The Outcome

By the end of this engagement, you will have:

• Up to 3 live AI-powered use cases
• Guardrail policies protecting data and compliance
• Structured prompt architecture
• Measurable performance metrics
• Clear governance for AI usage
• Admin capability to maintain and improve safety

AI that supports your team, not replaces it.

Who It’s For

The Agentforce AI Accelerator is ideal for organisations that:

• Already use Salesforce (Sales or Service Cloud)
• Want to reduce service workload or repetitive admin
• Need structured AI deployment with compliance in mind
• Want measurable business outcomes not experimentation

This is not a full AI transformation.

It is a focused, governed deployment of high-impact use cases.

What We Deliver

1. AI Strategy & Readiness Assessment

We begin with clarity.

Through a structured workshop, we define:

• Target AI use cases (customer-facing or internal)
• Measurable business outcomes (handle time, deflection, productivity)
• Channel requirements
• Guardrails and escalation workflows
• Data access boundaries
• AI personality and tone

You receive:

• AI Readiness assessment
• Knowledge health review
• Prompt architecture plan
• Governance and measurement framework

AI should be designed, not improvised.

2. Agentforce Configuration

We configure:

• Agent identity and behaviour
• Prompt design & refinement
• Knowledge retrieval sources
• Data access permissions
• Guardrail policies
• Escalation triggers to human agents

Security and compliance are built in from the start.

3. AI Use Cases (Up to 3 Included)

Examples include:

• Customer case deflection chatbot
• FAQ automation via Knowledge
• Order lookup & status updates
• Internal case summarisation assistant
• Sales record update assistant
• Appointment scheduling

Each use case includes:

• Conversational workflow design
• Prompt logic & refinement
• CRM action integration
• Safeguards and escalation rules

4. Workflow Integration

Lightweight automation (up to 5 steps) such as:

• Case creation or updates
• Task creation
• Record search & summarisation
• Escalation to live agent
• Email notifications

AI is integrated into real workflows, not isolated.

5. Knowledge Optimisation

AI is only as strong as your knowledge.

We:

• Optimise Knowledge article structure
• Configure metadata & visibility
• Identify gaps
• Enable article summarisation

Clean knowledge improves response quality.

6. Security & Governance

We configure:

• Profiles & permissions for AI components
• Data access restrictions
• Guardrail testing
• PII protection configuration
• Escalation and override logic

Safe AI > fast AI.

7. Reporting & Visibility

You receive:

• AI deflection rate report
• Task completion metrics
• Escalation tracking
• Knowledge usage analysis
• One executive dashboard

AI performance should be measurable.

8. Testing & Optimisation

Before go-live:

• Scenario testing
• Hallucination risk testing
• Prompt refinement
• Workflow tuning

AI is refined before exposure.

9. Training & Enablement

• Admin training on maintaining prompts
• Best practices for AI governance
• Copilot training for agents
• AI usage playbooks

Your team remains in control.

10. Go-Live & Stabilisation

• Deployment to production
• UAT support
• 1–2 weeks post-launch monitoring
• Final documentation & handover

AI goes live safely — not recklessly.

Timeline

Estimated 4–6 weeks.

Week 1 – Strategy & readiness
Week 2 – Configuration & guardrails
Week 3–4 – Use case build
Week 5 – Testing & refinement
Week 6 – Go-live & optimisation

Investment

£5,000 Fixed Fee

Payment Terms:

• 50% upfront
• 50% after 30 days

Clear scope. Clear use cases. Clear outcomes.