Use case selection & ROI scoping
The discipline the demos skip: which conversations an agent should own, which it should never touch, and what the resolution is worth. Scoped agents ship; unscoped agents pilot forever.
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Salesforce Agentforce
Every board wants AI agents. Nobody wants to be the AI headline.
The gap between an Agentforce demo and an Agentforce deployment is governance: scoped topics, grounded answers, tested behavior, and human sign-off on everything that ships. We build agents that survive contact with real customers, and we've been putting them in production since the platform launched.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. Concept to production in weeks.
Sound familiar?
The demo was great. Production never came.
The pilot has been "almost ready" for two quarters.
Nobody can define done, so nobody can ship.
Legal and security won't sign off.
Because nobody can show them what the agent will and won't say.
The agent answers confidently and wrongly.
It's grounded on nothing, or on a knowledge base nobody trusts.
There's pressure from the top and no plan underneath.
The board asked about AI; the roadmap is a slide.
A bot embarrassed you once already.
And now every AI conversation starts from a flinch.
The build
Agents with a job description, a leash, and a paper trail.
Agent design: topics, instructions & guardrails
Topic architecture, classification design, instruction writing, and explicit out-of-scope behavior, so the agent's boundaries are engineered, not hoped for. Escalation paths to humans defined from the start.
Custom actions
Agent actions built on Flows, Apex invocable methods, prompt templates, and API callouts, so agents don't just answer questions, they do things: look up orders, update records, schedule, quote, resolve.
Grounding & retrieval
Answers grounded in your knowledge, your records, and Data Cloud: retriever configuration, search indexes, and the knowledge remediation work that determines answer quality more than any prompt does. Data Cloud →
Testing Center & evaluation
Systematic pre-release validation: test case libraries built from real conversation data, batch evaluation of agent responses, adversarial and edge-case testing, and regression runs on every change. "It seemed fine in the sandbox" is not a release criterion.
Trust Layer & governance
Einstein Trust Layer configuration, PII handling, audit trails on agent conversations, and a release process with human sign-off on every change, documented automatically. The evidence package your legal and security teams have been asking every vendor for.
Channel deployment
Agents deployed where the conversations are: Messaging for In-App and Web with identity resolution, Experience Cloud portals, voice, and Slack, with session handoff between agent and human that keeps context.
Service agents
Case deflection and resolution agents wired into Service Cloud: contact resolution, order and account lookups, entitlement-aware answers, and clean escalation with the transcript attached. Service Cloud →
Sales & employee agents
SDR and sales coaching agents on your real pipeline data, plus internal employee agents for HR, IT, and operations questions, governed with the same rigor as anything customer-facing.
Multi-agent architecture
When one agent isn't enough: agent-to-agent orchestration, routing between specialized agents, and shared context design, without turning your org into a science fair.
Monitoring, analytics & tuning
Post-launch conversation analytics, resolution and escalation rates, failure clustering, and a tuning cadence, because an agent is a product you operate, not a project you finish.
Model strategy & BYOM
Default models where they fit, bring-your-own-model architectures where compliance or data residency demands it, including private deployment patterns for regulated industries.
Month one
While others polish the demo, your agent ships with a leash.
- Week 1
Embedded & scoped.
Use case selected and bounded, ROI math agreed, knowledge and data sources assessed. The agent has a job description before it has a prompt.
- Week 2
First working agent.
Topics, actions, and grounding assembled; the agent handling real scenarios in a test environment.
- Week 3
Through the gauntlet.
Testing Center evaluation, adversarial cases, guardrail verification, and the governance evidence package assembled for sign-off.
- Week 4
Production, governed.
Live to a controlled audience with monitoring, escalation, and a tuning cadence, plus the 90-day roadmap. Weeks to production is the norm on a focused agent, not the exception.
The guarantee
The only Agentforce engagement with a refund behind it.
You tell us the results you need: an agent in production, a resolution rate, a deflection number, governance sign-off achieved. We value each one together and write a monthly floor of finished results into the contract. A floor, not an estimate. Cash back if we miss. No change orders, ever.
A floor, not an estimate.
In the contract before we start.
Cash if we miss.
Same percentage of fees back that we missed by. Cash, not credits.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Straight answers.
Before the briefing.
How do we keep an agent from saying something that damages the brand?
Engineering, not hope: scoped topics with explicit out-of-scope behavior, grounded retrieval instead of open-ended generation, Testing Center evaluation including adversarial cases, Trust Layer controls, and human sign-off on every release. You'll see exactly what it will and won't say before a customer does.
What's a realistic first use case?
A high-volume, well-documented conversation with a clear resolution: order status, account questions, common case types, internal IT/HR questions. We'll rank your candidates by ROI and risk in the briefing, and we'll tell you which ones aren't ready.
Do we need Data Cloud first?
Not always, but grounding determines answer quality more than anything else. If your knowledge is solid, an agent can ship on it; if your data is fragmented, a scoped Data Cloud foundation is usually the honest first mile. Data Cloud →
How long to production, really?
Weeks for a focused, well-scoped agent, including the testing and governance work. The pilots that run for quarters are stuck on scope and sign-off, which is precisely the part we bring a process for.
Our industry is regulated. Can we still do this?
Yes, deliberately: BYOM and private model architectures where required, audit trails on every conversation, and documentation generated automatically. Regulated buyers are a large share of our practice, not an exception to it.
Your competitors are demoing. You could be deploying.
Bring us your top three agent candidates, or let us find them. We'll rank them by ROI, show you the governance path, and put a delivery floor on paper.