AI Agents

That Understand, Act and Scale, Inside Salesforce

Deliver real-time, grounded and compliant responses—right from your CRM, powered by Salesforce’s next-gen AI platform: Agentforce.

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Trusted AI, Real Results

135+

Professionals

30+

Agentforce Specialists

60+

Certified Data Cloud Experts

What We Offer

Build, Deploy and Evolve Salesforce-Native AI Agents

Custom Agent Design & Prompt Architecture
Design use-case-specific agents with grounded, compliant prompts using Agentforce and Prompt Builder.
Ongoing Tuning & Post-Launch Analytics
Track usage, retrain prompts and roll out upgrades with our continuous optimization loop.
Multichannel Chat Interfaces
Build conversational UIs into Console, Experience Cloud or mobileapps, supporting multilingual text.
Agent-Initiated Workflows
Trigger Flows, Apex, or external systems right from a conversation—automating escalations, updates or approvals.
CRM + External System Grounding
Use real-time Salesforce data, Knowledge Articles, Data Cloud or external sources like SharePoint or APIs to deliver fact-based responses.
how it works ?

A Proven 4-Step Framework for Agentforce Success

Here’s how Agentforce works to deliver frictionless, intelligent customer service:
Discover Needs

Identify touchpoints and business objectives.

1
Discovery & Use Case Definition

We align on your top agent personas, goals and AI-ready use cases.

Prompt + Agent Buildout

Using Prompt Builder, we develop secure, grounded prompts for your data and flows.

2
Discover Needs

Identify touchpoints and business objectives.

Discover Needs

Identify touchpoints and business objectives.

3
Integration & Deployment

Agents go live inside Salesforce Console, Experience Cloud or mobile, with voice and chat.

Training, Analytics & Improvement

We monitor usage, fine-tune responses and evolve your agents over time.

4
Discover Needs

Identify touchpoints and business objectives.

how it works ?

A Proven 4-Step Framework for Agentforce Success

Here’s how Agentforce works to deliver frictionless, intelligent customer service:
Discover Needs

Identify touchpoints and business objectives.

1
Discovery & Use Case Definition

We align on your top agent personas, goals and AI-ready use cases.

2
Prompt + Agent Buildout

Using Prompt Builder, we develop secure, grounded prompts for your data and flows.

Discover Needs

Identify touchpoints and business objectives.

Discover Needs

Identify touchpoints and business objectives.

3
Integration & Deployment

Agents go live inside Salesforce Console, Experience Cloud or mobile, with voice and chat.

4
Training, Analytics & Improvement

We monitor usage, fine-tune responses and evolve your agents over time.

Discover Needs

Identify touchpoints and business objectives.

AI That Drives Real-World Business Impact

Backed by Salesforce. Tuned to your workflows. Ready to deliver ROI from dayone.
Agentforce helps you reimagine how support, service and operations are delivered—without adding headcount.

Accelerate Case Resolution & Task Completion

Reduce manual effort with AI agents that resolve, escalate, or route work based on real-time context.

Increase First-Contact Resolution

Scale Support Without Scaling Teams

Cut Down on Tool Switching

Enable Guided Workflows for Every Role

Speed Up Daily Work with Built-In Guidance

Accelerate Case Resolution & Task Completion

Reduce manual effort with AI agents that resolve, escalate, or route work based on real-time context.

Increase First-Contact Resolution

Deliver accurate, grounded answers using live CRM and enterprise knowledge—no data silos, no hallucinations.

Scale Support Without Scaling Teams

Handle higher volumes with AI agents that automate repetitive queries and assist users across time zones and languages.

Cut Down on Tool Switching

Agents update records, trigger workflows, and connect systems—so your teams can stay focused instead of jumping between screens.

Enable Guided Workflows for Every Role

From frontline agents to field technicians, AI offers in-the-moment guidance that drives consistency and compliance.

Speed Up Daily Work with Built-In Guidance

Step-by-step AI assistance helps your team handle tasks faster and with fewer errors.

Speed Up Daily Work with Built-In Guidance

Step-by-step AI assistance helps your team handle tasks faster and with fewer errors.
why work with us ?

We Build Salesforce AI
Agents That Deliver, Not Just Demo Well

TALK TO US

Backed by deep Salesforce AI experience and certified across Prompt Builder, Data Cloud and external system integrations.

We design AI agents around real user needs, workflows and daily tasks—not just titles or templates.

Console for agents, Experience Cloud for customers or Salesforce Mobile—we bring AI to the frontlines of work.

Secure, compliant and grounded—our agents launch into live Salesforce environments with confidence.

Easy to maintain, adapt and expand—our agents grow with your processes without adding complexity.

From global service teams to lean ops groups—our AI agents support high-impact use cases across industries.

Resources to Help You

Scale Smarter

Start Building Your CRM Agent AI with Softsquare

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