Teams spend time searching for information, completing and updating data, resolving repetitive queries, and performing low-value tasks. At the same time, organizations are looking to automate processes without losing control over data and decisions. To address this need, ALTIA offers Agentforce QuickStart, a service that allows you to configure and deploy an AI agent for a priority use case within Salesforce in 4 to 6 weeks.
Automation applied to a specific process
QuickStart is aimed at organizations that have data and knowledge and want to boost care, guidance, internal support, or task automation within Salesforce.
The service allows addressing use cases such as information querying, summary preparation, guided data updating, request classification, or recommendation generation.
The starting point is a limited process, with a defined scope, on which to configure an agent adapted to the identified needs.
What does QuickStart include?
The service includes the configuration of a priority use case with Agentforce, which can take two approaches: a conversational assistant or the automation of tasks in Salesforce.
The solution includes:
- Agent configuration: adaptation to the selected use case.
- Knowledge and actions: incorporation of available knowledge and configuration of allowed actions and flows.
- Guardrails: defining limits to maintain control over the agent's actions.
- Testing: checking the functionality of the solution.
- Training: preparing users to use it.
- Start-up: beginning of the agent's operation in the defined process.
The scope is limited to one agent and one supervised process, with the aim of focusing the implementation on a specific need.
Implantation in 4-6 weeks
QuickStart lasts approximately 4 to 6 weeks and includes use case setup, knowledge, allowed actions and flows, guardrails, testing, training and implementation.
This format allows you to address a specific automation need within Salesforce with a defined scope and under supervision.
Bring agentic AI to your Salesforce processes
With this service, we offer organizations a way to incorporate AI agents into a specific Salesforce process, from querying information to automating tasks.
A proposal focused on automating low-value tasks without losing control over data and decisions.
