Agentic AI for Salesforce-driven organizations.
Purpose-built agents for Sales Cloud, Service Cloud, Flow, Apex/LWC, and release workflows — designed to reduce admin overhead and speed up delivery with clear guardrails.
Salesforce AI Agents
Start with a safe MVP that reads context, drafts recommendations, and proposes actions — then add integrations and least-privilege automation.
Case Resolution Agent
Summarize inbound cases, classify intent, suggest next steps, draft responses, and update case fields — with escalation rules and an audit trail.
CRM Hygiene Agent
Keep records clean: dedupe, enrich, flag stale opportunities, log notes, and auto-create follow-ups based on meetings and emails.
Delivery & Release Agent
Turn “we have a Salesforce issue” into an investigation plan: metadata checks, profile/perm analysis, deployment risk signals, and suggested fixes.
Salesforce Problem Analyzer (Prototype)
Paste a short description and get a structured investigation plan you can send to your admin/dev team. Runs entirely in your browser.
Plan
Choose an issue type and click “Generate investigation plan”.
In production, this would be powered by an LLM + retrieval over your org’s metadata patterns, ticket history, and deployment logs — with strict data handling and least-privilege access.
Book a consultation
Share a couple details and we’ll come back with a clear “what to automate first” recommendation.