Salesforce + Certinia Partner • North America

Automate Inquiries & Scale Support Frameworks

We build and deploy intelligent AI agents on Salesforce Agentforce and Certinia to automate routine workflows and instantly handle inquiries. By resolving the majority of inbound cases autonomously, we empower service enterprises, from energy grids to professional services to scale support without increasing headcount.

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60%
Of Cases Auto-Resolved
Salesforce + Certinia Partner • North America

Accelerate Field Service First-Time Fix Rates

Equip your field service technicians and service teams with real-time insights. We deploy AI agents on Salesforce Agentforce and Certinia that provide immediate diagnosis and parts data, drastically increasing first-time fix accuracy and reducing repeat site visits.

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40%
Faster First-Time Fix Rates
Salesforce + Certinia Partner • North America

Eliminate Time Spent Digging Through Databases

Stop wasting hours looking for institutional knowledge. Our tailored AI agents on Agentforce and Certinia instantly retrieve exactly what your teams need, shifting energy away from digging through databases and putting it back into serving your clients.

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95%
Reduction In Search Time
33-150x150

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Solutions

AI agents built for your industry

We serve three verticals across North America where AI agents deliver the highest ROI. Each solution is backed by pre-built agents, proven outcomes, and deep domain expertise.

Energy & Utilities

Optimize field crew dispatch for grid maintenance, automate outage response communications, surface equipment manuals instantly for technicians, and predict asset failures before they cause downtime.

Industrial Equipment & Field Service

Predictive scheduling, dispatch optimization, and AI-powered knowledge retrieval that drives first-time fix rates up 40%. Every failed truck roll costs $200–$500 in rework.

Professional Services

Project margin monitoring, churn prediction, and staffing recommendations powered by Certinia PSA data. See every project, every margin, and every resource in real time.

Our AI agents

Pre-built. Production-tested. Deployable in weeks.

Each agent is built on Salesforce Agentforce using our C.O.R.E. framework. These are not prototypes they are working agents delivering measurable outcomes today.

Customer History Agent

Unify your CRM records instantly. The AI Customer History Agent surfaces complete account history, warranty status, and asset data in under three seconds.

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Routing & Triage Agent

Eliminate manual triage and misrouted tickets. The AI Routing & Triage Agent instantly classifies cases, detects sentiment, and assigns them to the perfect resolver.

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Knowledge Base Agent

Empower your agents with instant answers. The Knowledge Base AI Agent reads case intent to deliver exact troubleshooting steps in seconds.

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Compliance & Guardrail Agent

Enforce strict governance and stop AI risk. The AI Compliance & Guardrail Agent automates policy checks and blocks unauthorized actions in real time.

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Part Recommendation Agent

Stop wasting money on second truck rolls. The AI Parts Recommendation Agent instantly verifies parts availability, checks compatibility, and reserves inventory before dispatch.

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Scheduling
Agent

Optimize your dispatch routing instantly. The AI Scheduling Agent automates technician matching based on skill, location, and real-time availability to eliminate SLA risk.

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Resolution & Drafting Agent

Accelerate customer replies and clear documentation. The AI Resolution & Drafting Agent instantly automates responses, troubleshooting guides, and CRM-ready case closure notes.

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Insight & Logging Agent

Capture clean data and actionable insights effortlessly. The AI Insight & Logging Agent automatically converts unstructured case notes into structured Salesforce CRM records

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Certinia Partnership

The only partner combining Agentforce AI depth with Certinia expertise

If your professional services firm runs on Certinia PSA or FM Cloud, you need a partner who understands both the Salesforce AI layer and Certinia’s data model. We are that partner. Our AI Services Org Intelligence agent is built natively on Certinia — not bolted on.
Explore Certinia Solutions >

Certinia PSA

Project management, resource planning, and delivery tracking with AI margin monitoring layered on top

Certinia FM Cloud

Financial management with AI-powered forecasting, revenue recognition, and billing optimization

Certinia CS Cloud

Customer success management with predictive health scoring and churn prevention agents

AI Margin Optimizer

Our proprietary agent that monitors project margins in real time and recommends staffing adjustments before overruns

How We Work

Start small. Scale fast. Stay intelligent.

A phased engagement model designed to deliver value at every step with no lock-in and clear outcomes at each stage.

AI Readiness Assessment

2–3 weeks

Scored assessment of your Salesforce and Certinia environment, data maturity, and AI opportunity map. Walk away with a prioritized action plan.

Agent Deployment

8–16 weeks

Deploy 1–3 pre-built agents with fixed scope, fixed price, and measurable outcomes from week one of go-live.

Full Transformation

16–24 weeks

Multi-agent deployment, Certinia integration, data foundation build, and enterprise-wide AI governance framework.

Managed AI Intelligence

Ongoing monthly

Continuous monitoring, tuning, and optimization of all deployed agents. Performance dashboards and quarterly business reviews.

Results

Outcomes our clients measure

Not aspirations. Not projections. These are measurable outcomes from production AI agent deployments across North America.
Cool Number
+ 0 %
First-time fix rate improvement across field service and utility operations

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Cool Number
0 %
Support cases auto-resolved without human intervention

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Cool Number
+ 0 %
Margin improvement on Certinia PSA-managed service projects

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Ready to make your
Salesforce intellegent?

Start with a 2–3 week AI Readiness Assessment.
No commitment. No pitch deck.
Just data-driven answers about what AI agents can do for your operation.

Start Your Assessment
Talk to our Team
Quick Links
Resources
Contact Us

12410 Milestone Center Dr. Suite 600 Germantown, MD
20876

(+1) 240-259-3076

wecare@ablypro.com

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