Either we back the idea you brought, or we point you at a better first move. Either way, you leave with a path you can act on. To get there, we dive into how your business runs: where the friction sits, who does the work, what your platform can already carry. From that, we map what is possible and put our best options in front of you, built on twenty years of this work. No commitment needed.
We start from the estate you already own
Most of what an agentic system needs is already licensed and running in your org today. The call works out how much of it you can use as is, and what is genuinely missing.
“32% of our cases now close without a person touching them. The ones that come back are the ones that should.”
— Leading Canadian institution
Autonomous email-to-case service agent, in production
What to expect from your exploration call
BEFORE
Provide a rough idea of what you want to explore
A couple of lines is all we need, and there’s no prep beyond that. If you’d rather work it out live, that’s fine too. Either way we come in already knowing where your industry usually gets stuck, so the time goes to your specific operations.
ON THE CALL
We learn how you work, and show you what’s possible
It goes both ways. We ask about decisions, exceptions, handoffs, the systems each step touches, and the limits you’re working inside. Then we put the realistic options in front of you at a high level, based on what we’ve seen work elsewhere. This is the first step toward picking the one use case that’s worth building first.
AFTER
We come back with a point of view
What you get back depends on what the call turns up. If the data behind your best use case isn’t ready, we name the part to fix first. If the opportunity is clear but the path isn’t, we set up a longer session and map it properly. And if you’re ready to build, we’ll say so and get to work quickly to get you live!
TWO WAYS TO MOVE TOWARDS YOUR FIRST AGENT
Know where to aim, or start building
NO COST | 2 WEEKS
Agentforce Readiness Assessment
Get a structured diagnostic of your platform and your data
Start here if you are not yet sure where your best use case sits, or what it would take to make it work.
- A defined sequence we run the same way every time, across your config, your data, the processes on top and the governance around them
- Candidate use cases ranked by payoff and risk
- The data and governance work that has to land before agents run
- A readiness verdict you can put in front of your exec team
FIXED-SCOPE BUILD
Agentforce Quick Start,
plus three months of optimization
Get one agent live and delivering measurable impact
Start here if you already know the process and want it running.
- One high-value agent built into production alongside your team
- Scoped permissions, hard limits and audit trails through our AgentGuard approach
- Three months of tuning against real traffic after go-live, until the numbers hold
- A reusable build, so the second agent costs less than the first
Not sure which one fits?
BEFORE YOU BOOK
Questions we get on the way in
Yes, and so is the health check that can follow it. You pay when there is something to build.
The person who owns the process, and someone who knows where the data behind it actually lives. You can bring more people, but this will ensure that the exploration call is as productive as it can be!
Your data probably isn’t perfect, and that’s fine: we’ll figure out together what to fix first. We believe in starting small and letting your first few weeks with live agents drive your data hygiene, so this step is already built into the process.
No. We build on Salesforce and Agentforce, with integration through MuleSoft and services delivery on Certinia where it fits. Part of the call is working out how much of that you already have.
Early is the cheapest time to talk. The decisions that cost the most to reverse, which process goes first and how governance gets built in, all get made before anything ships.