Velocity Platform
The Problem
The Salesforce Scale Paradox
Executive Reality
Linear Headcount
Service and revenue orgs grow with headcount
Insight Gap
Leaders lack real-time pipeline quality visibility
Service Overload
Heads fight rising L0/L1 volumes
Developer Toil
Developers stuck in repetitive tasks
Quoting Collapse
Engines fail under SKU complexity
Why This Happens
Workflows are digitized but
coordination is manual
Analysis remains manual
Optimization remains manual
Point solutions stitched together manually
Integration complexity collapses quoting engines
The limiting factor is no longer “can we add AI?” but “can we orchestrate a network of agents around our Salesforce core?”
Agivant’s Impact
The shift from static cost centers to self-evolving assets.
Conversion Uplift
Double-digit improvement in conversion and close rates
Agentic orchestration drives prioritization and insight-driven outreach, resulting in a double-digit improvement in sales conversion and close rates.
Effort Reduction
Step-function reduction in manual effort across teams
By layering agents over core workflows, manual coordination, analysis, and optimization tasks are drastically reduced.
CSAT Uplift
40%+ uplift in customer satisfaction for digital channels
Next-Gen GenAI Bots and autonomous service intelligence drive material improvements in bot deflection and customer satisfaction.
Quote Speed
Quote configuration time reduced from days to hours
Modernized quoting with Revenue Cloud and Intelligence Agents compresses complex deal configuration time significantly.
Dev Productivity
30–40% effective productivity gain for developers
GenAI-driven agents handle repetitive coding and testing, shifting engineer focus to higher-order design and integration.
Automation Rate
90% automation of the bot-retraining pipeline
Bot Evolution Agents continuously cluster missed utterances and auto-generate training data, freeing conversational AI teams.
The Promise
Operationalizing the Agency of Agents for Salesforce.
Autonomous Execution
Agents translate intent into actions across Sales, Service, and Revenue Clouds. Execution becomes autonomous by default.
Always Sensing
Agents continuously monitor real-time signals-pipeline, interactions, code changes, ESG-replacing static analysis.
Infinite Scale
Spot anomalies early and trigger self-healing actions-retraining bots, adjusting routing, or restructuring bundles.
Paradigm Shift
From isolated AI features to an agency of agents.
Why Traditional Approaches Fail
Isolated AI Features
A sales email generator here, a chatbot there.
Static Playbooks
Process diagrams drift out of sync.
Reactive Detection
Issues detected only after metrics break.
THE REAL CONSTRAINT
At Scale
Constraints
The Structural Answer
The New World: Agency of Agents
Coordinated Mesh of Agents
Shared Memory & Context
Autonomous Execution
Always Sensing
The Old World: Isolated Features
Fragmented Value
Isolated AI
• Email generator here
• Chatbot there
• Code assistant in a corner
Static Playbooks
• Encoded in diagrams
• Reviewed annually
• Drift out of sync
Reactive Detection
• Issues detected late
• Metrics break first
• Constant catch-up
Manual Stitching
• Humans coordinate work
• Hunt for insights
• Stitch point solutions
TO
Intelligent Agents Coordinating Outcomes
Coordinated Mesh
Clear responsibility & shared memory
Always Sensing
Real-time signals & anomaly detection
Autonomous Execution
Agents translate intent into action
Self-Healing
Trigger actions before metrics break
Three Layers of Capability + Governance
Sense & Understand
• Ingest sales activity, transcripts, tickets
• Use LLMs to understand customer intent
• Monitor developer workloads & quoting patterns
Decide & Orchestrate
• Agentic controllers coordinate domain agents
• Decisions are policy-aware and explainable
• Prioritize actions based on strategic intent
Act & Learn
• Agents act through Salesforce APIs & Slack
• Feedback loops continuously retrain models
• Refine policies based on outcome deltas
Human-in-the-Loop
• Leaders set targets and validate plays
• Developers review AI-generated code
• Humans govern ‘what good looks like’
Self-Healing Ops
• Issues detected before metrics break
• Trigger re-training or routing adjustments
• System adapts to market changes
Coordinated Mesh
• Network of agents with shared memory
• Seamless handoffs between clouds
• Unified view of the customer
The Three Layer Framework
Layered Intelligence on Salesforce.
Key Capabilities of the Agentic Salesforce Velocity Platform
Core platform capabilities powering Agentic Salesforce transformation.
How These Capabilities Work Together
Revenue agents accelerate deals
CPQ agents streamline quoting
Support agents automate service
Developer agents accelerate innovation
Sustainability agents drive differentiated selling
This creates a digital workforce embedded across Sales, Service, and Revenue operations.
Capability Portfolio
Agentic use cases in action.
AI-Powered Sales Conversion
SALES CLOUD + EINSTEIN
Sales Conversion Agent analyzes customer history, engagement signals, and pain points to score opportunities and suggest next-best actions.
Sales Conversion Agent scores ops
Einstein Copilot surfaces
knowledge
GenAI-Driven Dev Productivity
APEX & LWC GENERATION
Dev Productivity Agent generates Apex/LWC code and test classes, while Quality Agents check against governor limits and security patterns.
Generates Apex/LWC code
Checks governor limits
& security
AI-Powered Sustainability Insights
ESG & DIFFERENTIATED SELLING
Sustainability Insights Agent aggregates ESG data to generate account-specific reports and upsell narratives directly in Sales Cloud.
Aggregates ESG data sources
Generates upsell narratives
Next-Gen GenAI Bots
SALESFORCE & SLACK
Bot Evolution Agent clusters missed utterances and auto-generates training data, while RAG agents ensure answers
Auto-generates training data
RAG connects to knowledge
Autonomous Service Intelligence
SERVICE CLOUD + COPILOT
Service Autonomy Agent triages and resolves common issues via Copilot, creating a “digital workforce” that absorbs routine contacts
Triages routine issues
Personalizes recommendations
Autonomous Service Intelligence
REVENUE CLOUD ADVANCE
Quoting Intelligence Agent helps design pricing rules and products via no-code UI, reducing configuration time for complex deals.
Declarative rules engine
Validates partner uploads