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AI that does real work in Salesforce

Agentforce & AI Automation That Gives Your Team Time Back

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Start With a Real Use Case

We pick one task your team repeats every day and prove the value there before going wider.

Built on Your Data

Agents are connected to your Salesforce records and knowledge, so answers reflect your business.

Guardrails Built In

We set clear limits on what an agent can say and do, and when it hands over to a person.

Measured and Improved

We track results after launch and refine the agent using real conversations.
What it means

Agentforce & AI Automation, Explained

Agentforce is Salesforce’s platform for building AI agents that work inside your CRM. An agent can answer customer questions, update records, qualify leads or draft follow-ups, using the data and rules you give it.

AI automation is wider than agents. It also covers smarter flows, summaries, predictions and routing that remove repetitive clicks from your team’s day.

Crozato helps you decide where AI fits, then designs, builds and tests it. Your Salesforce data needs to be in reasonable shape first, so we can also help through our Salesforce implementation and integration services.

Agents for service, sales and internal teams
Automations that cut repeat tasks
Clear limits and human handover
Testing before real users see it
Talk to our team
AI agent answering a customer question and updating Salesforce records
Use cases

Where AI Can Help in Salesforce

Customer Service Agents

Agents that answer common questions, check case status and pass tricky issues to your team.

Sales Assistants

Help with lead research, call summaries and follow-up emails, so reps spend more time selling.

Case Triage and Routing

New requests are sorted by topic and urgency and sent to the right person automatically.

Record Summaries

Long email threads and case histories boiled down to a few lines anyone can read quickly.

Data Entry and Updates

Fields filled and records kept current from emails, forms and conversations, with less typing.

Internal Help Desk

Staff get quick answers about policies, products and processes without waiting for a colleague.
How we build

From Idea to a Working Agent

We begin small. Together we choose one job for the agent, write down what good looks like, and decide what it must never do. Then we build it in a sandbox and test it against real questions your team has received.

Only when the answers hold up do we let a small group try it. Their feedback shapes the next version before any wider launch.

One clear job for each agent
Rules for what it must never do
Tested against real past questions
A small pilot before full launch
Get started
Four-step path from use case to sandbox, pilot and launch for an AI agent
Safe and trusted

AI You Can Keep Under Control

Teams worry that AI will say the wrong thing or touch data it should not. Those worries are fair, so we design for them from the start, with access set to match your permissions, limits on what the agent can change, and a clear path to a person when it is unsure.

We also review conversations after launch, so mistakes turn into fixes rather than surprises.

Access set to match your permissions
Actions limited to what you approve
Easy handover to a person
Conversations reviewed after launch
Talk to our team
Guardrails showing what an AI agent can and cannot do, with handover to a person
Getting started

How We Bring AI Into Your Org

Step 1

Find the Use Case

We look at your teams' repeat work and choose the best first candidate.
Step 2

Prepare Your Data

We check your records and knowledge are clean enough for AI to use.
Step 3

Build and Test

We build the agent in a sandbox and test it against real examples.
Step 4

Pilot and Improve

A small group tries it, and we refine it before a wider rollout.
Is it right for you?

Is Your Team Ready for AI?

You do not need to be an AI expert. You do need Salesforce in regular use and a task worth improving. If any of the points below sound familiar, we can help you work out a sensible first step.

Your team answers the same questions every day
Reps lose time on notes and admin
Requests pile up waiting to be sorted
Leadership is asking what your AI plan is
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Sample results overview showing requests resolved by an AI agent over several weeks
Project options

Start Small, Then Grow

Most clients begin with a short discovery and one pilot agent, then expand once it proves its worth. We agree scope, timeline and cost in writing before work begins.

Fixed scope for the first pilot
A progress update every week
Training for your admins
Optional support after launch
Get started

AI Discovery Sprint

A short engagement to find and plan your best first use cases.

Custom quote
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Workshops with your teams
Review of your data readiness
A ranked list of use cases
A clear plan and estimate
Best for growth

Agent Build and Launch

From design to a live pilot for your first agent.

Custom quote
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Everything in the Discovery Sprint
Agent design, build and testing
Pilot with a small user group
Review and improvement after launch
Questions

Agentforce & AI Automation FAQs

01 What is Agentforce?
Agentforce is Salesforce's platform for building AI agents that work with your CRM data. Agents can answer questions and carry out tasks, within limits you set.
02 What is the difference between Agentforce and AI automation?
Agents hold conversations and take actions on their own within rules. AI automation is broader and includes summaries, routing, predictions and smarter flows that run in the background. Many projects use both.
03 Do we need clean data before using AI?
Good data helps a great deal. AI built on messy records gives messy answers. We review your data first and fix the biggest gaps before building.
04 Is it safe to let AI talk to customers?
It can be, with the right setup. We set clear limits on what the agent can say and do, test it on real examples, and keep an easy handover to your team. We also review its conversations after launch.
05 How long does it take to launch a first agent?
A focused pilot often takes a few weeks once the use case and data are ready. The exact time depends on your org, the number of systems involved and how much testing you need.
06 Will AI replace my team?
Our focus is on removing repetitive work so your people can handle the tasks that need judgement and a personal touch. Agents work best alongside your team, not in place of it.
07 How much does it cost?
Cost depends on the use case, the amount of data and integration work, and the Salesforce licences you hold. We scope each project on its own and send a written quote. Licence prices are set by Salesforce.
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