The Expertise Behind Every Agent

Any Salesforce partner can stand up an agent. Building one that holds up in front of your families, students, and donors takes knowing how a district, a campus, or a nonprofit actually runs, and knowing the Salesforce platform underneath it cold. We work only in K-12, higher education, and nonprofit: three sectors, not thirty. That focus shows up in every decision we make on an AI project.

Certified in the platform we’re asking you to trust

Our consultants hold Salesforce Agentforce and Data Cloud (Data 360) certifications. When we scope your agent or unify the data behind it, the person doing that work is certified in the tools they’re using, not learning them on your project.

We build the foundation and the agent together

This is the part most teams underestimate. An AI agent reasons over your data, so a useful agent depends on a unified, trustworthy view of a student, applicant, constituent, or donor rather than records scattered across systems and spreadsheets. The same certified team that implements Education Cloud, Nonprofit Cloud, and Data Cloud builds your agents, so the data foundation and the AI get designed as one piece of work. If the honest answer is that your data isn’t ready yet, we’ll tell you that up front, then help you get it there.

We know your sector’s guardrails

You’re working with FERPA, students who are legally minors, donor data, and situations that can turn into a crisis fast. We don’t discover these things partway through a project. They shape how we scope an agent and design its escalation path from day one, because we’ve worked inside these environments for years.

We keep agents working after go-live

Policies change, courses change, and staff turn over. An agent nobody maintains will quietly drift until it’s handing out last year’s answers. Our Committed Consulting engagements keep your agents accurate: we monitor performance, update content, and review escalation paths so the investment keeps paying off.

How We Work: The Foundation First Approach

Our AI engagements follow a repeatable path from “should we?” to a live, maintained agent. We call it our Foundation First Approach, because the data foundation underneath an agent decides whether it’s useful or a liability. Four stages carry you from a thorough read of your readiness to an agent that keeps working long after launch.

Most engagements draw on all four. Here’s what each one involves:

Assess: readiness

Before any build, we look at whether your data is centralized and clean enough to trust, whether your platform is on the right edition and clouds, whether leadership and staff are actually ready, and whether the governance and privacy guardrails are in place.

Ground: the data foundation

An agent is only as good as the data underneath it. We unify what it needs into a single, trustworthy view, pulling from your Salesforce org and connected systems like your SIS, LMS, or donation platform, with Data Cloud where a true 360 view calls for it. This includes:

• Data model assessment and cleanup
• Data Cloud configuration for a unified record
• Integration with your SIS, LMS, donation platform, and other source systems

Build: agent design & responsible AI

We scope each agent to a specific job, configure it on your existing platform, and build and test the escalation paths before anything goes live. That includes the governance work that lets you deploy with confidence and explain the agent to a board or a parent without hesitation.

• Agent scope definition: what it handles and what it hands off to a person
• Escalation and human handoff design, including crisis routing for any agent that talks directly with students, families, or donors
• FERPA and data privacy review, with the Einstein Trust Layer keeping your data inside your own Salesforce instance

Sustain: ongoing optimization (Committed Consulting)

Recurring support that keeps a live agent accurate and trusted over time.

• Performance monitoring, including resolution rates, escalation rates, and questions the agent couldn’t answer
• Content and policy updates as your organization changes
• Escalation path review and seasonal readiness checks

What This Looks Like in Your Sector

K-12 districts & schools.

• Administrative and helpdesk support: answers staff IT and HR questions, routes maintenance requests, and surfaces district policy from your knowledge base. It’s a low-risk first agent, one that proves value internally before it ever talks to a family.
• Family engagement and enrollment: handles deadlines, document requirements, and status questions around the clock, in multiple languages, which eases front office volume during peak enrollment season.
• Student support and counseling: answers routine questions about course selection, graduation requirements, and available resources any time of day, and routes anything sensitive straight to a counselor.

Higher education

• Admissions and applicant FAQ: answers prospect and applicant questions about requirements, deadlines, and status, pulled from a unified applicant view.
• Advising support: surfaces a student’s record and history for the advisor ahead of a meeting. It assists the advisor rather than replacing them.
• Financial aid and enrollment status: fields the routine status questions so staff can focus on the cases that actually need their judgment.

Nonprofits

• Prospect research: surfaces giving history, wealth indicators, and suggested next steps for a gift officer before every meeting, turning hours of prep into minutes.
• Donor and constituent support: answers routine donor and program questions around the clock and routes anything complex to staff.
• Volunteer coordination: runs onboarding sequences, shift reminders, and post-shift follow-up automatically, which cuts down on no-shows and frees up coordinator time.