Agent Builder
Design, configure and test agents with a visual, low-code studio.
Salesforce Agentforce Consulting
Build AI Agents That Work Across Your Business.
Quant Tech designs secure, connected Agentforce AI agents that understand your business context, take approved actions and collaborate with your teams — for businesses in Canada, the US, Australia and India.
Context-Aware AgentsUnderstand intent and business context
Connected Business ActionsTake action across your systems
Human OversightKeep people in control
Secure by DesignBuilt with enterprise-grade guardrails
From Conversations to Real Outcomes
Move From AI Conversations to Real Business Action.
Go beyond simple chat. Agentforce agents understand requests, reason over your data, take approved actions and hand off to people when needed.
Understand Every Request
Interpret natural language, identify intent and extract key details.
Reason With Business Context
Use your data, knowledge and business rules to find the best path forward.
Take Approved Actions
Execute tasks across your systems with appropriate permissions.
Escalate With Full Context
Hand off to the right person with complete conversation history and context.
Meet Your Digital Workforce
Agentforce Orchestrates a Team of Specialist Agents.
A coordinated team of AI agents, each with a specific role, working together with your data, tools and people.
Sales AgentFind opportunities and follow up
Service AgentResolve customer requests
Marketing AgentCreate campaigns and engage audiences
AgentforceOrchestration Core
Employee AgentAnswer internal questions
Operations AgentAutomate routine tasks
Commerce AgentGuide buyers to the right product
Shared Tools & DataCRMDataKnowledgeApps & APIsAutomation
Agent Builder Studio
Design Every Agent With Control and Clarity.
A visual, low-code experience to define what your agents do, how they work and which tools they can use.
- Define the JobSet goals, role and behaviour.
- Ground in Trusted DataUse your Salesforce data and more.
- Connect ActionsLink to apps, APIs and automation.
- Test & RefineSimulate conversations and improve.
Agent BuilderService Agent · Draft
Topics
Instructions
- Identify the order from the order number or email
- Only change orders that have not shipped
- Always confirm changes with the customer
Actions & Tools
Search RecordsCRMUpdate RecordCRMSend EmailCommunicationTest Conversation
Please change the delivery address on order #48213.
Interactive sample — pick a topic and run the test. Data is for illustration only.
From Intent to Action, Step by Step
How an Agent Thinks and Works.
A transparent reasoning process from request to resolution, with human oversight for sensitive actions.
- 1ReceiveCapture the request from any channel.
- 2UnderstandIdentify intent and extract details.
- 3Retrieve ContextSearch your data, knowledge and systems.
- 4PlanChoose the best actions and tools.
- 5ActExecute approved actions across systems.
- 6VerifyConfirm the outcome and respond.
Human ApprovalFor sensitive actions, the agent pauses and gets the right person’s approval before proceeding.
Agentforce Capabilities
Everything You Need to Build and Scale AI Agents.
From design and grounding to guardrails and monitoring.
Guardrails
Control, compliance and safe operation by design.
Topics & Instructions
Guide agent behaviour.
Business Actions
Take action in real systems.
Data Grounding
Use your trusted data.
Tool Connections
Apps, APIs and automation.
Human Handoff
Seamless escalation.
Testing
Simulate and refine.
Monitoring
Track usage and health.
Analytics
Understand performance.
Multi-Agent Collaboration
Coordinate specialist agents.
Managed Support
Ongoing care and optimisation.
The Agent Action Network
Connect Agents to the Work Your Business Already Runs.
Plug into your existing systems, data and automation so agents can take meaningful action across your business.
- CRM
- Service
- Marketing
- Commerce
Agentforce
Action Router
Action Router
- Data & Analytics
- Knowledge
- APIs & Integrations
- Automation
A Multi-Agent Workflow
Coordinate Specialists Around One Customer Goal.
Different agents, one seamless experience, from request to resolution.
- Customer RequestComes from any channel
- Concierge AgentIdentifies intent and routes
- Data AgentGathers customer context
- Sales / Service AgentTakes action in your systems
- Approval GateHuman approval for sensitive actions
- Response AgentCompletes the customer experience
Keep People in Control
Built for Trust, Designed for Enterprise.
Powerful AI agents with the right guardrails, governance and observability to keep your business safe.
- Approved TopicsDefine what agents can do.
- Permissioned ActionsControl what they can access.
- Data AccessUse and protect your data.
- Human ApprovalRequire approval for sensitive actions.
- Audit TrailTrack every action and decision.
- MonitoringDetect issues and ensure safe operation.
Agent Activity Monitor
Sample data for illustration.
AI Agents for Every Team
Drive Impact Across Your Business.
Purpose-built agents for every department, working from the same trusted data.
Sales
Qualify and follow up with prospects.
Service
Resolve common requests and improve experiences.
Marketing
Coordinate campaigns and engage audiences.
Commerce
Assist buying journeys and customer orders.
Employees
Answer internal questions and get work done.
Operations
Automate routine workflows and processes.
AI Agents That Know When to Hand Off
Seamless Handoffs. Better Experiences.
Agents handle routine work and seamlessly hand off to people when human judgement or a personal touch is needed.
Human ExpertTakes over with complete context and continues the conversationCustomer gets a consistent experience — no need to repeat their information.
Agentforce Use Cases Across Industries
Proven Value in Every Industry.
AI agents shaped around how each industry serves its customers.
Salesforce Agentforce Services
End-to-End Services for Your Agentforce Journey.
From use-case discovery to guardrails, launch and long-term tuning.
Agent Strategy & Use-Case Design
Find the highest-value use cases.
Agentforce Implementation
Build and launch your agents.
Topics & Actions Configuration
Instructions, flows and Apex actions.
Data & Integration Grounding
Connect Data Cloud, knowledge and APIs.
Guardrails & Testing
Trust Layer, testing and evaluation.
Managed Support
Monitoring and continuous tuning.
From Agent Idea to Trusted Digital Workforce
A Clear Path From Strategy to Long-Term Success.
A structured, collaborative approach to launching AI agents safely.
- 01
Discover
Align on goals and opportunities.
- 02
Design
Define agent roles and experiences.
- 03
Build
Configure, test and validate.
- 04
Connect
Integrate with your systems and data.
- 05
Govern
Put the right controls and guardrails in place.
- 06
Optimize
Scale, improve and add new use cases.
Our Impact
Scale, Expertise and Delivery Confidence.
A proven team, trusted by clients worldwide.
50+Technical Experts
100+Happy Clients
150+Projects Completed
2Global Offices
FAQs
Questions About Salesforce Agentforce?
Get answers to common questions about our services, process and support.
Agentforce lets you build AI agents that understand requests, reason over your Salesforce data and knowledge, and take approved actions — such as updating orders, qualifying leads or resolving cases — across sales, service, marketing, commerce and internal teams.
A chatbot follows fixed scripts. An Agentforce agent uses an LLM to understand intent, plans which actions to run, calls Flows, Apex and APIs to do real work in your systems, and hands off to a person with full context when needed.
Yes. Agents use actions built with Flow, Apex, prompt templates and MuleSoft or REST APIs, so they can read and update Salesforce records and connect to ERP, e-commerce, billing and other tools — always within the permissions you set.
You decide which actions need approval. Sensitive steps pause for a person to approve, and conversations can be transferred through Omni-Channel to a human with the full history, customer data and a recommended next action.
We use the Agentforce Testing Center to run test conversations before launch, then monitor conversations, actions, handoffs and accuracy with Agentforce analytics and the Einstein Trust Layer audit trail.
Yes. We tune instructions and actions, add new topics and use cases, review conversation quality and keep agents current with Salesforce releases.
Let's Talk
Ready to Put AI Agents to Work?
Let’s discuss your use cases and create a roadmap for your business.
Also see: Data Cloud · Service Cloud · Sales Cloud · AI implementation