AI agents with Agentforce

Deploy autonomous AI agents built on Salesforce's next-generation AI platform

Agent design / Prompt engineering / Production-grade

The future of work is autonomous AI

Agentforce isn't a chatbot — it's autonomous AI that understands context and executes workflows. We design agents that fit your actual business processes, not demo scenarios.

Designing and deploying Agentforce agents across sales, service, and custom business processes — built by architects who understand both the platform and the operations underneath it.

Sales
Agents
Service
Agents
Custom
Agents

Agentforce for sales

AI sales agents that qualify leads, answer product questions, and schedule meetings — freeing your team for the conversations that actually close deals.

We deploy and extend the productized agents Salesforce ships out of the box — the Inbound Lead Generation (SDR) agent, Lead Nurturing agent, Sales Coach, and Customer Signals — and build custom sales agents on top of the same Atlas Reasoning Engine for scenarios the standard agents don't cover.

Lead qualification & support

  • Automated lead qualification with intelligent handoff to reps
  • Product recommendations, pricing questions, and meeting scheduling
  • Competitive intelligence and objection handling on demand

Engagement & intelligence

  • Personalized outreach and follow-up automation at scale
  • Account health scoring and churn risk prediction
  • Pipeline analysis, expansion opportunities, and coaching insights

Agentforce for service

Autonomous service agents that resolve issues, escalate intelligently, and learn from every interaction. Not chatbots — agents that understand your knowledge base and take action.

We implement the Service Agent across web, mobile, and messaging, extend it with custom topics and actions, and deploy Agentforce Voice for Financial Services when voice is the primary channel. Knowledge and case data are grounded through Data 360 so responses stay accurate instead of hallucinated.

Resolution & self-service

  • Natural language issue resolution with knowledge recommendations
  • Order tracking, account updates, and returns processing
  • Real-time response suggestions and case summarization for agents

Routing & proactive service

  • Automated categorization, sentiment analysis, and priority scoring
  • Skill-based routing with VIP identification and escalation triggers
  • Proactive alerts — outage notifications, renewal reminders, satisfaction surveys

Custom agent development

Beyond sales and service — we build specialized agents for your unique processes. Industry-specific, trained on your data, operating within your guardrails.

Financial Services

Virtual advisors, loan processors, and compliance assistants purpose-built for banking and wealth management workflows.

Operations & back-office

Document processing, compliance monitoring, approval routing, inventory management, and procurement agents that cut manual effort.

Retail & e-commerce

Shopping assistants, order management agents, and product recommendation specialists that drive conversion.

HR & employee

Recruiting assistants, onboarding coordinators, benefits advisors, and employee self-service agents.

How Agentforce works

Every Agentforce agent is powered by the Atlas Reasoning Engine — Salesforce's hybrid reasoning layer that grounds decisions in your Salesforce data, enforces your guardrails, and chooses which topics and actions to invoke at each step.

1

Understanding context

Agents understand natural language, analyze conversation history, access Salesforce data, and gather context to provide relevant responses.

2

Reasoning & decision making

Atlas reasons through complex scenarios, evaluates options, and makes decisions based on your business rules and guardrails.

3

Taking action

Agents execute workflows, update records, create cases, send emails, schedule meetings, and perform other Salesforce actions autonomously.

4

Learning & improving

Continuous learning from interactions, feedback loops for improvement, and analytics to measure agent effectiveness and ROI.

How we implement Agentforce

Agentforce Certified. We build agents in the Agentforce Builder (canvas + script view) for admin-friendly maintenance, and drop into Agentforce DX (CLI + VS Code) when a use case calls for pro-code topics, custom actions, or source-controlled deployments.

Strategy & build

  • Use case identification, persona development, and success metrics
  • Agent configuration in Agentforce Builder, Data 360 grounding, and guardrails
  • Custom topics and actions, wired to your existing Salesforce data and flows

Test & deploy

  • Agent Previews, conversation testing, and response accuracy tuning
  • Pilot program through full production deployment
  • User training, performance monitoring, and continuous improvement

Ready to
deploy agents?

Let's explore how Agentforce can take work off your team's plate — autonomously, safely, and at scale.

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