If it runs on your revenue stack, we can build the agent for it.
Most AI agents stop at advice. Ours take action. Tell us the workflow, on Salesforce or across the tools around it, and we design an agent that builds it, tests in a sandbox, and deploys on your approval.
SOC 2 Type II · ISO 27001 · HIPAA · GDPR · Salesforce Partner
Written by Saahil Dhaka, CEO & Co-Founder · Reviewed by Neil Sarkar · Updated June 17, 2026
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Built and tested in a sandbox. Awaiting your approval.
A custom AI agent is one built around your specific workflow and the systems it touches, rather than configured from a generic template.
- Clientell designs and builds them to act inside your Salesforce and revenue stack, admin, RevOps, GTM, voice, CPQ, deal-desk, and bespoke workflow agents, and they ship real changes with a human approval gate, not slides of recommendations.
- They run on the same engine that powers our standalone Salesforce agent, so a custom build does real work from day one.
| What they do | Custom agents act inside your org (build, test, deploy). They don't just advise. |
|---|---|
| Breadth | Ten shapes and counting: admin, RevOps, GTM, voice, CPQ, data hygiene, forecast, Marketing Cloud, deal-desk, and bespoke workflow agents. |
| Same engine | Built on the same engine as the standalone product, so they ship work from day one. |
| Control | Every change runs through a sandbox and your approval. Registered Salesforce partner; SOC 2 Type II, ISO 27001, HIPAA, GDPR. |
Generic agents recommend. They rarely fit your org, and they almost never ship the work.
Advice is not delivery
An assistant that suggests a flow still leaves you to build, test, debug, and deploy it. The work does not get done, it gets described.
Templates do not know your org
Off-the-shelf agents are configured from a generic template. They have no view of your objects, your automations, or what breaks in production.
No room for your guardrails
Real teams need approvals, security, and a human in the loop. Most agents bolt that on later, if at all.
Many kinds of agents. One pattern: they act inside your systems.
Do not see your workflow? That is the point of a custom build. If it touches Salesforce, we can scope an agent for it.
Tap any agent to see how it is built
Agents that act directly on your org through the same APIs an admin uses.
Agents that reach the tools around Salesforce and bring the work back into it.
Built for the messy, high-stakes revenue stacks.
We build custom agents for the revenue teams that run on Salesforce. Each one is scoped to your org and your data model, not a vertical template you switch on. Industry is where the conversation starts, not a pre-built product.
B2B SaaS
Usage-to-expansion signals, product-qualified-lead routing, and the RevOps hygiene a consumption model runs on.
Manufacturing
Configured-product CPQ, RFQ intake, and program reorder agents for long, technical sales cycles.
Distribution & wholesale
Reorder and replenishment agents, faster quote turnaround, and rep call summaries that update the CRM.
Fleet & field service
Dispatch, warranty and renewal outreach, and install scheduling wired into Salesforce.
Financial services
Renewal and quoting workflows with the access control and audit trail the sector requires.
Healthcare & life sciences
Intake and revenue workflows built with strict permissions on a HIPAA-compliant foundation.
Not theoretical. The engine already ships.
The standalone agent
Builds flows, Apex, reports, and permissions inside live Salesforce orgs today. You can start with it free.
Start freeMarketing Cloud agent
Creates journeys, data extensions, and content inside Salesforce Marketing Cloud, backed by shipped code.
See the agentTen MCP integrations
Gmail, Outlook, Google Drive, Dropbox, SharePoint, GitHub, Jira, and Teams, native to the agent.
See the connectorsVoice & GTM builds
Custom voice and go-to-market agents wired into Salesforce for real revenue teams.
See voice agentsBuilt around your workflow. Deployed with your approval.
Five steps from the workflow that breaks to an agent that ships it, with a human in control at the point it touches your org.
Discovery
We start with the actual workflow and where it breaks, not the feature list. The requirement-gathering is the part most builds get wrong.
Design
We map the agent to your org: the objects, the automations, the guardrails, and the exact point a human stays in control.
Build inside your stack
The agent is built to act where the work lives. It generates the Salesforce configuration and the steps across your connected systems.
Deploy with approval
Nothing changes your org without sign-off. The agent tests in a sandbox and deploys on your approval, so you keep the final call.
Iterate
We tune the agent against real usage. Our team stays close so it gets sharper, instead of shipping once and walking away.
The market is buying agents that do the work.
$800M
Salesforce Agentforce ARR across more than 29,000 deals, proof that buyers want agents that act, not advise.
Salesforce, Q4 FY26
$16.98B
Projected revenue operations software market by 2033, up from $4.39B in 2024 (16.6% CAGR).
Grand View Research
21x
More likely to qualify a lead when you respond in 5 minutes instead of 30, the case for agents that move now.
MIT / InsideSales
The catch is that agents are only as good as the data and the guardrails under them. That is the half most tools skip, and the half a Salesforce-native, approval-gated build gets right.
ChatGPT tells you what to do. Clientell does it.
Agents that act, not advise
The same engine that powers our standalone Salesforce agent builds and deploys real changes, so a custom agent ships work on day one.
Your guardrails, your approval
Every change runs through a sandbox and a human sign-off. SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliant.
AI-led delivery
The agent handles the repetitive build work, so our team and yours spend time on requirements and judgment. Fixed scope, not open-ended hours.
Built for the teams that run the revenue stack.
RevOps and revenue leaders
You are told to fix forecasting, pipeline hygiene, and routing with the same headcount. A custom agent does the repetitive build work so your team does the judgment work.
IT and Salesforce leaders
You want AI that respects your guardrails and security model, not another shadow tool. Every agent runs inside your org with approvals you control.
Ops leaders at mid-market companies
You need builds your admin cannot code and partners who do not overpromise. We deliver fixed-scope agent work, AI-led, so the number is predictable.
Salesforce partners
Deliver custom agent work to your clients without 10x the headcount. We build the engine; you keep the relationship.
Questions, answered.
What kinds of custom AI agents does Clientell build?
Salesforce admin agents, RevOps agents, GTM agents, AI SDR and voice agents, CPQ and quote agents, data hygiene agents, pipeline and forecast agents, Marketing Cloud agents, deal-desk and contract agents, and bespoke workflow agents. Each one is designed around your org and the systems it connects to, and acts inside them with a human approval step.
How is this different from Agentforce or a generic AI assistant?
Most AI stops at advice. Clientell agents take action: they build, test, and deploy the change inside Salesforce with your approval. They are built around your org's context and guardrails, not configured from a generic template, and they run with no IDE, no prompt engineering, and predictable pricing.
Can you build an agent for my industry?
The agent pattern is industry-agnostic because it acts on Salesforce and the tools around it. We have built for revenue teams across B2B SaaS, manufacturing, distribution, and field service, and we scope each agent to your specific workflow rather than ship a vertical template.
Do you build the agent, or do we?
We design and build it with you. Our team handles the agent engineering and the Salesforce delivery; you stay in control of requirements, approvals, and the final say on anything that touches your org.
How long does a custom build take?
It depends on scope, but a focused agent is usually weeks, not months, because the underlying engine already does the Salesforce work. We give you an honest timeline once we scope the workflow on the first call.
What does it cost?
The standalone agent starts at $99 per month. Custom builds are fixed-scope engagements, priced after we scope the work, so you get a predictable number instead of open-ended hourly billing.
Is the underlying product available on its own?
Yes. The standalone Clientell agent handles Salesforce admin work today and you can start with it free. Custom agents are for teams that need an agent shaped around a specific workflow or revenue system.
How do we start?
Book a call with our founders. We will walk through the workflow you want an agent for and tell you honestly whether the standalone agent already covers it or whether a custom build is the right call.
How to start
Start with a 60 to 90 day ROI pilot.
Fixed scope, a measured outcome, and a clear before-and-after. No open-ended hourly billing, and no annual lock-in to find out whether it works. If the pilot does not earn its place, you do not scale it.
Scope a pilotFixed scope and price
We define the workflow and the number up front. You are never billing open-ended hours.
Measured against your numbers
We agree on the metric that matters before we start, then report the before and after.
Human in the loop
Every change runs through your approval and your guardrails, in your org.
Sources
- Salesforce, Record Fourth Quarter Fiscal 2026 Results (Agentforce ARR and deals) · February 25, 2026
- Grand View Research, Revenue Operations Market Size & Forecast · 2024
- MIT / InsideSales.com, Lead Response Management Study (5-minute rule) · 2007
Market figures reflect third-party research and vary by analyst. Product capabilities are described as built today; custom builds are scoped per engagement.
Keep exploring
Have a workflow that needs an agent?
Tell us what you want it to do.
Book a call with our founders. We will tell you honestly whether the standalone agent already covers it or whether a custom build is the right call.
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