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Agentforce Builder, Agent Script & Voice

Agentforce & AI Agents

Practical AI on Salesforce: agents built in Agentforce Builder, controlled with Agent Script and grounded in your data.

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Overview

How we approach Agentforce & AI Agents.

AI creates value when it is pointed at a specific job and grounded in reliable data. We help you choose high-value use cases, then design, build and test agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.

Agents are deployed where work happens, including web, Slack and voice with Agentforce Voice and Agentforce Contact Center, and monitored after launch with Agentforce Observability.

Platforms

AgentforceAgentforce VoiceData 360Service Cloud

What’s included

  • AI use-case discovery and prioritization
  • Agent design in Agentforce Builder
  • Agent Script for deterministic, auditable flows
  • Agentforce Voice and Agentforce Contact Center
  • Testing Center, guardrails and human handoff
  • Observability, A/B testing and ongoing tuning
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Outcomes

What we design for.

OUTCOME 01

Time back for teams

Routine requests handled end to end.

OUTCOME 02

Predictable behavior

Critical steps enforced by Agent Script.

OUTCOME 03

Responsible adoption

Agents that respect permissions and escalate appropriately.

Delivery

Research. Design. Deliver. Support.

01

Research

Understand the business, users, data and constraints before proposing a solution.

Stakeholder interviewsCurrent-state reviewSuccess metrics
02

Design

Shape the architecture, data model and roadmap, including where automation and AI add value.

Solution architecturePrototypesRelease roadmap
03

Deliver

Build in short sprints with weekly demos, automated testing and a transparent backlog.

Agile sprintsCI/CD & testingData migration
04

Support

Launch with training and hypercare, then keep improving through managed services.

TrainingHypercareManaged support

Where this fits

Industries we apply this to.

Healthcare & Life Sciences

Connected patient, provider and program experiences, from intake and care coordination to patient support and AI-assisted access.

  • Patient intake and referral management
  • Care plans and care coordination
  • Patient support and hub services
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Professional Services

Connect business development, client onboarding, delivery and billing into one client lifecycle.

  • Relationship and account planning
  • Opportunity-to-engagement workflows
  • Client intake and onboarding
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Related

Explore other practices.

01

Salesforce Implementation

Greenfield builds and re-implementations of Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud and industry clouds, launched with adoption built in.

Learn more
02

Salesforce Managed Services

A dedicated pod of admins, developers and an architect that keeps your org healthy, your agents tuned and your backlog moving.

Learn more
03

Advisory & Org Health

Vision workshops, org health checks, AI readiness reviews and Center of Excellence design that keep Salesforce strategic and governed.

Learn more

Let’s talk

Let’s build what’s next, together.

Whether you need a Salesforce project delivered or a skilled professional on your team, a 30-minute conversation is the fastest way to find the right next step.

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