A curated library of production-ready Agentforce blueprints that drop into your existing Salesforce org. Filter, compare, and ship your top picks in weeks — outcome-priced, human-in-the-loop.
Click an industry to filter the agent library below.
A predictable, outcome-priced path from blueprint to production — no UI rebuild, no platform swap.
Browse 50 blueprints by industry, complexity, and persona. Compare side-by-side, share with your team, and shortlist your top candidates.
On a 45-minute working session we map data flows on your org, validate KPIs, and lock a fixed scope with measurable outcomes.
We build, test, and deploy on your existing Salesforce — Agentforce, Flows, MuleSoft, Data Cloud — with human-in-the-loop checkpoints from day one.
Every Headless 360 agent ships with explicit checkpoints, audit trails, and override controls. Your team stays in the driver's seat for the decisions that move money, change records, or touch customers.
Every agent action is logged in Salesforce with full context, prompt, and decision trace.
High-impact steps pause for a human approver — escalations route via Flow or Slack.
Reviewers edit drafts, reject actions, or take over a thread with one click — no rebuild.
Topic, data, and action policies enforced at the agent layer — not bolted on after.
Pick up to 3 agents to see a side-by-side breakdown of KPIs, ROI, Salesforce objects, and human checkpoints.
Automates periodic and trigger-based KYC reviews and screens accounts for AML red flags.
Instantly categorizes, prioritizes, and routes inbound service requests across all channels.
Identifies high-potential prospects from interactions and kicks off onboarding automatically.
Proactively flags clients at risk of leaving by combining financial, service, and engagement signals.
Auto-prepares pre-meeting briefings and drafts post-meeting summaries with action items.
Pre-qualifies loan applications, gathers documents, and prepares the credit decision package.
Monitors portfolios for drift from target allocation and proposes rebalancing actions.
Aggregates data and drafts recurring regulatory and internal reports.
Surfaces personalized product recommendations based on holdings, life events, and engagement.
Triages fraud alerts and disputes, gathers evidence, and drafts resolution actions.
Automates new-patient registration, insurance verification, and welcome flow.
Prepares and submits prior-auth requests and tracks payer responses.
Finds patients overdue for preventive care and triggers outreach.
Predicts no-show risk and runs reminder + rebooking flows.
Summarizes encounter recordings and drafts visit notes for EHR.
Runs personalized check-ins for chronic-condition patients.
Routes referrals to in-network specialists and tracks completion.
Triages claim denials and drafts appeal packages.
Matches eligible patients to active clinical trials and prepares enrollment.
Answers benefit, claim status, and ID-card questions across channels for payer organizations.
Tracks sales agreements vs actuals and surfaces variance early.
Improves forecast accuracy with sell-through and external signals.
Automates partner application review, contracting, and enablement.
Optimizes technician scheduling and dynamic re-dispatch.
Predicts asset maintenance needs and triggers preventive work orders.
Configures complex quotes, validates pricing, and routes for approval.
Validates warranty claims and orchestrates RMAs end-to-end.
Monitors supplier risk signals and recommends mitigation.
Recommends replenishment orders to distributors based on sell-through.
Maintains product compliance docs and flags upcoming regulatory changes.
Triages constituent requests across channels and routes to the right agency.
Pre-qualifies applicants for programs and assembles application packets.
Validates permit / license applications and orchestrates approval workflow.
Schedules inspections, captures results, and triggers follow-ups.
Tracks grant applications, awards, milestones, and reporting.
Manages outreach for delinquent tax accounts and orchestrates payment plans.
Receives and processes records requests, redacts, and tracks SLA.
Aggregates incident reports, ranks severity, and notifies responders.
Supports unemployment / workforce program case lifecycle and outreach.
Drafts multi-channel communications and tracks engagement metrics.
Personalizes donor touchpoints and recommends next-best stewardship action.
Surfaces high-potential prospects from giving and engagement signals.
Detects failed recurring gifts and runs recovery flows.
Matches volunteers to opportunities and runs scheduling / reminders.
Manages funder pipelines, drafts proposals, and tracks reporting deadlines.
Aggregates program data and drafts impact reports for funders and board.
Supports beneficiary intake, service plans, and outcome tracking.
Manages event registrations, campaign messaging, and post-event follow-up.
Runs renewal cadences and lapsed-member win-back flows.
Processes in-kind donations, valuations, and acknowledgments.
Book a 45-minute Headless 360 working session. We’ll prioritize the right agents for your team, map the data flows, and give you a fixed build plan — outcome-priced.