Services

Agentforce-led delivery, end-to-end on Salesforce

A focused portfolio for enterprises putting Agentforce to work across Service Cloud, Sales Cloud, and Data Cloud, with broader ecosystem expertise across Experience Cloud, Marketing Cloud, Health Cloud, Slack, Tableau, Tableau Next, and Agent Analytics.

01 / Service

Agentforce for Service

Autonomous service agents that hold natural conversations with your customers, resolve routine queries instantly, and create well-formed cases when human follow-up is required.

Knowledge deflection grounded in Salesforce Knowledge via the Agentforce Data Library and Data Cloud retrieval
Multi-language conversations with detected language routing and translated responses
Intelligent case escalation with structured field capture, contact matching, and dedup
Custom logging, AI-originated flagging, and CSAT capture at the end of each interaction
Agent guardrails, GDPR-conscious consent flows, and human-in-the-loop escalation paths

Enterprise productivity through Agentforce

Higher first-contact resolution. Routine queries handled by the agent, freeing service teams for complex, high-value work.
Faster response, lower cost-to-serve. Sub-two-second replies at any hour, in any supported language.
Better case quality. Structured intake means cases arrive with the right fields, the right context, and the right routing.
Compounding knowledge. Conversations become signal, surfacing gaps in your knowledge base over time.

02 / Sales

Agentforce for Sales

AI sales assistants that qualify inbound interest, surface next-best actions, and handle the admin so your sellers spend more time on the conversations that drive revenue.

Commercial intent detection from web and conversational channels
Consented lead capture into Sales Cloud with intelligent dedup against Leads, Contacts, and Accounts
Account-aware prompts, summaries, and next-best-action recommendations for sellers
Email and meeting drafting, follow-up automation, and CRM hygiene
Pipeline hygiene, stage validation, and forecast quality automations
Routing into existing assignment rules and revenue operations workflows

03 / Engagement

AI Customer Engagement, Slack & Marketing

Always-on, multilingual engagement that spans web, messaging, Slack, and Marketing Cloud, putting AI productivity in the flow of work for service, sales, and marketing teams alike.

Messaging for Web embedded on your existing sites with site context passed in
Retrieval-augmented responses powered by Data Cloud and Salesforce Knowledge
Slack integration: Agentforce agents in channels and DMs, AI-assisted productivity, and account/deal swarming
Marketing operations support across Marketing Cloud and Account Engagement: journey enablement, AI-drafted copy, and conversational lead capture
Cross-functional enablement across service, sales, and marketing through shared agent topics and shared context
Brand-safe agent personas, tone, and guardrails defined per market and per audience

04 / Case Management

Intelligent Case Management

Smarter case operations end-to-end: AI-assisted classification, routing, enrichment, and resolution, plugged into your existing Service Cloud automations.

AI classification of intent, sub-classification, country, and product on creation
Account, contact, and open-case lookup with duplicate handling logic
Escalation reason classification and AI-originated flagging
Assignment rules, validation rules, and Flow integration without ripping out what works
KPI instrumentation: deflection, FCR, CSAT, time-to-assign, duplicate rate

05 / Security & Governance

Security, Trust & AI Governance

Responsible AI by design. We help enterprises adopt Agentforce with the guardrails, governance, and assurance their leadership teams, regulators, and customers expect.

Built on the Salesforce Einstein Trust Layer, Salesforce's trusted AI framework providing data masking, zero-data-retention, toxicity detection, and audit trails
Agent guardrails: scope, permitted topics, escalation rules, and refusal patterns
Enterprise AI governance model: AI Council, decision rights, model approvals, and acceptable-use policies
Secure AI implementation: permission sets, sharing, profile design, and least-privilege access for agents
Data protection, GDPR-aware consent flows, and PII handling across conversations and Cases
Continuous monitoring, drift detection, red-team exercises, and compliance reporting

Trusted AI, the way enterprises need it

Trusted AI by default. Every agent interaction sits behind Salesforce's Einstein Trust Layer, masked, audited, and bounded by enterprise policy.
Responsible adoption. Governance, ethics, and oversight built in from day one, not retrofitted.
Regulator-ready. Audit trails, evidence, and controls that stand up to scrutiny.
Confidence at scale. Leadership can sponsor AI knowing the right boundaries are in place.

06 / Monitor & Improve

Monitoring, Reporting & Post-Go-Live Support

Go-live is the beginning. We help enterprises measure, refine, and continuously improve Agentforce in production, so the value compounds quarter on quarter.

Agent performance tracking: deflection rate, first-contact resolution, CSAT, response speed, and intent accuracy
Agent Analytics: Salesforce's purpose-built tool for comprehensive AI agent session analysis. Built on the unified Session Tracing Data Model (STDM), it captures every turn and event across all agent sessions, so we can query logged events to surface insights and optimise agent performance. A meaningful architectural step up on the legacy data foundation; we recommend existing users plan the upgrade to gather sufficient data for future insights and queries
Tableau Next: Salesforce's flagship agentic analytics platform, bringing data into the flow of work with natural-language querying and AI-driven insights through Agentforce, so users can interact with data and trigger workflows without switching between apps
Operational reporting and dashboards across Service Cloud, Tableau, and Agent Analytics
User adoption monitoring across service, sales, and marketing teams
AI refinement loops: prompt tuning, topic re-scoping, and Knowledge gap remediation
Production hardening, observability, SLOs, and incident response patterns
Quarterly value-realisation reviews aligned to the business case

07 / Strategy

AI Strategy, Adoption & Cross-Cloud Expertise

A structured route from ambition to operating capability, drawing on the broader Salesforce ecosystem when the use case calls for it.

Salesforce and Agentforce readiness assessment with prioritised use-case portfolio
Phased roadmap with success criteria, KPIs, and investment view
Role-based AI literacy and change-management curricula
Adoption analytics and value-realisation tracking aligned to leadership reporting
Cross-cloud expertise where it adds value: Experience Cloud portals and self-service, Marketing Cloud journeys, Health Cloud for regulated patient workflows, Slack collaboration, and Tableau, Tableau Next, and Agent Analytics for agentic analytics and agent performance insight at scale

Platform coverage

Where we work on the Salesforce platform

Strongest emphasis on Sales Cloud, Service Cloud, and Data Cloud. Broader enterprise ecosystem expertise where it strengthens the agent and the business case.

Service Cloud Sales Cloud Data Cloud Agentforce Einstein Trust Layer Experience Cloud Marketing Cloud Health Cloud Slack Tableau Tableau Next Agent Analytics Knowledge