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.
Bring us your
busiest process.
We'll tell you what
agents could do with it.
WHAT IS AGENTIC AI
- What the business is measured on
- The processes carrying the most weight, and where they drag
- What your Salesforce estate can already do today
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
You tell us roughly what you want to explore
A few lines is enough, and there is no prep beyond that. We come in knowing what your industry usually struggles with, so the time goes to your operation instead of background.
ON THE
CALL
We open the operation up and follow whatever looks promising
Decisions, exceptions, handoffs, the systems each step touches, and the constraints you are working inside. Nothing is off the table at this stage, including the conclusion that your data has to come first.
AFTER
We come back with a point of view
What comes back depends on what the conversation turned up. If the data behind your best use case is not ready, we name the part that has to be fixed first. If the opportunity is clear but the path to it is not, we set up a longer session and map it properly. And if you are already in a position to build, we will say so rather than sell you an assessment you do not need.
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 those two make the difference between a useful hour and a polite one.
Then that is what we will tell you, and we will tell you what to fix first. Most of the agents that misbehave in production are reading bad data, not badly built, so this is worth knowing before you spend anything.
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.