How It Works
We workshop your business workflows, edge cases, and escalation paths to define every Topic, Action, and Instruction your agent needs before a single line of configuration is written.
Using Agent Builder, Prompt Builder, and Flow, we build your agent layer by layer — precise prompt instructions, grounded Actions, and integrated flows that reflect your exact business logic.
Every topic, action, and fallback path is stress-tested against real scenarios. We run adversarial prompts, edge cases, and UAT sessions until the agent performs reliably across all conditions.
What's Included
We design every Topic and Action with precision — clear intent boundaries, disambiguation rules, and action chaining logic that prevents agent confusion or scope creep.
Role, persona, Instructions, and constraints authored in Prompt Builder — tested iteratively against real data until output quality meets your production standard.
Data masking, toxicity filtering, and grounding policies configured to protect your customer data and keep agent responses within safe, approved boundaries.
Agent Actions wired to Salesforce Flows for approvals, record creation, notifications, and CRM updates — your agent executes real business processes, not just chat.
Every agent needs a graceful exit. We design fallback topics, escalation triggers, and out-of-scope handling so no user conversation ends in a dead end.
Structured user acceptance testing with your team, followed by a supervised go-live — monitoring the first live conversations in real time before we hand over.
Who It's For
You have Agentforce licences and a use case in mind, but lack the Salesforce AI expertise to configure Topics, Actions, and Trust Layer policies correctly from scratch.
Generic templates won't cut it. Your workflows are complex, your edge cases are numerous, and you need an agent that reflects your exact business rules — not a demo.
Your agent needs to trigger multi-step approvals, update records, and respect hierarchy rules. We wire Agentforce to your existing Flows and approval processes precisely.