Customer Service
Service Resolution Agent
Resolves common cases end to end across chat, email, messaging, and voice, and hands complex issues to people with full context.
- Agentforce Service
- Agentforce Voice
- Knowledge
- Data 360
Solutions
Agentic AI solutions that do real work, safely.
We design and build governed AI agents that automate repeatable work, support better decisions, and connect Salesforce context with the enterprise systems that run your business.
Agent catalog
Proven patterns we tailor to your processes.
Each solution starts from a tested blueprint covering topics, actions, guardrails, and test cases, then adapts to your data and policies.
Revenue Teams
Pipeline & Sales Coach Agent
Qualifies inbound leads, books meetings, prepares account briefs, and coaches reps on deal risk and next steps.
- Agentforce Sales
- Data 360
- Slack
Field Operations
Field Service Agent
Gives technicians hands-free answers, parts lookups, and job updates from the mobile app.
- Field Service
- Agentforce Voice
- Mobile
IT & Employee Service
Employee Help Agent
Handles IT, HR, and access requests in Slack or Teams and completes fulfillment through connected systems.
- Slack
- MCP
- ServiceNow
- Identity
Knowledge
Enterprise Knowledge Agent
Answers questions across documents, records, and governed data sources, with citations and permission-aware retrieval.
- Data 360
- Enterprise RAG
- Trust Layer
Risk & Compliance
Policy & Access Review Agent
Checks service-account requests, access requests, exceptions, and architecture reviews against policy, with audit evidence.
- Agent Script
- Shield
- Approvals
Finance & Back Office
Back-Office Operations Agent
Runs repeatable, approved paths for invoices, reconciliations, orders, and supply-chain exceptions.
- Flows
- MuleSoft
- ERP integration
Leadership
Executive Insights Agent
Answers plain-language questions on pipeline, service, and operations from trusted, governed data.
- Data 360
- Analytics
- Slack
Platform
Multi-Agent Orchestrator
A single front door that understands intent and routes work to the right specialist agent, inside or outside Salesforce.
- Multi-agent orchestration
- A2A
- MCP
Flagship program
Agentforce Productivity Accelerator
Launch priority agents for service, sales, operations, and IT on a focused, fixed-scope plan, with clear success measures from day one. Start with an assessment
Step 01
Assess
Agent opportunity assessment and value case.
Step 02
Ground
Data 360 grounding and action design.
Step 03
Build
Build and test in Agentforce Builder and Agent Script.
Step 04
Secure
Security review, guardrails, and red-team tests.
Step 05
Hand over
Observability, adoption metrics, and hand-over.
AI Risk & Compliance Platform
Assess requests with policy-aware AI.
Evaluate service-account and access requests, security exceptions, and architecture reviews with consistent, auditable recommendations, while people keep the final say.
Consistent
Consistent decisions
The same policy applied the same way, every time, with deterministic checks for hard rules.
Accountable
Human in the loop
Reviewers approve or override, and every decision is logged with its reasoning and evidence.
Auditable
Audit-ready evidence
Exportable trails for internal audit, SOC 2, and regulator requests.
How we build agents
Every agent ships with the same foundations.
Ground
Trusted context
Data 360, knowledge, and permission-aware retrieval.
Act
Scoped actions
Flows, Apex, MuleSoft, and MCP tools, under least privilege.
Guard
Built-in guardrails
Trust Layer, Agent Script, and human approval for high-impact steps.
Observe
Measured quality
Tests, evaluations, and production monitoring before and after go-live.