AI agents that are safe to put in front of customers.
How ready is your business for AI? Take the free 2-minute checkAI can answer your customers’ questions, take repetitive work off your team and give managers answers in seconds — but only if it can read accurate information. Ignyto is a Salesforce Summit partner and an Anthropic Claude Registered Partner, so we can advise on Agentforce, the newer AI tools Salesforce has bought, or Claude AI consulting, whichever fits your goals, needs, requirements and budget. We help you get your data ready, agree the first task for AI to take on, and agree what it must never do. The result: your team stops answering the same question forty times a day, your customers get an accurate answer at two in the morning, and your people spend their time on the work that needs their judgement.
AI is only as good as the information it answers from.
Whichever AI you use — Agentforce, Claude, Slack AI or one of the newer tools — it answers from your records and documents. If the same customer appears three times with three different addresses, AI can’t tell which one is right. So we help you get your records, systems and access settings in order, and AI can help with that work from the first day.
We also agree with you what the AI must never do, and when it must hand over to a person. Agentforce runs inside your own Salesforce, so your access settings and audit trail apply to every answer it gives — which matters most in regulated industries.
Start with the free AI readiness check.
Answer seven questions about your customer records, your systems, who can see what, and how your team uses AI today. We send you a free report showing where AI can help your business, and the steps to start today, in order.
It works whether or not you use Salesforce, and whatever state your data is in.
Take the free AI readiness checkWe recommend the AI that fits your goals, needs, requirements and budget.
Agentforce
AI agents for sales and service inside Salesforce, answering from your records and following your access settings.
Claude AI
For reading long documents, drafting and analysis outside your CRM, set up on a business account so your data stays protected.
Slack agents
AI inside Slack, where your team already works: approvals, lookups and updates without opening Salesforce.
Data Cloud foundations
One accurate record for each customer, drawn from all your systems, so AI gives the same answer your reports do.
The AI companies Salesforce has bought, and what each one does.
Salesforce has bought several AI companies to add to Agentforce. Here is what each one does in plain English, and how to get ready for it with what Salesforce offers today.
Fin
An AI agent that answers customer questions from start to finish, on chat and email.
Momentum
Records every sales call, writes up the notes and updates Salesforce for your team.
Qualified
An AI agent on your website that talks to visitors and books meetings for your sales team.
Cresta
AI voice agents, and live coaching for your team during customer calls.
Informatica
Cleans, matches and connects your data, so AI works from accurate records.
Braze
Sends the right message to each customer on email, app, text and web, as things happen.
Contentful
Manages your website and app content in one place, personalised for each customer.
Convergence
AI that can use software the way a person does, for tasks with no connection to build.
Which AI tool suits which task.
Agentforce is usually the strongest choice for work that touches your customer records, because it follows the access settings you already have. The other tools suit work outside your CRM. We recommend what fits your goals, needs, requirements and budget.
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, this is why it passes information security reviews that general chatbots fail.
- 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 bring Salesforce data and approvals into the Slack channel where the conversation is already happening, so nobody has to stop and open Salesforce.
- 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 shown in the channel before a client call, including recent cases and response times.
- 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. We set it up securely for work that isn’t held in your CRM, alongside Agentforce for your customer records.
- 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 everyday tasks — first drafts, brainstorming, summarising a meeting, learning a new topic. The main risk is staff putting company data into free or personal accounts, so we help you agree clear rules on what data can go in.
- 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 our clients say about working with us.
“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 free call with an experienced Salesforce consultant.
Tell us what you want Salesforce to do for your business. We will tell you how we can help, explain what we have done for other businesses in your industry to reach their goals and work more efficiently, show you where you can simplify your processes, and give you a detailed requirements document, including timelines and costs.
Common questions about AI for your business.
Which AI tool is right for our business?
It depends on what you want to achieve, what your business needs, your requirements and your budget. Agentforce suits work inside Salesforce, Claude suits documents and work across other systems, Slack AI suits your team’s day-to-day questions, and tools like Microsoft Copilot or ChatGPT suit everyday drafting. We recommend what fits, including when the answer is simple automation rather than AI.
Do we need Salesforce to use AI?
No. Tools like Claude work with whatever systems you run today. If you do use Salesforce, Agentforce and the AI tools Salesforce has bought can work directly on your Salesforce records.
Is our data safe if we use AI?
On the right type of account, yes. Business plans such as Claude Team and Enterprise do not use your data to train AI models. Agentforce runs inside your own Salesforce and follows your access settings, and Slack AI keeps your data inside Slack. Free and personal AI accounts may use what people type to train models, so keep company data out of them.
Is our data ready for AI?
Take our free AI readiness check to find out. Answer seven questions and we send you a report with the steps to start today. You do not need perfect data to begin: AI can help you find duplicates and fill gaps while you start using it.
Can AI help us clean up our data?
Yes. Connected securely, AI can list likely duplicate records, spot missing details and read notes typed in free text, then suggest fixes for a person to approve. It is often the quickest way to get your data ready.
What AI tools has Salesforce bought?
Salesforce has bought Fin, Momentum, Qualified, Cresta, Informatica, Braze, Contentful and Convergence. Each one adds something to Agentforce, from AI agents that answer customers to tools that record sales calls or clean your data. Each has its own page on our site explaining what it does.
What is Agentforce?
Agentforce is Salesforce’s own AI. It answers questions and carries out tasks using the data in your Salesforce, and follows the access settings you already have.
Find out how ready your business is for AI.
Answer seven questions and we’ll send you a free report showing where AI can help, and the steps to start today. Prefer to talk? Book a free 30-minute call.
How can you be sure your Salesforce project will be a success?
See how we run every project: your goals are the North Star that guides every decision, with your sign-off at every stage, weekly progress updates, and a project tool your team can log in to at any time.
How ready is your business for AI?
Answer seven quick questions and we’ll send you a free report showing where AI can save your team time, and the steps to start today — with or without Salesforce.