KLIENT FEATURE SPOTLIGHT

Project Agent: Ask Questions, Get Answers, Take Action.

Your AI-powered assistant for project management in Salesforce.

Published on January 19, 2026.

Project managers spend hours navigating through screens, running reports, and updating records. Finding the answer to a simple question like “Which projects are overdue?” requires clicking through lists, applying filters, and interpreting results manually.

Project Agent eliminates this friction by bringing conversational AI directly into Klient PSA. Ask questions in plain English, get instant answers, and take action without leaving the conversation. Built on Salesforce Agentforce, Project Agent understands your intent and works with live Salesforce data.

Whether you need to check project status, create a task, or understand your team’s workload, Project Agent handles it through natural conversation.

How It Works: Conversational Project Management

Project Agent integrates into your existing Klient PSA workflow as a chat interface. You can access it from a dedicated tab in Salesforce, embed it on record pages, use it in Salesforce Communities, or interact with it directly through Slack. This means your team can query project data and take actions without leaving their preferred workspace.

Ask Questions in Plain English

Type questions the way you would ask a colleague. Project Agent understands context and translates your request into the right query.

Examples:
– “What projects am I assigned to?”
– “Show me overdue tasks for the Website Redesign project”
– “How many hours did I log last week?”
– “Which projects are over budget?”

The AI interprets your question, identifies the right filters and parameters, and returns formatted results with clickable links to records.

Get Calculated Insights Automatically

Project Agent does not just retrieve data. It calculates metrics you care about:

1. Hours Remaining — Estimated hours minus hours logged, shown per project or task
2. Budget Variance — Budget minus actual cost, highlighting over-budget projects
3. Utilization Rate — Billable hours as a percentage of total hours logged
4. Completion Status — Tasks and projects with progress indicators
5. Workload Analysis — Hours scheduled across your assigned projects and tasks

These calculations happen automatically when you ask questions like “How much budget is left on Project Phoenix?” or “Which tasks are over their estimated hours?”

Take Action Through Conversation

Project Agent is not read-only. Create new records directly from the chat:

1. State your intent — “Create a project for Q1 Marketing Campaign”
2. Provide details — Project Agent prompts for any required information
3. Confirm creation — Review the details before Project Agent creates the record
4. Get confirmation — Receive the new record ID with a link to view it
5. Continue working — Add tasks, update fields, or ask follow-up questions

Key Benefits for Project Teams

✅ Faster Access to Information

Stop clicking through menus and filters. Ask “What’s due this week?” and see results instantly. Project Agent handles complex queries that would require multiple report configurations, delivering answers in seconds.

✅ Reduced Context Switching

Stay focused on your work instead of navigating between apps and screens. Project Agent brings project data to wherever you are working, whether that is a record page, a dedicated workspace, a Community portal, or Slack. Teams that live in Slack can access the same project intelligence without opening Salesforce.

✅ Natural Language Flexibility

You do not need to memorize filter names or field labels. Ask “projects I own that are at risk” or “John’s overdue tasks” and Project Agent figures out the right parameters. It handles variations in phrasing and learns from context.

Screenshots

Autonomous Project Creation with Project Agent

Project Agent Requests

How Project Managers Use Project Agent

Consider a project manager reviewing their portfolio on Monday morning. They need to identify at-risk projects, check team utilization, and plan the week ahead.

The Traditional Workflow

Without Project Agent, here is what that looks like:

Open the Projects list view and apply multiple filters
Export to spreadsheet to calculate hours remaining
Navigate to each project to check resource allocation
Run a separate timesheet report for utilization
Create a task list manually from the findings

This process takes 30-45 minutes and requires switching between multiple screens and tools.

With Project Agent

The same review happens through conversation:

“Show my projects where status is At Risk” — Instant list with details
“Which projects have less than 10 hours remaining?” — Calculated results
“What’s Sarah’s utilization this month?” — Percentage with breakdown

The entire review completes in under 10 minutes, with results you can act on immediately.

What Changes

Project Agent transforms how you interact with project data. Instead of navigating to data, data comes to you through conversation. The AI handles the translation between your questions and Salesforce queries, returning formatted results you can understand at a glance.

This does not replace the detailed project views and reports in Klient PSA. It complements them by providing a fast path to common questions and actions. Use Project Agent for quick lookups and routine operations, then dive into full project views when you need detailed analysis.

The conversational interface reduces training requirements for new team members. They can ask questions naturally without learning navigation paths or filter configurations.

Ready to bring conversational AI to your project management? Contact your Salesforce Administrator to enable Project Agent or request a personalized demo.

Project Agent FAQ

How is Project Agent different from dashboards and reports in Klient PSA?

Dashboards show static visualizations that require configuration, while Project Agent gives dynamic, conversational access to live data. For example, you can ask “Which projects are 80% complete but over budget?” and get instant results without creating a custom report. Project Agent also calculates derived metrics like hours remaining on the fly.

Does Project Agent work with custom fields we have added to projects and tasks?

Yes, Project Agent supports filtering by custom fields using field labels. Ask “Show projects where Region is West” or “Tasks where Billable is false” and the AI translates field labels to API names automatically. If a field label is not found, Project Agent suggests similar field names.

Can Project Agent create records or only search for existing data?

Project Agent supports both querying and creating records. You can create new projects with descriptions and problem statements, create tasks with estimates and due dates, and link projects to accounts. Created records follow your org’s validation rules and default values.

What permissions do users need to use Project Agent?

Users need the “Klient Agent Permission Set” which grants access to the Agent Workspace tab and the Apex classes that power Project Agent. Additionally, Agentforce must be enabled in your org. Project Agent respects standard Salesforce sharing rules and field-level security.

Can I use Project Agent from Slack?

Yes, Project Agent is available directly in Slack. Your team can query projects, search tasks, check timesheet data, and create records without leaving Slack. This is ideal for teams that use Slack as their primary communication tool and want to reduce context switching between applications. The same natural language queries work in both Salesforce and Slack.

Does Project Agent remember context from earlier in the conversation?

Yes, Project Agent maintains session continuity for multi-turn conversations. You can ask “Show my active projects” and then follow up with “Show more” or “Which of those are over budget?” without repeating context. The session ID persists until you clear the chat history.