Service
Technology
Agentforce
Agents that stay useful after launch.
Standing up an agent is no longer the hard part. Deciding which process deserves one, grounding it on data you trust, containing what it can do, and improving it every week — that is the work. It is also where we spend our time.
- Topic and action design
- Grounded on your data
- Guardrails and escalation
- Improvement loop, not a launch
Advantage:
Tangible Outcomes
Agentforce · Data · Salesforce
An agent inherits every weakness in the data and process beneath it, then applies them at speed in front of a customer. That is why our Agentforce work usually starts one layer down — in the data foundation and the process definition — before any topic gets written.
From there the work is unglamorous and specific: narrow topics, well-defined actions, explicit escalation, and a weekly review of what the agent actually did. Agentforce Kaizen™ is the engagement shape we use to keep that going.
Scope
How we work with Agentforce
Use case selection
Choosing processes where an agent is genuinely the right instrument — high volume, well-defined, and measurable — rather than the most visible candidate.
- Volume and repeatability screening
- Process definition quality check
- Data readiness assessment
- Measurability of the outcome
Agent and topic design
Narrow topics with clear boundaries and instructions specific enough to be testable, rather than one broad agent asked to handle everything.
- Topic decomposition and boundaries
- Instruction design and versioning
- Ambiguity and out-of-scope handling
- Tone and response standards
Actions and integration
The actions an agent can take, scoped tightly, with the same rigour applied to permissions and failure handling as any integration.
- Action definition and input validation
- Permission and record scope limits
- Failure and partial-success handling
- Audit trail for agent-initiated change
Grounding and retrieval
Giving the agent the right context — enough to be useful, bounded enough not to expose the estate.
- Retrieval source selection
- Sharing and visibility boundaries
- Freshness requirements per source
- Grounding quality evaluation
Guardrails, testing and escalation
What the agent must never do, how it hands to a human, and how a change is tested before it reaches customers.
- Prohibited action and topic guardrails
- Escalation and human handoff paths
- Regression suites for behaviour
- Pre-release review process
Consumption design
Designing with credit cost in view, and forecasting it before volume makes the decision for you.
- Credit cost per interaction modelling
- Design choices ranked by consumption
- Forecast against entitlement
- Ongoing tracking against actuals
Connections
Where Agentforce work connects
Agentforce Kaizen™
The engagement shape: business case, proof of concept, then a standing improvement loop.
Learn moreGrounding data
Harmonised, resolved data so the agent answers from something trustworthy.
Learn moreCredit and licence audit
Independent forecast of what your agent design will consume.
Learn moreAgent measurement
Containment, escalation, action success and cost per outcome.
Learn moreWhat good looks like
What we aim for with Agentforce
The right use case
Processes chosen for volume, definition and measurability rather than visibility.
Contained behaviour
Explicit guardrails, permissions and escalation so the agent cannot exceed its remit.
Trustworthy grounding
Retrieval bounded to the right sources, with freshness and quality known.
Observable performance
Containment, escalation and action success visible weekly, not quarterly.
Forecast consumption
Credit cost per interaction modelled before volume arrives.
In-house ownership
Your team running the review loop, with the runbook and judgement transferred.
Thinking about your first — or next — agent?
Bring us the process. We will tell you whether an agent is the right instrument, and what it would cost to run.