Role-aware
Each Workmate carries a purpose, instructions and guardrails for one job — a Sales Workmate reasons like an AE, a Developer Workmate like a senior engineer — so its answers and actions fit the role.
Solutions · AI Workmates by team
AI Workmates for every team
AgenTorQ is an enterprise AI platform that puts a governed, multi-model AI Workmate to work for the teams that run the business — Sales, Service, Operations, IT and Developers. Every Workmate reads live data, reasons over your knowledge, and takes approved actions across Salesforce and hundreds of enterprise applications. One platform, deployed as a standalone web workspace or natively inside Salesforce.
Role-aware Workmates
Record-grounded & cited
Multi-model routing
Governed & auditable
Meet your AI Workmates
What an AI Workmate is — and how it works
A Workmate is a role-aware AI agent that reads your data, reasons over your knowledge, and takes approved actions. The same governed engine powers every persona below — the difference is the role it plays and the systems it works across.
Grounded & cited
It grounds on live records, uploaded documents, your RAG knowledge base and 600+ connected apps — and cites its sources, so answers are traceable instead of invented.
Acts with approval
Beyond chat, it creates and updates records, runs Flows and sends email — every write behind an approval card and logged to an immutable audit trail.
User
AI Workmate
Intent Router grounding · routing · governance
Salesforce
Microsoft 365
Google
Slack
GitHub
Databases
REST / APIs
Documents
Route to the right model — 14+ AI providers, your keys
Governed action approved · audited
Cited answer grounded · sourced
Sales
Sell with context, not guesswork
The Sales Workmate grounds on your live pipeline to brief reps, surface risk, and log the next step — under governance, in the workspace or inside Salesforce.
Account briefing
A pre-call brief from the whole account — without the hour of digging.
- Problem
- Reps spend an hour digging through the account, contacts and history before every call.
- How
- Reads the account, open opportunities, activity and connected email & calendar to assemble a grounded brief.
- Outcome
- Reps walk in prepared in seconds, cited to live records.
Opportunity risk
See slipping deals before the forecast moves.
- Problem
- At-risk deals surface only after the forecast has already changed.
- How
- Scores pipeline health with the reasons — stalled stages, missing next steps, sentiment shifts — grounded in CRM.
- Outcome
- Leaders catch risk early, with the evidence behind each flag.
Follow-up drafting
Every call ends with an approved recap and next step.
- Problem
- Post-call follow-ups get delayed or skipped, and next steps go unlogged.
- How
- Drafts the recap email and next-step task from the meeting and record context, ready to review.
- Outcome
- Approved follow-up sent and task created — audited.
Proposal assistance
A governed first draft from live deal data.
- Problem
- Assembling a quote or proposal from scattered data eats hours.
- How
- Drafts proposals from live CRM data and approved templates, grounded in the deal.
- Outcome
- A review-ready first draft in minutes instead of hours.
Forecast hygiene
A cleaner, more trustworthy pipeline — without manual scrubbing.
- Problem
- Stale close dates and empty next steps quietly corrupt the forecast.
- How
- Flags records that break forecast rules and drafts the fixes for the owner to approve.
- Outcome
- A forecast you can trust, kept clean continuously.
Deal intelligence
Answers across CRM, email and documents — cited.
- Problem
- Account context is scattered across CRM, inboxes, notes and files.
- How
- Grounds on records plus connected email, calendar and uploaded files with citations.
- Outcome
- One place to ask “where does this deal stand?” and trust the answer.
Service
Resolve cases faster, on-brand and on-record
The Service Workmate summarizes case threads, drafts grounded replies, and answers from governed knowledge — every suggestion traceable, access-controlled and human-approved.
Case summarization
Triage a long case in seconds, not minutes.
- Problem
- Long, multi-message cases take minutes to read before an agent can act.
- How
- Condenses the thread into root cause, prior related cases and customer sentiment.
- Outcome
- Agents and managers triage at a glance.
Recommended response
On-brand replies, ready to review and send.
- Problem
- Writing consistent, accurate replies under SLA pressure is slow and error-prone.
- How
- Drafts a reply grounded in case history and the knowledge base — no invented facts, human in the loop.
- Outcome
- Consistent tone and cited answers, faster.
Knowledge search
First-contact resolution from cited knowledge.
- Problem
- Answers are scattered across articles, docs and past cases.
- How
- Retrieves cited answers from governed knowledge with RAG over your content.
- Outcome
- Resolve on first contact instead of hunting across systems.
Escalation prep
Clean hand-offs that cut time-to-resolution.
- Problem
- Escalations arrive without context, forcing tier-2 to re-investigate.
- How
- Assembles an escalation summary — timeline, attempted fixes, impacted records and next steps.
- Outcome
- Tier-2 starts with the full picture, not a blank page.
SLA risk detection
Proactive saves before a breach.
- Problem
- Cases breach SLA before anyone notices they were at risk.
- How
- Watches case age, priority and activity to flag SLA risk with the reason.
- Outcome
- At-risk cases surfaced and routed to the right owner in time.
Resolution actions
Close the loop, not just summarize it.
- Problem
- Even a good summary still leaves the record and follow-ups to update by hand.
- How
- Updates case fields, logs the resolution and sends the reply — on approval.
- Outcome
- Cases actually close, with a full audit trail.
Operations
Run the process, keep the controls
The Ops Workmate chains agents, tools and approvals into repeatable workflow automation — with human sign-off on write actions and one sanctioned assistant instead of ungoverned shadow AI.
Workflow automation
Real work completed end to end — not just answers.
- Problem
- Multi-step busywork spans several apps and never gets automated safely.
- How
- Reads records, calls tools across connectors and runs Salesforce Flows in one chain.
- Outcome
- Processes run to completion — every step audited.
Approval routing
Fast automation that never moves outside policy.
- Problem
- Automation that writes to systems is risky without human sign-off.
- How
- Gates every write and destructive step behind an approval card routed to the right role.
- Outcome
- Speed with control — nothing ships unapproved.
Data cleanup
Cleaner data, maintained continuously.
- Problem
- Duplicate, stale and malformed records quietly degrade every report.
- How
- Finds records that break your rules and proposes the corrections for approval.
- Outcome
- Reliable data with a full change log — no bulk-edit gambles.
Report explanation
Understand the number, not just read it.
- Problem
- Dashboards show the metric but not the why, so people mis-read them.
- How
- Explains a report or metric in plain language, grounded in the underlying records.
- Outcome
- Faster, better decisions without pulling in an analyst.
Internal assistant
A sanctioned assistant instead of shadow AI.
- Problem
- Staff paste company data into consumer chatbots with no policy or audit.
- How
- One governed internal assistant answers policy, data and process questions on your systems.
- Outcome
- Shadow-AI risk replaced by an auditable, access-controlled assistant.
Cross-system tasks
Bridge the apps that never talk to each other.
- Problem
- Routine tasks stall because data lives in apps that don’t connect.
- How
- Pulls and pushes data across 600+ connectors, REST APIs and MCP servers in one turn.
- Outcome
- Hand-offs between systems handled automatically, on approval.
IT & Architecture
The control plane your platform team owns
Give CIOs, CTOs and enterprise architects one governed layer to standardize on: model-agnostic by design, API-first for integration, and auditable end to end — so AI ships under the same rigor as the rest of the stack.
Multi-model governance
One model policy, no single-vendor lock-in.
- Problem
- Teams adopt AI models ad hoc, with no policy over which model touches what data.
- How
- Set which of 14+ providers and models are allowed per role, team and workflow, with routing, cost control and fallback.
- Outcome
- Governed multi-model AI, BYOK on your own keys.
AI auditability
Prove what the AI saw, said and did.
- Problem
- When AI acts on real systems, no one can prove what it saw, said or did.
- How
- Captures every prompt, action and model call in an immutable audit trail.
- Outcome
- Provable decisions for security review and compliance-ready architecture.
API integration
AI wired into the systems you already run.
- Problem
- AI trapped in one UI can’t be embedded into your existing systems.
- How
- Invoke agents and orchestration over a documented REST API, webhooks, custom actions and native Apex & LWC.
- Outcome
- API-first AI with no brittle point-to-point scripts.
Connector strategy
One connectivity standard for the whole stack.
- Problem
- Every new integration is a bespoke, breakable project.
- How
- Standardize on one connector layer — 600+ apps via per-user OAuth, plus REST, GraphQL, databases and MCP.
- Outcome
- A durable strategy that reaches the long tail of systems.
Deploy anywhere
One governed standard, deployed where teams work.
- Problem
- Some teams need a standalone workspace; others need AI inside Salesforce.
- How
- Run the same engine as AgenTorQ Cloud or the Salesforce-native managed package — one platform, two deployments.
- Outcome
- Consistent governance whichever edition each team uses.
Zero-trust controls
Guardrails before a prompt ever leaves.
- Problem
- Sensitive data and unguarded queries make enterprise AI a risk.
- How
- Named PII masking, SOQL/DML guards, an external credential vault and per-user OAuth — enforced in USER_MODE on Salesforce.
- Outcome
- Only the masked prompt reaches the model you chose.
Developers
Developer-grade AI, from review to deploy
The Developer Workmate lives in DevSpace Studio — an AI-native, VS Code-style IDE — and follows an ask → plan → edit → diff → approve → deploy → test → fix loop for Apex, LWC, Flow and GitHub. You approve before anything touches the org.
Apex review
- Problem
- Senior review time is scarce, so risky Apex ships under-reviewed.
- How
- Runs a senior-grade review for correctness, security and bulkification.
- Outcome
- Higher-quality code caught before deploy.
LWC edits
- Problem
- Small LWC changes still mean context-switching across files.
- How
- Describe the change or select code; it proposes a surgical diff across the component’s files.
- Outcome
- Precise edits you approve before they touch the org.
Flow explanation
- Problem
- Inherited Flows are opaque and slow to reason about.
- How
- Explains a Flow’s logic and renders a diagram of its path from the metadata.
- Outcome
- Faster onboarding and safer changes to automation.
Test generation
- Problem
- Coverage gaps block deploys and hide regressions.
- How
- Generates Apex test classes and data setup, then runs them with a coverage gutter.
- Outcome
- Deploys that meet coverage — failures explained and fixed.
GitHub PR workflow
- Problem
- Moving between the org and Git for every change breaks flow.
- How
- Browse repos, edit and commit, and run real git — branch, PR, list, merge — over the GitHub API, no local clone.
- Outcome
- The whole change ships from one workspace.
Deploy, test & fix
- Problem
- Deploys fail late, and the fix loop is manual and slow.
- How
- Deploys on approval, runs tests in the integrated terminal, then explains and fixes failures.
- Outcome
- A tight, governed edit-to-green loop.
AccountService.cls
OppRiskController.cls
riskCard.js
Escalate.flow
- List<Opportunity> opps = [SELECT Id FROM Opportunity];
+ List<Opportunity> opps = [SELECT Id, Amount FROM Opportunity
+ WHERE StageName != 'Closed Won' WITH USER_MODE];
feature/opp-risk Approve & deploy
Connect anything
Every solution works across your systems
Workmates aren’t limited to one app. AgenTorQ connects Salesforce alongside your existing enterprise systems — 600+ applications via the connector layer, plus REST, GraphQL, databases, MCP servers and webhooks.
CRM & Sales
Salesforce Sales, Service & Experience Cloud, custom objects, Apex, LWC and Flows — grounded and record-aware.
Productivity & Email
Microsoft 365, Google Workspace, Gmail, Calendar, Drive, OneDrive and SharePoint — via per-user OAuth.
Messaging & Collaboration
Slack, Microsoft Teams and collaboration tools — read context and post updates on approval.
Developer & DevOps
GitHub as a first-class code provider, plus Jira and issue trackers — browse, edit and run real git.
Knowledge & Docs
RAG over folders, files and chunks with embeddings and citations, plus PDF, Word, Excel, CSV and OCR.
Databases & APIs
REST, GraphQL, SQL databases, custom MCP servers and webhooks — reach the long tail via the connector layer.
Long-tail and enterprise systems are reachable through the connector layer, REST/GraphQL or MCP — not every one is a bespoke certified integration.
One platform · two editions
Every solution, in either edition
The Workmates and outcomes on this page run the same in both editions. Same AI engine, governance, connectors and model routing — the only difference is where it runs.
AgenTorQ Cloud
A standalone AI workspace connecting Salesforce, enterprise applications, documents, APIs, databases and multiple AI providers — no CRM required, no install.
- Instant start
- 600+ connectors
- Cross-team rollout
- Central governance
AgenTorQ for Salesforce
A native AppExchange managed package that installs inside Salesforce and brings AI Workmates to every record page, utility bar and workflow — enforced in USER_MODE, data stays in Salesforce.
- LWC, Apex & Flow
- Record-aware AI
- Salesforce security
- Admin-managed
Same AI engine · Same Workmates · Same governance · Same connectors · Same model routing. Different deployment.
Why teams choose AgenTorQ
The wedge behind every solution
The same differentiators run under Sales, Service, Operations, IT and Developers — one governed, open, multi-model platform instead of a locked-in copilot.
Connect anything
600+ connectors via per-user OAuth, plus REST, GraphQL, databases, MCP servers and webhooks — Salesforce and hundreds of enterprise apps.
AI at cost · BYOK
Bring your own keys and pay model providers directly — no per-message metering and no per-seat AI tax on top.
Deploy anywhere
One engine, two deployments — standalone AgenTorQ Cloud or the Salesforce-native managed package.
Governed & auditable
Action approvals, RBAC in USER_MODE, PII masking and an immutable audit trail — a compliance-ready architecture.
Cited answers
Secure RAG grounds every answer on your records and documents with sources — traceable, not hallucinated.
Multi-model routing
The Intent Router sends each turn to the right model across 14+ providers, with cost control and fallback.
Workflow actions
Create and update records, run Flows and send email — real work executed behind approval cards.
DevSpace Studio
An AI-native, VS Code-style IDE for Apex, LWC and Flow with real GitHub git — Claude-Code-grade quality.
AI Workmates
Role-aware agents with per-user memory and 218 templates — one platform behind every team.
FAQ
Solutions, answered
Common questions about AI Workmates, the teams they serve, and how AgenTorQ stays governed across Salesforce and enterprise apps.
What is an AI Workmate?
An AI Workmate is a role-aware AI agent that reads your data, reasons over your knowledge, and takes approved actions. The same governed engine powers a Workmate for every team — Sales, Service, Operations, Admin and Developer — running as a standalone web workspace or natively inside Salesforce.
Which teams can use AgenTorQ solutions?
Five personas: Sales (account briefing, opportunity risk, follow-up drafting, proposal assistance, forecast hygiene), Service (case summarization, recommended response, knowledge search, escalation prep, SLA risk detection), Operations (workflow automation, approval routing, data cleanup, report explanation, internal assistant), IT/Architecture (multi-model governance, AI auditability, API integration, connector strategy, deploy anywhere), and Developers (Apex review, LWC edits, Flow explanation, test generation, GitHub PR workflow).
Do AgenTorQ solutions work outside Salesforce?
Yes. AgenTorQ is an enterprise AI platform, not a Salesforce-only app. It works with Salesforce and hundreds of enterprise applications — Microsoft 365, Google Workspace, Slack, Teams, GitHub, Jira, SharePoint, Drive, databases, REST APIs and MCP servers — through 600+ connectors and the connector layer.
How are AI actions kept governed and auditable?
Every write and destructive step is gated behind an approval card routed to the right role, and every prompt, action and model call is captured in an immutable audit trail. In the Salesforce-native edition, access is enforced in USER_MODE with RBAC, FLS and sharing. It is a compliance-ready architecture with named PII masking and guarded data access.
What can the Developer Workmate do?
Inside DevSpace Studio — an AI-native, VS Code-style IDE — it reviews Apex, proposes surgical LWC edits, explains Flows with a diagram, generates Apex tests with a coverage gutter, and runs real git on GitHub (branch, PR, list, merge). It follows an ask, plan, edit, diff, approve, deploy, test and fix loop, with you approving before any deploy.
Can I use AgenTorQ as a standalone workspace and inside Salesforce?
Yes. AgenTorQ has two deployment editions of one platform: AgenTorQ Cloud, a standalone web workspace that needs no Salesforce, and AgenTorQ for Salesforce, a native AppExchange managed package. Both share the same AI engine, Workmates, governance, connectors and model routing — only the deployment differs.
Which AI models do the Workmates run on?
Any of 14+ AI providers on your own keys (BYOK) — OpenAI, Anthropic Claude, Google Gemini, xAI Grok, DeepSeek, Mistral, Groq, SambaNova, Cerebras, Perplexity, MiniMax, AI21, HuggingFace and self-hosted Ollama — plus a generic OpenAI-compatible adapter. The Intent Router routes each turn to the right model with cost control and fallback.
Put AI Workmates to work for your teams
See AgenTorQ applied to your Salesforce and enterprise workflows — from account briefings to approval routing to Apex review — in a live, tailored demo. Or start instantly in the standalone workspace.
reachout@agentorq.com