Connect customer data, business processes and AI so your teams can find information, prepare their next action and complete work with appropriate controls.
Discuss your Salesforce AI projectI help you decide where Salesforce AI fits, what data and integrations it needs, and how to design and build it within your enterprise architecture.
Design agents around specific sales and service tasks. Connect their actions to Salesforce records and enterprise systems using Flow, Apex and APIs.
Help users and agents retrieve relevant answers from approved CRM data, knowledge articles and enterprise documents.
Build assistance into the moments where teams need it: preparing for a customer conversation, reviewing a case or drafting a follow-up.
Connect AI assistance with the processes that carry the work forward, including CRM updates, approvals and external systems.
Depending on the engagement, deliverables can include a use-case assessment, solution architecture, configured or custom functionality, evaluation results and handover documentation.
Clear boundaries across Salesforce, data sources, AI services and external applications.
Defined access, review points and handling of failed or uncertain outcomes.
Agreed measures for quality, adoption, task completion and operating cost.