WEBINAR RECORDING
AI Agents for Professional Services Delivery: Smarter Service, Trusted Delivery
Published on August 29, 2025
Diabsolut walks through how services organizations use AI agents in Certinia’s native PSA to staff projects, track skills and certifications, build estimates and catch at-risk customers earlier. It’s for professional services, resource management and customer success leaders weighing where AI fits in delivery.
See these agents working on your own delivery data.
What the session covers:
- Native PSA basics: What professional services automation is and why running it natively on Salesforce matters for AI.
- Staffing and Skills & Certifications agents: Two agents that take legwork off resource managers, from matching people to roles to flagging skill gaps early enough to hire.
- Services Estimator: Using AI to build more accurate estimates and protect margin before the SOW is signed.
- Customer Success agent: Spotting churn risk early enough to repair the relationship.
The agents are shown in the order a services engagement actually runs: estimate, staff, deliver, debrief, retain. That makes it easy to jump to the part of the lifecycle that hurts most in your own org.
Start at 11:16 for resource management, or 33:20 for churn prevention.
The problem it addresses:
Services firms are under pressure to grow without growing headcount at the same rate, and much of a resource manager’s week still goes to chasing availability and skills in spreadsheets.
AI that works on trusted data
AI agents are only as good as the project, people and financial data underneath them. Because Certinia runs on Salesforce, the agents in this session draw on one connected record of customers, projects and resources, which is what lets a staffing suggestion or an estimate hold up when someone checks it. The session also covers how to scale AI use with confidence once the first agents are live.
Good delivery data comes first; the agents build on it.
Timestamps & Key Moments
0:00 | Introducing our speakers
2:00 | Agenda
3:30 | What is professional services automation
6:56 | Why choose a native PSA solution
10:04 | Introducing AI agents: Delivery Debrief agent
11:16 | How AI supports resource managers: Staffing agent
18:26 | How AI supports resource managers: Skills and Certifications agent
20:00 | Using AI to scale with confidence
22:44 | Profitability with AI: Services Estimator
24:43 | Additional AI use cases
33:20 | Prevent customer churn with AI: Customer Success agent
41:06 | How to get started
Frequently asked questions
The Delivery Debrief, Staffing, Skills and Certifications, and Customer Success agents, plus the Services Estimator and additional AI use cases such as project risk monitoring.
No. The first part explains PSA and why a native platform matters, so it works for teams still evaluating options.
The session closes at 41:06 with next steps, and you can book a free Certinia demo with Diabsolut to see the agents on scenarios like yours.