Meeting Prep Brief Agent
Gives a rep a one-page brief for an upcoming meeting from Slack or the Salesforce Employee Agent panel.
Agentforce
Sales Cloud
Service Cloud
- Slack
- Salesforce
SynconAI agent library
50 Salesforce AI agents, each designed, built and tested by our team and handed to you as source. Search for the job you want done, or start with your team.
Live demos
Filmed end to end: the conversation, and the records the agent created.
It knows a dripping tap from a gas leak.
It writes down what really happened.
The right part, in the right van, before the job begins.
The library
Pick an area or search. Each agent opens to its own page: what it does, the rules it follows and how it is built.
50 agents
Prep reps for meetings, triage leads, keep the pipeline honest and get quotes out.
Gives a rep a one-page brief for an upcoming meeting from Slack or the Salesforce Employee Agent panel.
Finds unhealthy opportunities each weekday, asks each owner in Slack to fix them.
Scores new web leads with a fixed rule table, summarizes them, routes them by territory.
Turns a rep's dictated note or pasted transcript into proposed record updates, follow-up tasks and an email draft.
Watches contract end dates, creates one renewal opportunity per contract inside the 120 day window, rates renewal risk with a fixed rule.
Builds a quote from a rep's Slack request, checks the discount against policy and routes it for approval.
Interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends.
Matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights.
Answer customers, triage and route cases, and hand over without the customer repeating themselves.
Reads every new Case as it is created, classifies it, sets the priority, assigns it to the right queue, attaches the most relevant Knowledge article.
Lets customers book, move and cancel appointments in a web chat or on WhatsApp.
Gives a human agent a short, accurate briefing the moment a chat or case is handed over from an AI agent or another team.
Reads a receipt, screenshot or PDF uploaded in chat, confirms the details with the customer and fills the Case.
Answers where is my order questions and starts returns inside the chat.
Reviews the last 30 days of closed cases every Monday, finds topics that were solved without a Knowledge article, groups them.
Answers the business phone when nobody can.
Receives customer complaints in chat, logs them as complaint Cases, responds with empathy.
Book repairs, wrap up jobs, check parts and warranty, and walk inspections.
Books repairs at any hour and sends emergencies straight to Dispatch.
Turns one technician's note into the report, parts and customer email.
Finds the part on every van and shelf, and protects the next job.
Takes a serial number and returns warranty status, entitlement, service history and a suggested next action.
Collects scope and photos for a trade inquiry, gives an indicative price range from your rules and books the estimator.
Walks an inspector through a site inspection one item at a time, records results with notes and photos.
Agents your own staff talk to in Slack: policy, leave, expenses, time, onboarding and admin requests.
Answers staff questions about company policy directly from the handbook and policy documents, quotes the clause it used.
Lets staff request leave in Slack, checks their balance, creates the request and routes it to their manager for approval.
Reads a receipt photo or PDF, extracts vendor, date, amount and tax.
Runs each new hire's onboarding: the checklist, access requests, a Slack welcome space and first-week answers.
Asks staff for their hours in Slack each afternoon and turns a plain reply into time entries on the right projects.
Compiles a weekly status report for each active project from Salesforce records and posts it to Slack and email every Friday.
Takes Salesforce change requests from staff in Slack, checks whether the field or report already exists.
Answers internal questions by searching documents in a Data Library, wiki and drive content through MCP server tools, and Slack history.
Shaped for education, property, real estate, lending, health, hospitality and professional firms.
Answers course questions, captures the parent's details and the student's needs, recommends a program and books a trial lesson.
Helps coordinators replace a tutor when a session is canceled.
Contacts new property inquiries within minutes, asks a short set of qualifying questions.
Takes a maintenance report, asks for photos, classifies urgency, creates the Case and Work Order and notifies the property manager.
Captures a prospect's matter for a law, accounting or consulting firm, runs a conflict pre-check and books the first consultation.
Takes a group event brief, finds suitable venues and dates, builds a quote from packages, places a 48 hour date hold.
Tracks the document checklist for a loan application, asks the applicant for missing items.
Handles administrative front desk tasks for a medical or allied health clinic: booking, rescheduling, canceling, reminders and practical questions.
Volunteers, events, donors, grants and the people your services exist for.
Registers new volunteers in a website chat and matches each one to open roles and shifts.
Answers event questions, registers attendees as Campaign Members, records dietary and access needs.
Reminds volunteers before shifts, accepts cancellations by text or WhatsApp reply.
Reacts to each new gift, drafts a personal thank-you from the donor's history, flags major gifts, and schedules the follow-up.
Watches grant report deadlines, alerts the owner at 30, 14 and 7 days, checks which required measures have recorded results.
Runs a calm, short intake conversation for people seeking help from a community service.
Pulls program outcomes, participation and gift totals from Salesforce and drafts board, funder or public impact reports.
Keep Salesforce data clean, answer from approved reports, and connect outside assistants safely.
Scans Leads, Contacts and Accounts each week, explains every likely duplicate pair in Slack.
Finds records with missing fields, asks each record owner in Slack for the value, and writes the owner's reply to the record after validating it.
Lets leaders ask for a business number in Slack and get the answer with an as of time and the report link.
Publishes two governed Salesforce tools on a Salesforce hosted MCP server so an outside AI assistant can look up an account and create a support case, and nothing else.
One front door that verifies the customer once and hands them to the right specialist agent for orders, bookings or quotes.
How an agent works
One request through the Repair Booking Agent: the path every agent in the library follows.
A customer writes, a technician speaks, or a record changes.
"I can smell gas"It reads the request and hands it to the right subagent.
Safety firstApex or Flow does the work, with only the access it needs.
Dispatch alertedFacts come from your org; every change is a normal record.
Critical work orderMoney, approvals and emergencies go to a named person.
Dispatch queueThe same conversation is re-run before every change ships.
Regression setHow we build
No black box and no third-party bot. The agent, the actions, the data model, the staff screens and the tests are written by SynconAI architects and developers. The counts are read from the library.
Where you are starting from
Your first agent
We pick one job with a clear win, build it properly and get it adopted.
Agents that guess or wander
We read what was built, then fix grounding, actions and testing.
Scale from the library
We add agents from this library, all built to the same standard.
30+ Salesforce certifications · 5.0/5 CSAT





























Client reviews
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
What buyers ask us
An Agentforce agent is an AI agent that runs inside Salesforce. It understands a request in plain language, decides which approved action to take, and carries it out on your Salesforce records: booking a visit, routing a case, drafting a quote. It works with your customers in chat, voice or messaging, or with your own staff in Slack and the Salesforce apps, or in the background on a trigger.
The agents marked Live demo have a film of a real run on a Salesforce org, with the conversation and the records it created. The others are marked Coming soon: each has a full brief and is being built to the same standard, one at a time.
Yes. The catalog shows the agents we have designed in depth, but most engagements start from a task the client already has. We scope the agent, the actions it needs and the rules it must follow with you before anything is built.
Agentforce enabled in your org, the Salesforce products the agent works with, and the rules only you can supply: your wording, your thresholds, who approves what and where escalations go. Each agent page lists exactly what that agent needs.
Agents read facts from Salesforce through approved actions and repeat them exactly; they never quote prices, dates or policy from memory. Each agent has written rules for what it may never do, and those rules are tested by replaying conversations before every release.
It depends on your org and on the rules the agent has to follow. We scope it with you on a call and give you a fixed plan before work starts.