[ assessment - 5 min ]
Check whether your data, use case, actions, escalation path, and measurement are ready for an agent.
The first agent use case is narrow, frequent, and tied to a measurable service or sales outcome.
Policies, answers, and source content are current enough for an agent to cite confidently.
The agent can retrieve the right account, case, order, entitlement, or product context.
Agent actions are deterministic, scoped, and wrapped in Flow or Apex with clear permissions.
The agent knows when to stop and hands off with context, history, and next-best action.
Deflection, resolution time, escalation quality, and CSAT can be measured from day one.
[ want a second opinion ]
Book a working session and we will turn the score into a concrete Salesforce and Agentforce next step.
30-min working session · delivery team · usually replies within 1 business day