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AI and agents

Agents on the platform you already use.

We design, build and orchestrate agents inside or outside Salesforce: in your ERP, your help desk or your own application. Always on your real data, with permissions and escalation to people.

The problem we solve

Repetitive tasks that consume your team's capacity and generic agents that are not yet ready to interact with customers.

Who it is for

  • You have repetitive tasks that consume your team's capacity.
  • You want agents on your own systems, without being tied to a vendor.
  • You ran an AI proof of concept that never reached operation.

How we do it

  1. 01

    Choose a use case

    One case at a time, with a measurable goal and real data. Sometimes the recommendation is to wait or fix the data first.

  2. 02

    Connect with limits

    We connect the agent to your systems through bounded tools (APIs or MCP), respecting your organization's permissions.

  3. 03

    Operate and evaluate

    We orchestrate with escalation to people, traces and continuous evaluation, with human review defined from the design stage.

What you are left with

  • An agent in operation with clear limits, or a grounded recommendation on what to solve first.
  • Safeguards, traceability and metrics defined from the design stage.
  • Prioritized use cases with owners and success criteria, and a 90-day roadmap with estimated investment per phase.

Ways to start and investment

Starting price, timeline and exclusions up front. The initial conversation is free and carries no commitment.

AI agent pilot on your platform

Repetitive tasks that consume your team's capacity, on systems that are not Salesforce.

Who it is for

Organizations that want agents on their own systems, without being tied to a vendor.

Includes

  • One flow and one bounded action on your systems, through APIs or MCP.
  • Tests with success criteria defined together and human review.
  • Close with evidence and a recommendation: scale, adjust or stop.

Fixed proposal per phase

Estimated timeline: One use case · evidence before scaling

Not included

  • Third-party licenses, model consumption and infrastructure.
Explore an agent pilot

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Applied AI strategy and roadmap

Many AI ideas and no shared criteria to prioritize them.

Who it is for

Organizations that want to organize their use cases before building.

Includes

  • Inventory of candidate processes, scored by value, risk and data readiness.
  • Prioritized use cases, with owners and success criteria.
  • A 90-day roadmap with estimated investment per phase.

Fixed proposal per phase

Estimated timeline: Discovery and prioritization workshop

Not included

  • Building the use cases; agreed as a next phase.
Organize my use cases

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See all ways to start

Verifiable backing

Our founding partner's Salesforce Architect credentials, verifiable on Trailhead.

Frequently asked questions

If you are a Salesforce partner, do you only work with Salesforce?

No. Salesforce is one part of what we do. We also design applied AI and agents on other platforms and in-house systems, and we recommend the tool that best fits your case, even if it is not Salesforce.

Which AI model or provider do you use?

We choose the model and platform that best fit your data and your risk, without tying you to a vendor. Licenses, model consumption and infrastructure are not included and are shown separately.

What if our data is not ready?

We do not assume the answer is to build. If the data or permissions do not support the case, we recommend waiting or fixing that first, and we explain why in writing.

A 30-minute conversation. No commitment.

Tell us your situation and we will say plainly whether we can help and where to start.

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