Build trusted AI agents around real business processes

WebSolo helps organizations assess, design, implement and improve Salesforce Agentforce solutions connected to trusted business data, automation, Knowledge, Salesforce applications and external systems.

We focus on practical use cases, reliable actions, controlled access, testing, human escalation and measurable business value rather than introducing AI without the data and processes needed to support it.

AI agents connected to your Salesforce platform

AI Readiness Assessment

Review business processes, Salesforce architecture, data quality, Knowledge, automation, security, licensing and organizational readiness.

Agent Use-Case Design

Identify focused use cases with clear users, triggers, outcomes, boundaries, exceptions, escalation paths and measurable value.

Agentforce Builder

Configure agents, roles, topics, instructions, variables and actions around defined customer, employee and operational processes.

Trusted Data Grounding

Ground agent responses in approved Salesforce records, Data 360 information, Knowledge articles, files and other trusted sources.

Agent Actions

Allow agents to perform approved business actions using Salesforce Flow, Apex, prompt templates, APIs and existing automation.

Prompt Builder and AI Automation

Create reusable prompt templates for summaries, classifications, recommendations, content generation and structured Salesforce processes.

Testing and Guardrails

Test expected behaviour, edge cases, permissions, source quality, action outcomes, refusal conditions and human escalation before deployment.

Monitoring and Optimization

Monitor conversations, outcomes, errors, escalation, action execution, user feedback and business results after launch.

AI depends on more than an intelligent prompt

A reliable agent requires accurate information, well-defined business processes, secure actions, clear boundaries and appropriate human oversight.

WebSolo brings Salesforce administration, development, integration, data and automation experience into the Agentforce implementation.

Discover

Identify focused use cases, users, outcomes and risks.

Prepare

Improve data, Knowledge, automation, access and governance.

Build

Configure topics, instructions, grounding and actions.

Test

Validate behaviour, security, outcomes and escalation.

Improve

Monitor production use and continuously refine the agent.

Sales research and engagement

Support account research, prospect preparation, lead follow-up, activity summaries and guided sales actions using Salesforce information.

Customer self-service and support

Answer supported customer questions, use Knowledge, summarize service context, complete approved actions and escalate complex situations.

Marketing planning and operations

Assist with campaign planning, audience preparation, approved content, journey operations and marketing-process coordination.

Internal assistance and guided work

Help employees find approved information, summarize records, complete repetitive steps and follow established business procedures.

Field-service preparation

Provide technicians and dispatchers with relevant work, asset, customer, Knowledge and service-history information.

Industry and operational agents

Build agents around custom Salesforce objects, applications, integrations and organization-specific workflows.

Not every process should be autonomous

Some processes are suitable for an agent to complete independently. Others require confirmation, approval, human judgment or full employee ownership.

WebSolo helps define appropriate boundaries so Agentforce can support employees and customers without receiving unnecessary access or responsibility.

Governance priorities

Agentforce Readiness Assessment

Review Salesforce architecture, processes, data, Knowledge, security, licensing, risks and potential AI use cases.

Agent Design and Configuration

Configure agent roles, topics, instructions, variables, grounding, actions, channels and escalation.

Custom Agent Actions

Create reliable actions using Salesforce Flow, Apex, Lightning components, APIs and custom platform functionality.

Data and System Integration

Connect agents with Salesforce data, Data 360, Knowledge and approved external systems.

Data 360 and AI Grounding

Prepare connected customer information, identity, insights, permissions and context for trusted Agentforce use.

Testing and Optimization

Test behaviour, monitor production results, resolve issues and improve instructions, grounding and actions.

What is Salesforce Agentforce?

Agentforce is Salesforce technology for creating AI agents that can answer questions, use trusted business information and perform approved actions across Salesforce processes.

Is Agentforce just a chatbot?

No. An Agentforce solution can use Salesforce data, Knowledge, topics and actions to support multi-step business processes rather than only returning conversational responses.

Does an organization need Data 360 to use Agentforce?

Not every Agentforce use case requires a full Data 360 implementation. The appropriate data architecture depends on the information, grounding, identity and real-time context required by the agent.

Can Agentforce perform actions in Salesforce?

Yes. Agents can perform approved actions using tools such as Salesforce Flow, Apex and integrations. Each action should be tested and protected with appropriate access controls and validation.

Can Agentforce transfer work to a person?

Yes. Human escalation can be designed for complex questions, exceptions, sensitive requests, approvals and situations outside the agent's permitted responsibilities.

Can WebSolo help improve an existing Agentforce prototype?

Yes. We can review the use case, instructions, topics, actions, grounding, security, testing and deployment architecture, then help prepare the solution for practical production use.