AI agents that are safe to put in front of customers.
How AI-ready is your business? Tailored report in two minutesMost AI pilots stall on data, not on the model. The records are duplicated, incomplete, or spread across systems that disagree with each other — and an agent grounded in that will answer confidently and wrongly. Ignyto is a Salesforce Summit partner and an Anthropic Claude Registered Partner, so the agent can be built on Agentforce or through Claude AI consulting, whichever suits the job. We build the trusted architecture your data sits in, agree the narrow job the first agent should do, and put the guardrails in before the demo — the sequence regulated industries need in order to approve AI at all. Get it right and your team stops answering the same question forty times a day, your customers get an accurate answer at two in the morning, and the people you employ spend their time on the work that actually needs judgement.
The demo always works. The rollout is where it goes wrong.
An agent grounded in a clean demo environment answers beautifully. Grounded in a real one — duplicate accounts, half-filled fields, knowledge articles nobody has revisited in years — it answers confidently and wrongly, which is worse than not answering at all.
So we do the unglamorous part first: the architecture. What your model supports today, what has to be strengthened before anything is switched on, and what the agent is explicitly never allowed to do. Your data stays yours — we build and govern the structure it lives in. In regulated industries that governance is the project: Agentforce runs inside your own Salesforce, so your sharing model, field-level security and audit trail apply to every answer it gives.
The AI readiness assessment.
Data & grounding
What an agent could truthfully answer from your Salesforce today — object model, knowledge, entitlements, sharing — and where the architecture needs work first.
Use case shortlist
Ranked on volume, risk and how measurable the saving is. We usually recommend starting narrower than clients expect.
Guardrails & governance
Topics, actions and escalation paths. What the agent must hand to a human, and what it may never say or do.
Costed plan
User stories with effort against each, a licence view, and a build sequence you can stop between phases. Yours to keep.
The right tool for each job, Agentforce first.
Agentforce
Service and sales agents inside Salesforce, grounded in your records with your sharing model intact. The right answer when the work lives on the platform.
Claude & frontier models
For reasoning over long documents, drafting and analysis beyond the CRM, complementing Agentforce inside your governance and data handling rules.
Slack agents
Where the team already works. Approvals, lookups and status without anyone opening a tab — and adoption you don't have to campaign for.
Data Cloud foundations
Usually the real first project. One trusted customer record, resolved across systems, before anything is asked to reason over it.
Where each one earns its place.
Ignyto deploys Agentforce as the default for anything touching customer records, because it inherits the security model you already run. The others sit around it, for work that never belonged in the CRM. This is the conversation we have in week one, and it is usually the difference between an AI programme that scales and a pilot that stalls.
Agentforce
The strongest choice wherever the answer lives in Salesforce and the data is sensitive. Agentforce runs inside your own Salesforce, so it inherits your sharing model, field-level security, audit trail and Shield encryption — and the Einstein Trust Layer means your records are not retained by the model provider. For financial services and healthcare, that architecture is the reason it clears an information security review when a general-purpose chatbot does not.
- Financial services: a mortgage or loan applicant asking where their application has reached, answered from the live record with the audit trail intact and nothing exposed beyond that applicant’s own data.
- Healthcare and life sciences: patient or clinic enquiries handled against Health Cloud records, with consent and access rules enforced by the platform rather than by prompt instructions.
- Field service: a customer rescheduling an engineer visit, where the agent reads the real schedule and writes the change back to the work order.
- Manufacturing and distribution: order and delivery status answered from Salesforce with ERP data already integrated behind it.
- Sales: account research, meeting preparation and next-best-action drawn from your own opportunity history.
Slack agents
For the questions your team asks each other all day. Slack agents put Salesforce data and approvals into the channel where the conversation is already happening, so nobody breaks off to open the CRM — which is why adoption tends to look after itself.
- A sales manager asking for this week’s slipped opportunities without opening a report.
- Discount and quote approvals actioned in channel, written back to the opportunity record.
- Account history surfaced in the channel before a client call, including recent cases and SLA performance.
- Onboarding and internal service requests handled through a workflow rather than an email chain.
Claude
Anthropic’s Claude is strongest on long, unstructured material — contracts, tenders, regulatory guidance, technical specifications. Ignyto deploys it inside your governance for work that was never CRM data in the first place, complementing the Agentforce agents that own the customer record.
- Reading a 200-page tender or framework agreement and extracting obligations, deadlines and risks.
- Comparing a supplier contract against your standard terms and listing every deviation.
- Turning regulatory guidance into a checklist your compliance team can actually apply.
- Drafting technical documentation from a solution design, then keeping it current as the design changes.
ChatGPT and general assistants
Useful for individual productivity — first drafts, brainstorming, summarising a meeting, learning a new topic. The governance question matters more here than the capability one, which is why Ignyto helps clients set the boundary before it is set for them by an incident.
- First drafts of internal documents, job specifications and marketing copy.
- Summarising notes and long email threads into actions.
- Explaining an unfamiliar concept or piece of code to someone learning it.
- Exploratory work where nothing confidential is involved.
What clients said afterwards.
“We worked with the Ignyto team to define different processes — from lead assignment to pre-sales tests and commercial approval processes.”
“Ignyto are our trusted advisors and partners when it comes to digitising and automating our business processes. We needed a grown up consultancy to help us build out what we had envisioned.”
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.
Asked before every engagement.
Is Agentforce secure enough for financial services and healthcare?
Yes, and that is the main reason to choose it. Agentforce runs inside your own Salesforce, so it inherits your sharing model, field-level security, audit trail and Salesforce Shield encryption, and the Einstein Trust Layer means prompts and records are not retained by the model provider. Ignyto has delivered Shield and compliance work for regulated lenders and healthcare organisations on the same platform.
What is Agentforce?
Agentforce is Salesforce's platform for autonomous AI agents that act on your CRM data. Ignyto implements Agentforce for service and sales use cases, grounded in your own records rather than a demo dataset.
Are we ready for Agentforce?
Readiness depends on data architecture, not enthusiasm. Ignyto runs an AI readiness assessment covering what your current estate can support, where it needs strengthening, and what the first agent should do.
Does Agentforce need Data Cloud?
Often, yes. Salesforce Data Cloud provides the unified, trusted customer data most agent use cases depend on, which is why it is frequently the real first project.
Find out what your architecture can actually support.
Forty-five minutes with a consultant who has built these. You'll leave knowing whether you're ready, and what the honest first step costs.