Are your data and your rules ready for AI agents?
Three parts: your data, your use cases and your governance. You get what is ready, what is missing and the use case to start with, before you spend on licences.
What we do
Before your first AI agent goes live, we check whether your data, your use cases and your rules can carry it.
- Data and knowledge Is your CRM data complete and clean, and can an agent trust your articles and documents?
- Use cases We work with your business leaders on where an agent would help, and rank the ideas by return.
- Governance Who can see what today, because an agent inherits it. Which model, which data, processed where, and who signs off.
- A plan for the first agent A ranked shortlist, what each use case needs, and a plan to build the first one.
How the scan runs
A senior consultant leads, our AI agents do the heavy reading.
- Agree the ambitionYour business leaders tell us what they expect from AI agents and which teams come first.
- Scan data and processesOur AI agents read the data model, data quality, automation and knowledge. We check what they find.
- Check governanceAccess, models, where data is processed and who signs off. The EU AI Act where it applies.
- Shortlist and planUse cases ranked, what each one needs, and a plan for the first one, walked through with your team.
Questions we get on calls
How is this different from the AI-assisted Salesforce audit?
The audit is a technical scan of your Salesforce org. The readiness scan looks only at what an AI agent needs: data, use case and governance. You can do both.
Is this only for Agentforce?
No. What we check matters for any AI agent that works on your CRM data, on Agentforce, Claude or another platform. We also tell you whether you need Data 360.
What happens with our data during the scan?
We agree access together at the start and follow your security rules. Our AI agents work on metadata and configuration, with the least access needed.
What if the answer is that we are not ready?
Then you know what to fix, in which order, before you spend on licences. That is a good outcome too.
Want an honest answer on AI agents?
Tell us which use case you have in mind. We will tell you what it would take to get your data and your rules ready for it.
