Agents built in your org
Start with a job your team repeats. Filter by team, then open an agent for the full scope, price and alternatives.
14 agents · 5 teams · 6 packs · Simple and Standard prices fixed before we start
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Showing 14 of 14 agents
Data and platform
Data Steward
Find and fix duplicate and incomplete records in any Salesforce object, with changes approved by your team.
90-day target Fewer duplicates: −50% from the first scan
Platform$5,000 / $10,000 USD Simple / StandardView details →Data and platform
Org Health + Concierge
Know exactly what's risky, unused and fragile in your Salesforce org, get a prioritized list of what to fix first, and give your team someone to ask "how does this work here?"
90-day target Less permission sprawl: −30%
Platform$5,000 / $10,000 USD Simple / StandardView details →Data and platform
RFP & Security Questionnaire
Turn an RFP or security questionnaire into a reviewed first draft using only answers your team has already approved.
90-day target Faster first drafts: −50 to −70%
Platform$5,000 / $10,000 USD Simple / StandardView details →Sales
Deal Inspector
Every open deal checked against your sales process every week, a score you can trust on every opportunity, and the clean-up done in bulk with a manager's approval, without anyone having to ask.
90-day target Fewer past-due deals: −60%
Sales Cloud$8,500 / $15,000 USD Simple / StandardView details →Sales
ICP & Lead Scoring
Lead and account scores your sales team can read and trust, built from your ideal customer profile, with a plain-language reason behind every score.
90-day target Scores that predict: Top tier converts 2–3× bottom tier
Sales Cloud$5,000 / $10,000 USD Simple / StandardView details →Sales
Inbound Lead Qualification & Routing
Every new lead matched, checked, de-duplicated and in the right rep's hands within minutes, with a summary that tells them why it matters.
90-day target Faster hand-off: Under 15 minutes
Sales Cloud$5,000 / $10,000 USD Simple / StandardView details →Sales
Account Health & Growth
Know which customers are drifting, which renewals are coming and where the next sale is, with a score on every account that updates itself and renewals in the forecast before anyone has to remember them.
90-day target Earlier warning: 30+ days earlier than today
Sales Cloud$8,500 / $15,000 USD Simple / StandardView details →Service
Case Triage & Routing
Every new case classified, checked for duplicates and sent to the right team in minutes, with the reason written on the case.
90-day target Less manual triage: −50 to −70%
Service Cloud$6,500 / $11,500 USD Simple / StandardView details →Service
Case Coaching
Review every closed case against your quality standard, and give team leads specific coaching notes instead of a spreadsheet of random samples.
90-day target Broader QA coverage: 30–100% of in-scope queues
Service Cloud$6,500 / $11,500 USD Simple / StandardView details →Service
SLA & Escalation Watch
See which cases are about to miss their SLA while there's still time to save them, and get a suggested fix, not just a red flag.
90-day target Fewer breaches: −25 to −40%
Service Cloud$5,000 / $10,000 USD Simple / StandardView details →Service
Service Agent Accelerator
Launch Salesforce's own customer-facing AI service agent in weeks, on clean knowledge, with a safe handoff to your team and a test suite that tries to break it before your customers do.
90-day target Better knowledge coverage: +15 to +25 percentage points
Service Cloud$13,500 / $27,000 USD Simple / StandardView details →Marketing
MCAE Marketing Ops
Catch bot-inflated clicks, messy lists and broken scoring before they mislead your sales team, with a weekly ops digest and fixes you approve.
90-day target Cleaner MQLs: −30%
Marketing Cloud Account Engagement$5,000 / $10,000 USD Simple / StandardView details →Nonprofit and Education
Grant Lifecycle
Spend your program team's time on the grants that matter: complete applications, eligible applicants, reviewers assigned and reports tracked.
90-day target Faster intake triage: −40 to −60%
Nonprofit Cloud$6,500 / $11,500 USD Simple / StandardView details →Nonprofit and Education
Advancement / Gift Officer
Walk into every donor visit prepared, spend your week on the right prospects, and keep thank-yous and impact reports in view.
90-day target Less prep time: From 45–60 to under 10 minutes
Education Cloud and Nonprofit Cloud$6,500 / $11,500 USD Simple / StandardView details →
Or start with a pack.
- See the pack →
Data Trust Pack
Clean, well-governed Salesforce data: the foundation every AI agent depends on.
Data Steward · Org Health + Concierge
- See the pack →
Revenue Pack
Pipeline hygiene, lead qualification and account health, built around your sales process.
Deal Inspector · ICP & Lead Scoring · Inbound Lead Qualification & Routing · Account Health & Growth
- See the pack →
Service Excellence Pack
Triage, knowledge, SLAs and coaching first. A tested customer-facing Service Agent when you are ready.
Case Triage & Routing · Case Coaching · SLA & Escalation Watch · Service Agent Accelerator
- See the pack →
Marketing Ops Pack
Account Engagement hygiene and explainable lead scores, built around the leads your sales team wants.
MCAE Marketing Ops · ICP & Lead Scoring
- See the pack →
Nonprofit Edition
Grants, donors and data handled with care, configured for your nonprofit.
Grant Lifecycle · Advancement / Gift Officer · Data Steward
- See the pack →
Education Edition
Student enquiries, gift-officer support and record quality, configured for your institution.
Student Enquiry (Education variant) · Advancement / Gift Officer · Data Steward
Custom agents.
Not in the catalogue? We build custom agents on Agentforce or other models, scoped after the assessment.