Klient PSA Introduces Hybrid Project Delivery -- Humans Lead, AI Agents Deliver
Eight specialized Agentforce agents now work alongside human consultants inside Salesforce — each one purpose-built for a single discipline, every output reviewed and approved before it goes anywhere.
MANY SPECIALISTS, NOT ONE GENERALIST
The professional services industry doesn't need one AI that tries to do everything. It needs focused agents that each do one thing exceptionally well. Klient PSA ships a catalog of eight agents today — each purpose-built for a specific part of project delivery:
AGENT | ROLE | DISCIPLINE |
SCOPEY 1 | Business Analysis Agent | Scoping & Requirements |
PLANNY 1 | Project Manager Agent | Planning & Scheduling |
TIMEY 1 | Timesheet Agent | Time Capture & Compliance |
GUIDY 1 | Customer Onboarding Agent | Client Onboarding |
TOUCHY 1 | Touchpoint Agent | Client Communication |
CASEY 1 | Customer Support Agent | Case Resolution |
KNOWWY 1 | Knowledge Agent | Knowledge Management |
DEVY 1 | Software Development Agent | Development & Deployment |
The catalog is designed to grow. As firms identify new gaps, Klient will add new agents — and as each discipline advances, new versions ship alongside them. Every agent added to the catalog makes the model more complete.
HOW HUMANS STAY IN CONTROL
Two things keep humans in charge. First, every agent is a Salesforce Resource record — visible in Gantt charts, task boards, and resource reports, managed through the same interface project managers already use for human consultants. No new tool to learn.
Second, nothing an agent produces goes anywhere without explicit human sign-off. When an agent completes work, it surfaces an Outcome Review — a structured approval step where a human reads the output, edits if needed, reengages with the agent, and approves or rejects before the result moves forward.
"This is what the next decade of professional services looks like — human consultants who focus on judgment, relationships, and the work that matters most, with AI agents handling the structured, repeatable delivery around them. We built Hybrid Delivery because we believe the firms that adopt this model first will define the standard everyone else follows."
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KLIENT AS CUSTOMER ZERO
Every agent shipped to customers ran inside Klient's own operations first — on real projects, with real deadlines. Klient started with a single generalist agent and learned that breadth comes at the cost of quality. The pivot to a catalog of focused specialists is the direct result. What ships today is the model Klient already runs on itself.
Each AI agent is
Klient PSA starts at
LIVE DEMONSTRATION Agentforce World Tour — |
ABOUT KLIENT
Klient is the company behind Klient PSA — the 100% Salesforce-native professional services automation platform purpose-built for PS teams that run on Salesforce. Klient PSA goes live in three weeks, starts at
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SOURCE Klient
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