Hire Your First Digital Worker
Agentforce
Move beyond chatbots. Deploy autonomous agents that plan, reason, and execute tasks across your business.
The Reality of AI
AI hype is everywhere.
But AI without good data fails.
We don't just sell the dream; we build the foundation. We focus on "back-office intelligence" that delivers ROI you can measure.
Agentforce is not a chatbot. It is a team of autonomous agents that can perform work on your behalf.
What is Agentforce
Service Agent
Handles routine customer inquiries 24/7. It doesn't just answer questions; it can process returns or update orders.
Sales Development Agent
Nurtures inbound leads, answers initial questions, and books meetings for your human sales team.
Internal Operations
Automate complex back-office workflows like invoice processing or compliance checks.
The capeMBX Readiness Framework
You cannot layer AI on top of dirty data. Our approach ensures you are ready.
AI Readiness Assessment
We audit your data quality and security. AI requires strict permissions to ensure it doesn't share the wrong data.
Data Strategy Review
We review your data streams, and create a comprehensive data strategy review that identifies gaps and opportunities. Agentforce needs a complete view of your business to make accurate decisions.
Proof of Concept, Testing & Guardrails
We build a working Proof of Concept showing AI in action in YOUR business. We deploy agents with strict instructions on what they can and cannot do. We test extensively before they face internal employees and/or your customers.
Common Questions
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This can depend on the size of your business and the complexity of your platform. We have 3 packages available:
Foundation Package: This package is ideal for ambitious eSMBs looking to kickstart their AI, Data and Agentforce strategy.
Accelerator Package: Perfect for growing mid-market enterprises looking to build AI speed and enhance Agentforce capabilities.
Enterprise Package: Take AI and Agentforce to the next level with custom-scoped strategies and requirements for large, complex organisations.
In general, the assessment takes three weeks from start to finish. This gives us enough time to deliver a thorough review, a live Agentforce proof of concept, and an actionable roadmap.
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We’ll need your main Salesforce/CRM owner and relevant business operations experts. Ideally, you nominate one key contact who can bring in the right stakeholders for each session.
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You’ll get a comprehensive AI Readiness Report, a working Agentforce proof of concept, and a clear roadmap of future Agentforce use cases, including any blockers to address.
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Your data is protected by Salesforce’s Einstein Trust Layer and standard security protocols. We follow Salesforce’s best practices to ensure your information stays safe and compliant.
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We present our findings, walk you through the proof of concept, and discuss next steps. You decide if you want to launch the POC live or explore further Agentforce use cases.
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We don’t just give you advice – we build a working Agentforce solution tailored to your business. You get a practical readiness report, a prioritised roadmap, and a live proof of concept, not just theory or generic recommendations.
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That’s okay. You’ll get a clear roadmap showing how to close any gaps. We’ll highlight blockers and risks, so you can plan for AI success at your own pace. As Salesforce experts, we can support you in getting ready when the time is right.
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ChatGPT generates text and images. Agentforce can reason and take action. It is grounded in your business data, not just the public internet.
Ready to Deploy Your First Digital Worker?
Let us assess your AI readiness and build the foundation for autonomous agents.