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SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

60%
of cases auto-resolved.

We build and deploy AI agents on Salesforce Agentforce and Certinia that transform how service enterprises operate - from energy grids and field service to professional services firms across North America.

Take the AI Readiness Assessment Book a strategy call

SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

40%
Faster First-Time Fix Rates.

Take the AI Readiness Assessment Book a strategy call

SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

95%
Reduction in search time

Take the AI Readiness Assessment Book a Discovery call

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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.

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

Our Methodology

The C.O.R.E. Framework

A proven methodology for building AI agents that work in production – not just in demos. Every agent ships with guardrails, governance, and continuous optimization.

Context

Map your data landscape, business processes, integration points, and AI readiness. Produces a scored readiness report with prioritized quick wins.

Orchestration

Design agent workflows, data access patterns, action boundaries, and human handoff logic. Every agent gets a decision tree before configuration begins.

Rules

Set escalation logic, compliance guardrails, confidence thresholds, and industry-specific constraints. Agents know when to stop and when to hand off.

Execution

Deploy, monitor, and optimize continuously. Performance dashboards track resolution rates, escalation frequency, confidence scores, and user satisfaction.

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.

+40%

First-time fix rate improvement across field service and utility operations

Read the case study

60%

Support cases auto-resolved without human intervention

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+3.2%

Margin improvement on Certinia PSA-managed service projects

Read the case study

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.

60% of cases auto resolved

SALESFORCE + CERTINIA PARTNER NORTH AMERICA

60%of cases auto-resolved.

SALESFORCE + CERTINIA PARTNER NORTH AMERICA

40%Faster First-Time Fix Rates.

SALESFORCE + CERTINIA PARTNER NORTH AMERICA

95%Reduction in search time

Trusted by

SOLUTIONS

AI agents built for your industry

Energy & Utilities

Industrial Equipment & Field Service

Professional Services

Our AI agents

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

Customer History Agent

Routing & Triage Agent

Knowledge Base Agent

Compliance & Guardrail Agent

Part Recommendation Agent

Scheduling Agent

Resolution & Drafting Agent

Insight & Logging Agent

Certinia Partnership

The only partner combining Agentforce AI depth with Certinia expertise

Certinia PSA

Certinia FM Cloud

Certinia CS Cloud

AI Margin Optimizer

Our Methodology

The C.O.R.E. Framework

Context

Orchestration

Rules

Execution

How We Work

Start small. Scale fast. Stay intelligent.

AI Readiness Assessment

2–3 weeks

Agent Deployment

8–16 weeks

Full Transformation

16–24 weeks

Managed AI Intelligence

Ongoing monthly

Results

Outcomes our clients measure

+40%

60%

+3.2%

Ready to make your Salesforce intellegent?

SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

60%
of cases auto-resolved.

SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

40%
Faster First-Time Fix Rates.

SALESFORCE + CERTINIA PARTNER
NORTH AMERICA

95%
Reduction in search time

Scheduling
Agent

Ready to make your
Salesforce intellegent?