreed before anything is built.
02
Grounding and data access
Prompt templates grounded in CRM records and knowledge articles, with field-level access respected.
03
Actions and integrations
Flows, Apex or API actions so the agent can create records, book meetings or look up orders.
04
Testing and launch
Test conversations, edge cases and a staged rollout from sandbox to a pilot group to everyone.
Platforms
- Salesforce Agentforce
- Prompt Builder
- Einstein Trust Layer
- OpenAI
- Anthropic Claude
A good fit for
- Sales teams with slow lead response
- Service teams with repetitive cases
- Companies already on Salesforce
Related services
Often delivered together
CRM Implementation
Salesforce, HubSpot or Zoho, set up around how your team actually sells and serves.
Workflow Automation & Integration
Connect CRM, ERP, email and documents so work moves without re-typing.
Websites & Digital Experiences
Fast, accessible websites, portals and landing pages wired into your CRM.
See where AI and automation would pay off first.
Book a free 30-minute audit. You'll leave with three specific recommendations for your sales and service process, whether or not you work with us.