AI Ops & Agents

Custom enterprise AI for the workflows your team can't drop.

We design and deploy AI-powered workflows that respect governance and compliance. Every build pairs a Salesforce architect with an AI engineer so your data stays correct, auditable, and on-brand.

Book an AI workshop See RevOps services

SOC 2 aware

Enterprise-ready controls

Guardrails-first AI delivery

Audit trails in Salesforce

Human-in-the-loop review

Data residency respected

Playbook

Iterative delivery

How we build an AI agent that your CIO will sign off on.

Map the workflow

We align with your operators and compliance teams, then document the human steps your AI agent will own.

Secure connections

Set up governed access to Salesforce, data warehouses, queues, and document repositories. Audit logs by default.

Ship a pilot

Deliver a narrowly scoped agent in 20–30 days with measurable SLAs and a rollback path.

Scale and harden

Add monitoring, human-in-the-loop controls, and performance tuning so the agent can move to production safely.

Architecture snapshot

Our AI stack pairs deterministic flows with LLM reasoning: event triggers or scheduled jobs call a rules engine; validated payloads hit an LLM with retrieval; all actions are written back to Salesforce with context and audit logs.

Ingestion: Salesforce events, S3, email, queues

Reasoning: Retrieval-augmented prompts + policy guardrails

Action: Updates, tasks, records, chatter posts, or webhooks

Observability: Metrics, confidence thresholds, human review queues

Integrates with your stack

Salesforce, Service Cloud, CPQ, Slack, Jira, Okta, AWS, Snowflake, Netsuite, Marketo, HubSpot, and custom APIs.

Case Snapshot

Government Technology Services

Document parsing & compliance automation

Automated ballot and compliance document intake with AI classifiers and validation against Salesforce records.

Reduced manual triage from days to minutes with monitored confidence scoring.

Audit trails written back to Salesforce with linked source documents.

Escalation queues for edge cases; no black-box decisions.

Case Snapshot

High growth Defense Tech Company

Case data enrichment agent

AI agent that enriches Case records in real-time with details from the related emails.

Enriched Case records in real-time with details from related emails.

Identified and linked related inventory records to Cases.

Improved data trust without slowing down fast-moving support teams.

Capabilities

Not a generic chatbot. We build the ops-grade automations that keep your revenue stack aligned.

Document parsing and classification for regulated content

CRM data reconciliation and enrichment with AI guardrails

Queue triage for service and sales teams with smart routing

Automated validation against product catalogs and CPQ rules

Data quality checks between Salesforce, ERP, and warehouses

Change intelligence dashboards with AI summaries for leadership

Let's prototype

Share your use case and we will return a scoped pilot plan with timeline, milestones, and risk controls—typically within two business days.

Start an AI pilot

Tell us about your roadmap, budget, or AI workflow idea. We reply within one business day.