Job definition
What the agent may do, what it must escalate, and which systems it can touch — documented before build.
ASC Digital
AI agents
Design and deploy agents that research, draft, route, and act — with guardrails, CRM context, and clear human ownership.
Book a callAI & Automation
Agents that earn trust in production
ASC Digital designs agent experiences grounded in your data and policies — from Salesforce Agentforce to custom agents — so autonomy expands only as accuracy and oversight prove out.
An agent at work
What a governed agent run looks like
Agents don't just answer — they look things up, check policy and prepare actions. Scroll to follow one run, step by step, up to the moment a person signs off.
Customer
Hi, it looks like we were charged twice for our March invoice. Can you sort this out?
- identify_customerMatched account Northwind Ltd. from the sender's domain
- get_billing_historyTwo identical charges found for March invoice INV-0312
- check_refund_policyDuplicate charge confirmed · refunds over €500 need finance approval
- create_refund_request€1,240 refund prepared and routed to Finance
- draft_replyReply drafted in the customer's language and tone
Draft reply · awaiting approval
Thanks for flagging this — you're right, the March invoice was charged twice. We've raised a €1,240 refund and our finance team will confirm within one business day.
Human approval requiredAutonomy, step by step
The autonomy ladder
Autonomy is earned, not switched on. An agent moves up a rung only when quality, monitoring and trust support it.
- Most programs start here
Suggest
The agent recommends; a person decides and acts.
Example Next-best-action hints in the CRM
- Most programs start here
Draft
The agent prepares the work; a person reviews and sends it.
Example Reply drafts for service cases
Act with approval
The agent carries out the action once someone signs off.
Example Refunds routed to finance for approval
Act within limits
The agent acts alone inside strict policy limits, with every action logged.
Example Updating case status and routing tickets
Agent delivery
Autonomy with a leash you control
Grounding & knowledge
Clean CRM context and curated knowledge sources so answers stay accurate as the business changes.
Platform or custom
Agentforce when Salesforce is the system of record; custom agents when the use case spans stacks or needs specialized tooling.
Eval & rollout
Test sets, shadow mode, and phased exposure so agents do not meet customers before they are ready.
Who we serve
Agent programs for every scale
For SMBs
One high-value agent (service assistant, sales research, internal ops) with tight scope and a simple ops model your team can run.
Typical: single channel or team, clear KPI, Agentforce or lightweight custom stack.
For enterprises
Multi-agent landscapes with shared guardrails, identity, logging, and center-of-excellence patterns across brands or regions.
Typical: agent catalog, security review, staged production by LOB.
Related
Deepen your agent stack
FAQ
Common questions
Should we start with Agentforce?
If Salesforce holds the customer context your agent needs, Agentforce is often the fastest path. We assess fit and still design the job, knowledge, and rollout either way.
How do you prevent hallucinations from hurting customers?
Grounding, restricted actions, retrieval quality, evaluation harnesses, and human checkpoints on high-risk outputs.
Can agents update CRM records?
Yes — when permissions, validation, and audit logging are designed deliberately. Write access is earned, not default.
Design an agent worth deploying
Define the job you want automated. We specify guardrails and a path to production.