Agentic AI Services
Agentic AI represents the next evolution in artificial intelligence, where autonomous agents perform tasks proactively, adapt to dynamic environments, and make decisions with minimal human intervention. Our services harness the power of Salesforce’s Agentforce platform to deliver intelligent, scalable, and secure AI solutions tailored to your business needs.
Value Propositions
Streamlined Agent Onboarding & Productivity
Rapid onboarding with guided workflows and task automation. Unified platform reduces time spent on administrative tasks. Accelerates agent ramp-up and improves early-stage productivity.
Integrated Sales & Marketing Automation
Automates lead distribution and follow-ups. Tailors marketing journeys using Salesforce Marketing Cloud or Pardot. Improves lead conversion rates through timely, relevant outreach.
Omni-Channel Client Support
Combines phone, email, SMS, live chat, and self-service portals. Ensures consistent, high-quality service across all channels. Boosts customer satisfaction and retention.
360° Customer View & Relationship Management
Complete view of policyholders across life, annuity, and investment products. Integration with policy admin systems for real-time client insights. Enables more personalized advice and upsell/cross-sell opportunities.
Our Agentic AI Approach
Evaluate your current processes and identify areas where AI agents can add value. Develop a strategic roadmap aligning AI capabilities with business objectives.
Utilize Salesforce's Agent Builder to design agents tailored to specific tasks. Define topics, actions, and prompts that guide agent behavior.
Integrate agents with existing Salesforce applications and data sources.
Conduct thorough testing to ensure agents perform as intended. Optimize agent performance based on feedback and analytics.
Monitor agent interactions and outcomes to ensure ongoing effectiveness. Continuously refine agents to adapt to changing business needs.
What We Offer
Customer Service
Automate responses to common inquiries, reducing response times and freeing up human agents for complex issues.
Sales Support
Assist sales teams by providing real-time information, scheduling meetings, and managing follow-ups.
Marketing Automation
Personalize customer interactions and automate campaign management for improved engagement.
Sales Coach (Agentic Coaching)
Empower sales reps with real-time, contextual coaching powered by AI agents. Agents monitor interactions, suggest next-best actions, provide personalized tips, and reinforce training content—directly within the Salesforce workspace.
Appendix
Key Features of Our Agentic AI Solutions
Autonomous Reasoning
Leverage the Atlas Reasoning Engine for advanced decision-making capabilities.
Secure & Compliant
Ensure data protection with Salesforce's Einstein Trust Layer, maintaining compliance with industry standards.
Seamless Integration
Integrate with Salesforce's Customer 360, MuleSoft, and other enterprise systems for a unified experience.
Multi-Channel Deployment
Deploy agents across various platforms, including Slack, email, and customer portals, to meet users where they are.
Customizable Workflows
Tailor agent workflows using Salesforce Flows, Apex, and Prompt Templates to meet specific business requirements.
Powering intelligent autonomy with AI agents.
Salesforce CRM Analytics Consulting Services
Unlock the full potential of your Salesforce data with our expert analytics consulting.
Salesforce Einstein Discovery / Predictions
Leverage AI to predict outcomes and drive smarter business decisions with Einstein Discovery.
Data Analytics Services
Transform your raw data into actionable insights that power growth and innovation.
Data Visualization Services
Turn complex data into clear, compelling visuals that drive informed decisions.
Tableau
Elevate your data storytelling with interactive, dynamic dashboards tailored to your needs.
AI and Machine Learning
Implement advanced AI and machine learning solutions to automate and optimize your business processes.
Trusted By
Tech Stack & Tools Used
Industry Specific Solutions
Certified Salesforce Analytics Experts
Proven success across Einstein Discovery, CRM Analytics, and data-driven decision-making on the Salesforce platform.
24/7 Global Support & Strategic Guidance
Access real-time support and expert consulting whenever you need it, across time zones, projects, and use cases.
Industry-Specific Experience
Deep experience in healthcare, retail, financial services, technology, manufacturing, and public sector. Ensuring relevant, high-impact analytics deployments.
Agent-led AI-driven solutions
Agent led AI that acts, assists and engages instantly. Empowering users and delighting customers through intelligent automation.
Xcelarator Playbook for Leaders
Working with an experienced Salesforce-focused consultancy like OzaIntel can streamline implementation timelines and ensure your analytics solution aligns with business objectives, governance standards, and user adoption strategies.
Let’s Talk
Feel free to give us a call or drop a message anytime. We aim to respond to all inquiries within 24 hours on business days and are eager to assist with any questions you may have.
FAQs on Agentic AI
Salesforce Agentforce is a customized CRM platform built on Salesforce, tailored for insurance carriers and their independent agents. It centralizes agent onboarding, policy management, customer service, sales tracking, and compliance in a single cloud-based system.
Agentforce streamlines agent onboarding by automating workflows like licensing verification, background checks, and training module assignments. It ensures faster time-to-productivity by tracking milestones and progress in one unified dashboard.
Yes. Agentforce supports integrations via APIs and middleware with policy administration systems, claims systems, marketing automation tools, and data warehouses. This enables real-time data sync and a unified view of agent performance and customer interactions.
Agentforce provides dashboards and reports to monitor KPIs like new business volume, retention rates, training completion, and compliance status. It also sends alerts for license expirations, missing certifications, or policy violations, ensuring regulatory adherence.
By providing a 360° customer view—including policy details, past interactions, and preferences—Agentforce equips agents to offer personalized service, proactive follow-ups, and timely renewals, enhancing customer satisfaction and retention.
Yes. Agentforce supports advanced territory management, enabling segmentation based on geography, performance, product specialization, and licensing. This helps carriers allocate resources strategically and optimize coverage.
Agentforce leverages Salesforce’s robust security model, including role-based access controls, field-level encryption, audit trails, and compliance with industry standards like HIPAA, SOC 2, and FINRA where applicable.
