AI Agents built for real Salesforce work

As a trusted Salesforce Consulting Partner, we help organizations move forward with confidence today, and stay ready as the future takes shape.

All agents
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Revenue & Sales
card icon

Troy The Gatekeeper - Lead Qualification & Disqualification Agent

Scores incoming enquiries and puts the best-fit leads first.

Best for

Sales Team

Works with

Agentforce

Sales Cloud

Industries

Professional Services

Field Service

Real Estate & Property Management

Outcome

Data & Operations
card icon

Clara The Examiner - Document Verification Agent

Verifies application documents and flags what needs a closer look.

Best for

Operations Team

Works with

Agentforce

Service Cloud

Industries

Education

Financial Services

Public Sector

Healthcare

Outcome

Data & Operations
card icon

Ivy The Interpreter - Work Order Intake Agent

Reads inbound work orders and turns them into ready-to-schedule Salesforce jobs.

Best for

Operations Team

Works with

Agentforce

Service Cloud

Sales Cloud

Industries

SaaS

Financial Services

Education

Healthcare

Retail & Ecommerce

Outcome

Customer Service
card icon

Cleo The Classifier - Case Classification Agent

Understands incoming cases and sends them to the right queue.

Best for

Support Team

Operations Team

Works with

Agentforce

Service Cloud

Industries

Professional Services

Financial Services

Retail & Ecommerce

Outcome

Data & Operations
card icon

Lily The Well-being Guide - Student Well-being Agent

See what changed, what keeps repeating, and what may need attention.

Best for

Support Team

Operations Team

Works with

Agentforce

Data Cloud

Industries

Education

Healthcare

Professional Services

Outcome

Customer Service
card icon

Bella The Concierge - Voice Concierge Agent

Handle caller questions and route every request to the right team.

Best for

Support Team

Operations Team

Works with

Agentforce

Service Cloud

Industries

Financial Services

Healthcare

Professional Services

Outcome

NEED HELP

FAQ

Got questions? We’ve got answers. Explore common queries to understand how we work and what to expect.

What are these AI agents, and how are they different from a chatbot?

These are Agentforce-powered AI agents built on Salesforce, designed to take action inside your org, not just answer questions. Each one is scoped to a specific job (like lead follow-up or case triage) and connects directly to your Salesforce data, so it can look things up, update records, and complete tasks rather than just chat.

How do I know which agent is right for my team?

Use the filters above to browse by category, Revenue & Sales, Marketing, Customer Service, or Data & Operations. Each agent card shows what it's best for, what systems it works with, and the industries it fits, so you can shortlist the ones that match your workflow before booking a call.

Do these agents work with my existing Salesforce setup?

Most are built to plug into standard Salesforce objects and common tools your team already uses, check the "Works with" section on each agent's card for specifics. If your org has custom objects or a non-standard setup, we'll review that on the call before proposing an implementation plan.

How long does it take to get an agent live?

Timelines depend on the agent's complexity and your org's readiness, but most deployments move from kickoff to a working pilot in a matter of weeks, not months. We'll give you a realistic timeline once we understand your use case.

What happens after I book a call?

We'll walk through your goals, look at which agent(s) fit, and map out what an implementation would look like, no commitment required. If it's a fit, we'll scope the engagement and get started.

Let’s work through it together.

You're seconds away from meeting your new AI teammate.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.