STAFFY1AI Resource Management Agent for Salesforce

Before STAFFY proposes a single assignment, it needs to know the landscape. Capacity Scan reads all active Klient PSA resources and their current task assignments to build a real-time picture: who is available, who is at capacity, and who is already over-allocated. This is the foundation every staffing decision is built on — and it is always live data, never a stale export.

STAFFY focuses on In Progress projects only. Resources assigned exclusively to completed, cancelled, or on-hold projects are surfaced as available bench capacity — ready to be matched to open work.

Staffing Gaps is STAFFY's demand-side picture. It scans all tasks across In Progress projects and surfaces the ones that need attention: tasks with no assignee, tasks with insufficient hours relative to their deadline, and tasks where the current assignee is over-allocated and delivery is at risk. This is sourced entirely from Klient PSA — no spreadsheets, no manual triage.

STAFFY prioritizes by deadline proximity and project criticality. The resource manager sees the most urgent gaps first — not an undifferentiated list of every open task in the org.

With capacity and demand both visible, STAFFY proposes the best-fit resource for each open task. The match is based on available hours, utilization against target, role alignment, and — where defined in Klient PSA — skill and project history. STAFFY shows the reasoning, not just the name. The resource manager can see exactly why each proposal was made before deciding to accept, swap, or reject it.

STAFFY never considers resources who are already over-allocated. If no suitable match exists in the current resource pool, it flags the gap rather than proposing a poor fit.

Conflict Alert is STAFFY's proactive surfacing engine. Before any proposal is finalized, and independently as a standing check, STAFFY identifies three categories of risk across all In Progress projects: over-allocations that already exist and need resolution, deadline risks where tasks have no assignee or insufficient coverage with a deadline approaching, and cascading gaps where assigning a resource to one task would create a coverage problem on another active project.

These are surfaced to the resource manager as alerts — not buried in a report. The intent is to get ahead of project failures, not document them after the fact.

This fifth STAFFY action is being finalized. It will slot in here, ahead of the You Decide · You Assign approval gate — keeping STAFFY consistent with the rest of the PSA Squad's six-step flow.

STAFFY proposes. You decide. Once you have reviewed the capacity picture, the staffing gaps, the match proposals, and the conflict alerts, you reach the review screen. Every proposed assignment is listed with its reasoning. You can accept a proposal, swap the resource, adjust the hours, or reject and leave a task unassigned. When you approve, STAFFY creates the task assignments in Klient PSA as standard records. Nothing is written until you say so.

The assignments STAFFY creates follow your existing Klient PSA workflow — visible in resource reports, reflected in utilization dashboards, and available to TIMEY1 as the schedule foundation for timesheet pre-fill. The two agents are designed to work together.