Document Intake Agent

1. 01

   Collect claim details

   Capture product, issue and customer identity before asking for a file.

2. 02

   Claim status questions

   Tell the verified customer where the claim is and what happens next.

• Read the extracted values back to the customer and get a Yes before saving them to the Case.
• Accept only PDF, JPG and PNG up to 10 MB. Refuse any other type and explain why.
• Do not read or store identity documents, bank statements or card images. Ask for a receipt instead and do not save the file.
• Never approve or reject the warranty claim. The agent only collects and prepares it.
• Show only claims linked to the verified customer.
• Extraction below 70 percent confidence stays Awaiting Review with a note.

Runs on Service Cloud, Enhanced Chat, Agentforce. Confirm editions and licenses with your Salesforce account team.

Salesforce products

Service CloudEnhanced ChatAgentforce

Editions and licenses

Agentforce must be enabled in your org. Confirm editions and licenses with your Salesforce account team; we check them in the first workshop.

Agent type

Agentforce Service Agent

From you

Service Cloud, Enhanced Chat with file input, and a prompt template model that can read images or PDFs. · Real receipt samples and their warranty rules.

Language

English. The agent writes in your locale and follows your wording settings.

Where it runs

Inside your Salesforce org. Records are read and written through the agent’s approved actions only.

Not included

Approving or paying claims. · Reading identity documents, bank statements or medical documents. · Email attachment intake (chat only in this build). · Fraud scoring. · More than one file per message.

Designed in full before a line is built, with 8 scripted test conversations. The numbers become verified results when the agent is delivered.

• Deployable sourceThe agent, its actions, objects and screens as Salesforce metadata, in your repository.
• Solution designA Solution Design Document with UML: architecture, data model, sequence and security.
• Test suiteApex tests on every action, plus scripted conversations replayed before every release.
• Least-privilege accessIts own permission sets, so the agent and your staff see only what the job needs.
• Runbook and handoverHow to run it, change its rules and roll back, with a walkthrough for your team.

• Least-privilege access

  It runs as its own user with a permission set written for this agent, so it can reach only what the job needs.

• Changes only through approved actions

  The agent cannot edit records freely. Every change goes through one of its 7 actions, each with one job.

• People make the big calls

  Read the extracted values back to the customer and get a Yes before saving them to the Case.

• Runs inside Salesforce

  Agentforce runs on the Salesforce platform and its Einstein Trust Layer. Confirm which Trust Layer features apply to agents in your org with your Salesforce account team.

• Every change is on the record

  What the agent does lands as normal Salesforce records with their full history, so you can see who changed what and when.

• The review is free

  A 60-minute call with an architect about the Document Intake Agent and your org, with a written plan you keep.

• A fixed-scope proposal first

  Before any work starts you get a written proposal with milestones. You approve it, or you do not.

• Timing follows scope

  How long it takes depends on your setup and your rules. The proposal states the milestones up front.

• Or inside a monthly plan

  Agents can be built and run through one of our monthly delivery plans, alongside your other Salesforce work.

Salesforce licenses, including Agentforce, are bought from Salesforce and are not part of our fee. See our plans and pricing →

• One-page brief (PDF)

  What it does, the rules it follows and what you need, on one page you can forward.

  Get the brief →

• Slide deck (PDF, 6 slides)

  For your team or steering group: the problem, what it does, the rules it follows and how we deliver it.

  Get the slides →

• Talk to an architect

  A free 60-minute session on how it would work in your org, with your processes, your data and your rules.

  Book a session →

• The whole library

  Every agent we offer, by business area.

  Browse agents →

Further reading from our architects

• The grounding checklist we run before an agent talks to a customerTwelve pre-flight checks we run before an AI agent is allowed near a real customer, each with the failure it catches and the fix. A go or no-go list, not a readiness score.
• Deflection that does not cost you the customerHow to measure service automation honestly, why deflection alone is a vanity metric, and an escalation design framework covering triggers, routing and carried context.
• Agentforce and Service Cloud: what actually connects to whatA reference architecture for Agentforce on Service Cloud: how channels reach the agent, what it can read at each hop, where the case object sits, and how escalation carries context to a human.

• What does the Document Intake Agent do?

  The Document Intake Agent lets customers upload a receipt, screenshot or PDF in chat. The agent reads the file, confirms the extracted details with the customer, attaches the file to the Case and fills the key fields. Staff no longer download email attachments and retype receipt details.

• Which Salesforce products does it run on?

  Service Cloud, Enhanced Chat, Agentforce. Confirm editions and licenses with your Salesforce account team.

• Where do people use it?

  Enhanced Chat v1 or v2 on the website and in Lightning Experience, with file upload.

• What does it not do?

  Approving or paying claims; Reading identity documents, bank statements or medical documents; Email attachment intake (chat only in this build); Fraud scoring; More than one file per message.

• Is there a demo?

  Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.