· Agent Catalog
Salesforce AI Agents for Professional Services
8 agents. 1 MCP server. Each does one job.
Each costs $1,000 — once.
PS firms don't have an AI problem — they have a coordination problem. These agents eliminate the overhead between a human decision and a project outcome.
PSA Squad
The delivery core. SCOPEY scopes the work before a single hour is logged. PLANNY tracks the plan and surfaces risk every morning and night. TIMEY captures every billable hour automatically.
PSA Squad
Customer Success Squad
The client-facing layer. GUIDY keeps onboarding on track without manual follow-up. TOUCHY handles meeting follow-ups and client touchpoints. CASEY manages case resolution so nothing falls through between calls.
Knowledge & Dev Squad
The build and knowledge layer. DEVY picks up approved scoped tasks and writes the code. KNOWWY keeps the knowledge base accurate and current. MCP1 opens the data layer — connecting any AI tool your team uses to live Klient PSA data.
How Do the Agents Work Together?
SCOPEY receives the work and scopes it before a single hour is logged — one clarifying question, one structured requirement, one approved task. PLANNY keeps every project honest throughout delivery — surfacing risk before it becomes a missed deadline. TIMEY starts from your planned schedule and layers in what actually happened, so budget health reflects reality. Together, that is the future of Project Delivery.
Learn how Hyrbid Project Delivery works →
Humans lead. Agents deliver the scope, the brief, and the hours.
SCOPEY 1, PLANNY 1, and TIMEY 1 are Salesforce Agentforce agents that run inside Klient PSA. Each costs $1,000 one-time. Each has a mandatory human approval gate built in.
In the demo, you'll see a request scoped by SCOPEY into a Klient PSA task, PLANNY's morning brief, and a TIMEY draft timesheet — live in a real org.