Salesforce AI Agents for Professional Services

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. STAFFY puts the right person on every task before deadlines slip. Together they eliminate the coordination overhead between a human decision and a project outcome.

Requirements

SCOPEY 1

Business Analysis Agent · V1

37% scope creep rate. Projects without documented requirements fail at 3× the rate. SCOPEY writes the structured scope — clear requirements, every time, before work starts.

Powered by Agentforce Hover or Click

SCOPEY 1

You describe what you need.I write it properly. You approve it.

📥 Requirement gathering ❓ One clarifying question 📝 Scope writing 🎨 Your requirement style 🎯 Create project and task 👁️ You Review — You Approve

Learn about SCOPEY 1

Status

PLANNY 1

Project Manager Agent · V1

PMs spend 3.7 hours a week rebuilding context they already had — throughout the day. PLANNY delivers the brief every morning, so the rebuilding never starts.

Powered by Agentforce Hover or Click

PLANNY 1

Your PMs spend hours rebuilding context.I deliver it before their day starts.

☀️ Morning brief 🌙 Night recap 💬 On-demand recap 🎯 Priority list 📅 Week ahead 👁️ You Review — You Approve

Learn about PLANNY 1

Timesheet

TIMEY 1

Timesheet Agent · V1

Your billable hours disappear by Friday. TIMEY captures them from your Klient PSA schedule, calendar, email, and Slack — and fills your timesheet before you think about it.

Powered by Agentforce Hover or Click

TIMEY 1

Billable hours disappear by Friday.I capture them. You approve in 5 seconds.

📋 Draft timesheet ☀️ Calendar scan 📧 Email scan 💬 Slack scan 🔔 Submission alert 👁️ You Review — You Approve

Learn about TIMEY 1

Resourcing

STAFFY 1

Resource Management Agent · V1

Star consultants over-allocated, bench capacity invisible, gaps found only when deadlines slip. STAFFY surfaces who has capacity, what needs resourcing, and what's at risk — then proposes the right person for every task.

Powered by Agentforce Hover or Click

STAFFY 1

Capacity is invisible until it's too late.I surface it. You decide who staffs what.

📊 Capacity scan 🔍 Staffing gaps 🎯 Match propose ⚠️ Conflict alert ➕ Action 5 (coming) 👁️ You Review — You Approve

Learn about STAFFY 1

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.

Onboarding

GUIDY 1

Customer Onboarding Agent · V1

Onboarding fails between meetings — when no one is watching the plan. GUIDY monitors every task, nudges stalled owners, and escalates before your go-live date slips.

Powered by Agentforce Hover or Click

GUIDY 1

Onboarding slips between meetings.I watch the plan. You protect go-live.

🗺️ Track project template 📣 Owner nudge 🌟 Positive reinforcement ✅ Change task statuses 💬 On-demand status 👁️ You Review — You Approve

Learn about GUIDY 1

Meeting

TOUCHY 1

Touchpoint Agent · V1

44% of meeting action items are never completed. TOUCHY preps every meeting, reads the transcript, updates the project, and sends the recap — without anyone typing a word.

Powered by Agentforce Hover or Click

TOUCHY 1

Most follow-ups never happen.I prep, recap, and update. You show up.

📊 Pre-meeting brief 📣 Attendee reminder 🎙️ Transcript read 🔄 Project updated 📩 Recap email 👁️ You Review — You Approve

Learn about TOUCHY 1

Case

CASEY 1

Customer Support Agent · V1

Every customer has a support project. When a case needs work, CASEY creates the task, assigns it, and escalates priority — via Chatter, Email, and Slack — until the SLA is met.

Powered by Agentforce Hover or Click

CASEY 1

Go take your coffee.I'll close a few cases for you!

🏗️ Support project created 📋 Routing rules read ✅ Task created & assigned 🔍 Case helper 📊 Confidence level 👁️ You Review — You Approve

Learn about CASEY 1

The build and knowledge layer. DEVY picks up approved scoped tasks and writes the code. KNOWWY keeps the knowledge base accurate and current. The MCP Servers open the data layer — connecting any AI tool your team uses to live Klient PSA data.

Development

DEVY 1

Software Development Agent · V1

Developers spend only 16% of their day writing new code. DEVY reads the requirement, writes the implementation, runs it against acceptance criteria, and hands it to a human for review.

Powered by Agentforce Hover or Click

DEVY 1

Developers should build, not do admin.I write the code. You review and ship.

📥 Implementation plan read 🔌 Claude Code connected ⚙️ Development dispatched 💬 Headless AI discussion 📤 Results retrieved 👁️ Outcome Review — You Approve

Learn about DEVY 1

Knowledge

KNOWWY 1

Knowledge Agent · V1

Only 14% of support issues get resolved in self-service — because the articles don't exist. KNOWWY finds the gap, pulls case history, and drafts the article. Nothing publishes without approval.

Powered by Agentforce Hover or Click

KNOWWY 1

Missing articles cost you cases.I find the gap and write the fix.

🔍 Search Knowledge Base 💡 New vs existing 📝 Create & adjust 📥 Initial import 🎨 Document style 👁️ You Review — You Approve

Learn about KNOWWY 1

MCP Servers

MCP

Klient PSA MCP Servers

The attended copilot layer. Connect Claude, Cursor, or Copilot to your live Klient PSA data — under your own login. Three servers: Data, Admin, and Knowledge.

Model Context Protocol Hover or Click

MCP

Any AI. Live Klient PSA data.Attended copilots for your power users — everything lands in Salesforce.

⚡ MCP1 Data — run projects 🛡️ MCP1 Admin — onboard & diagnose 📚 MCP1 Knowledge — article lifecycle 🔐 Your Salesforce login 💲 $1,000 one-time · per company 🔒 Runs locally, in your org

Explore MCP Servers