Salesforce Agentforce & HubSpot Breeze AI Setup
Designing, configuring, and deploying autonomous agents for front-office customer service, sales outreach, and internal ops.
AI INTEGRATION
Core Capabilities
What We Do
Our AI and CRM automation solutions combine powerful platforms, clean data and intelligent workflows to deliver real business outcomes.
Data Cloud & Data Grounding
Cleaning metadata, building vector database schemas, and unifying historical data so AI models draw accurate context.
Multi-Step Action Workflows
Connecting AI prompts directly to internal system actions, including triggering invoices, updating lifecycle stages, and issuing refunds.
Governance & Escalation Triggers
Establishing strict Human-in-the-Loop (HITL) checkpoints and security boundaries for AI actions.
How It Works
AI Agent in Action
From clean data to completed tasks — our AI agents work across your CRM and enterprise systems to get things done.
Customer Request
"Follow up with the customer, update their stage, and issue a refund if needed."
AI Agent
Understands, plans and executes multi-step actions using your data.
1
Find Customer Data
Fetches relevant information from Data Cloud.
2
Update CRM Record
Changes lifecycle stage in your CRM.
3
Trigger External Action
Issues a refund, creates an invoice, or performs another system action.
4
Human Review (HITL)
Sensitive actions are routed to human approval when needed.
Task Completed
Accurate, secure and fully logged.
Book an AI Data Readiness Assessment
Let's evaluate your data, identify opportunities and create a roadmap for AI-powered growth.