Agentforce & Salesforce AI consulting · Herndon, Virginia
Put AI agents to work across your business.
RATNA LLC helps public sector, healthcare, manufacturing and technology organizations design, build and run trusted AI agents on Agentforce, grounded in Data 360 and connected to the systems your teams rely on.
- Agentforce Builder & Agent Script
- Grounded in Data 360
- Tested, observed, governed
Platforms we design, build and run
What we do
From AI strategy to AgentOps. One accountable team.
Eight practices that take agents from idea to production and keep them improving, on a Salesforce foundation built to support them.
Agentforce Strategy & Readiness
Find the agent use cases worth building, assess data and trust readiness, and leave with a costed roadmap to production.
Learn moreAgent Design & Development
Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.
Learn moreData 360 & AI-Ready Data
Unify, clean and govern the data that grounds your agents with Data 360, Informatica and Zero Copy access to your data lake.
Learn moreAgentic Service & Contact Center
Resolve more customer and employee requests with AI service agents, Agentforce Contact Center and Agentforce Voice, with people one handoff away.
Learn moreAI for Sales & Revenue
Give sellers AI agents that qualify leads, research accounts and prepare deals, connected to Sales Cloud and Revenue Cloud.
Learn moreAgent Fabric & Integration
Connect agents to every system and govern agents from any vendor with MuleSoft Agent Fabric, APIs and MCP.
Learn moreAI Trust, Testing & Governance
Test, monitor and govern AI agents with Agentforce Testing Center, Agentforce Observability and an AI Center of Excellence.
Learn moreManaged AgentOps & Support
A dedicated pod that monitors and improves your agents, manages Salesforce releases and keeps your org healthy.
Learn moreIndustries
Agent playbooks for regulated, operations-heavy industries.
Every sector has its own data, compliance and process realities. Our agent use cases start from them.
Government & Public Sector
AI agents and modern case management that help agencies serve constituents faster, with the security and accountability government requires.
- Constituent service agents for eligibility and status questions
- Benefits and case management with AI summaries
- Licensing, permitting and inspections
Healthcare & Life Sciences
Patient access agents, care coordination and life sciences engagement, grounded in governed data and designed for privacy.
- Patient access agents for scheduling and referrals
- Care coordinator summaries and next-best actions
- Patient support programs and hub services
Manufacturing
Agents for dealers, field service and sales operations, connected to ERP and grounded in accurate account and asset data.
- Partner and dealer service agents
- Field technician assistance and work order summaries
- Sales agreements and account-based forecasting
High Tech
Scale support and revenue with AI service agents, sales agents and customer success insight built on product usage data.
- Technical support agents grounded in documentation
- Inbound lead qualification and meeting booking
- Customer health scoring from product usage data
Professional Services
Agents that speed client intake, prepare engagements and surface utilization insight across CRM, PSA and finance systems.
- Client intake and onboarding agents
- Account research and meeting briefs
- Proposal and statement-of-work drafting assistance
Nonprofit & Associations
Agents that support donors, members and volunteers, so lean mission teams spend more time on impact.
- Donor and member service agents
- Volunteer onboarding and scheduling
- Program and outcome tracking
How we deliver
Discover. Ground. Build. Observe.
A four-phase method for agents that are accurate, safe and measurably valuable, from first use case to ongoing AgentOps.
Discover
Find the jobs where agents create measurable value, and capture baseline metrics before anything is built.
Ground
Prepare the data, knowledge and permissions agents depend on, so answers are accurate and access is safe.
Build & Test
Design agents in Agentforce Builder, lock critical steps with Agent Script and test against real scenarios.
Launch & Observe
Roll out in stages, monitor every session and keep tuning with managed AgentOps.
Engagement models
Flexible ways to work with us.
Start with a readiness sprint, launch a first agent into production, then keep improving with managed AgentOps.
AI Readiness Sprint
For leaders who want a clear, prioritized plan before investing in Agentforce.
- Use-case prioritization
- Data & trust assessment
- 90-day agent roadmap
Pilot to Production
For teams ready to launch a first agent and prove its value with real users.
- Agent design & build
- Testing & guardrails
- Staged launch
Managed AgentOps
For organizations running agents and Salesforce at scale who need a team to keep improving them.
- Monitoring & tuning
- New skills & actions
- Release management
Accelerators
Launch agents faster with proven starting points.
Pre-built agent designs, Agent Script flows and test scenarios for common jobs, tailored to your data and processes during delivery.
Service Agent Launchpad
A pre-configured AI service agent with Agent Script flows for order status, account updates and case triage, plus clean human handoff to Service Cloud.
Constituent Services Agent
Answers eligibility and application questions from approved knowledge, opens cases and tracks requests for government programs.
Patient Access Agent
Handles scheduling, referral status and benefits questions, grounded in Data 360 with strict access controls for patient data.
AI Readiness Assessment
A scored review of data quality, knowledge, permissions and processes, with a prioritized list of agent use cases and a 90-day plan.
Why Ratna
Trusted AI, delivered hands-on.
We combine business savvy with deep technical competence, so you can adopt AI with confidence, spot opportunities earlier and get real value from every agent you deploy.
Trust built in
Permissions, guardrails, testing and audit trails are designed into every agent, not added after launch.
Outcomes over demos
We start from measurable business results and baseline metrics, so you can prove what agents deliver.
Data-first delivery
Agents are only as good as their context. We ground them in clean, governed Data 360 data.
Engineering discipline
Roots in full-stack development, SDLC and DevOps bring versioning, testing and safe releases to AI.
Insights
Notes from the agentic AI practice.
Practical guidance on Agentforce, Data 360, integration and AI governance.
When your agent must follow the rules: a practical guide to Agent Script
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Read articleYour agent is live. Now what? Observability, testing and AgentOps
Launch day is the start of an agent's life. Teams that run agents like production software keep improving results.
Read articleGoverning agent sprawl before it governs you
Most enterprises will run agents from several vendors. Here's how to keep them visible, secure and affordable.
Read articleLet’s talk
Let’s put your first agent to work.
Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.