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Use cases

Use cases by team — in the browser or inside Salesforce.

Twelve ways teams put governed AI Workmates and Auto-Pilot crews (early access) to work. Each card shows the problem, what the Workmate or crew does, the capabilities it uses, the edition, and how it helps.

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All use cases

Team
Edition

12 use cases shown

Sales / RevOpsCloud (browser)Salesforce

Account and pipeline briefings before every call

The problem
Reps piece together account context from the CRM, their inbox and team chat, and still walk into calls missing the latest escalation.
What the Workmate does
The Sales Workmate summarizes open opportunities, flags stalled deals and drafts the follow-up, citing the records, emails and messages it used. Tasks and record updates are proposed on an approval card.
Capabilities it uses
Answers with sources400+ connected appsPer-user OAuthApproval cards

How it helps

  • What gets easier: One question replaces a tour of three tools.
  • The risk it removes: No unsourced claims about a customer reach the rep.
  • The control you keep: Nothing is written to the CRM until the rep approves.
Sales / RevOpsSalesforceAuto-Pilot · Early access

Auto-Pilot renewals crew that keeps opportunities current

The problem
Next steps and follow-up fields drift out of date between pipeline reviews, and nobody has time to sweep every record.
What the crew does
Describe the job in one sentence and Auto-Pilot suggests a Sales crew you can edit. The crew watches the opportunities you choose, finds its own work on a schedule, and either applies updates automatically or asks first.
Capabilities it uses
Auto-Pilot (early access)Named rules and never-touch fieldsDaily limits and working hoursReceipts and undo

How it helps

  • What gets easier: Routine record work gets done without extra headcount.
  • The risk it removes: Fields you mark never-touch are left alone, and auto-pause stops a crew.
  • The control you keep: Every change leaves a receipt and can be undone.
ServiceCloud (browser)Salesforce

Case answers grounded in records and knowledge

The problem
Answers are buried in long case threads and knowledge articles, so replies are slow and inconsistent.
What the Workmate does
The Service Workmate reads the case and the knowledge base, answers with citations, drafts the reply for the agent to edit, and proposes record updates behind an approval card.
Capabilities it uses
Cited RAG over files and recordsEnterprise searchEdit formsApproval cards

How it helps

  • What gets easier: Agents start from a sourced draft instead of a blank reply.
  • The risk it removes: Answers come only from approved sources scoped to the agent's access.
  • The control you keep: Updates and sends wait for the agent's approval.
ServiceSalesforceAuto-Pilot · Early access

Auto-Pilot service crew that tidies case records

The problem
Case fields are left incomplete after busy shifts, which makes queues and reports harder to trust.
What the crew does
A Service crew watches the case records you choose on a schedule and suggests field updates. Each rejected suggestion becomes a lesson, so the crew gets better the more you use it.
Capabilities it uses
Auto-Pilot (early access)Lessons from every rejectionLive feed with chartsJob board with Try again

How it helps

  • What gets easier: Record hygiene happens in the background.
  • The risk it removes: Failed jobs show their reason on the job board instead of failing silently.
  • The control you keep: Choose, per crew, whether changes apply automatically or ask first.
Deal deskCloud (browser)Salesforce

Quote and proposal drafting from CRM data

The problem
Each quote and proposal takes hours of copying figures and terms from several systems.
What the Workmate does
A Workmate drafts from CRM data and your approved templates, cites where each detail came from, and hands the draft back for review before anything is sent.
Capabilities it uses
Document intelligence (PDF, Word, Excel, CSV)Answers with sourcesSend email behind approval

How it helps

  • What gets easier: Drafts start from the record, not from memory.
  • The risk it removes: Every figure in the draft points back to its source.
  • The control you keep: Emails and record changes are approved before they run.
Deal deskSalesforceAuto-Pilot · Early access

Auto-Pilot deal desk crew with guidance you set

The problem
Deal records need the same checks every day, and the rules live in people's heads.
What the crew does
Start from the Deal desk crew kind, write your guidance as named rules, and let the crew check the records you choose. Use the Ask panel to question the crew's own work; proposed changes come back as Apply cards.
Capabilities it uses
Auto-Pilot (early access)Named rulesAsk panel with Apply cardsEngine and model per crew

How it helps

  • What gets easier: Your rules are applied the same way every time.
  • The risk it removes: Working hours, daily limits and auto-pause keep a crew inside the lines you draw.
  • The control you keep: Nothing changes without permission, and every change is reversible.
IT / SecurityCloud (browser)Salesforce

A governed AI rollout across the company

The problem
Teams adopt AI tools faster than security can review them, with no shared policy and no record of use.
What the Workmate does
Security sets profile-style roles from a feature-toggle grid, allowlists models per role and workflow, and relies on PII masking and the audit trail on every request.
Capabilities it uses
RBAC, deny-by-defaultModel allowlistsPII maskingImmutable audit trail

How it helps

  • What gets easier: One control plane instead of per-team workarounds.
  • The risk it removes: Named personal data is masked before any prompt leaves.
  • The control you keep: Access is server-enforced; the client can request, only the server decides.
IT / SecurityCloud (browser)Salesforce

Audit evidence for security review

The problem
When AI acts on real systems, reviewers cannot see what it read, what it did or who approved it.
What the Workmate does
Every prompt, tool call, model invocation and write is recorded with actor, role, route, data touched, approval and result — exportable via API for your SIEM and compliance tooling.
Capabilities it uses
Audit trail export via APIApprover identity recordedModel, token and cost tracking

How it helps

  • What gets easier: Evidence exists before anyone asks for it.
  • The risk it removes: No action runs without an attributable user behind it.
  • The control you keep: Export the trail via API to the tooling you already run.
Finance / OpsCloud (browser)Salesforce

Multi-step operations work across systems

The problem
Operations teams re-key data between apps and chase follow-ups by hand every cycle.
What the Workmate does
The Ops Workmate pulls data across connectors, answers from databases with read-first SQL cited to the row, runs Flows and drafts follow-ups — each write held for approval.
Capabilities it uses
Database connectors with DML guardRun Salesforce FlowsREST, GraphQL and MCPCall logging

How it helps

  • What gets easier: The busywork runs through one governed assistant.
  • The risk it removes: Writes to databases are held back until approved.
  • The control you keep: Every connector call is logged.
Salesforce Admin / DevSalesforce

A configuration copilot for Salesforce admins

The problem
Understanding why a validation rule fires, or what a permission change will do, takes time away from the backlog.
What the Workmate does
The Admin Workmate explains schema and validation rules from your org metadata, drafts configuration and manages access with guardrails — enforced in USER_MODE.
Capabilities it uses
USER_MODE CRUD/FLS and sharingSchema introspectionApproval-gated changes

How it helps

  • What gets easier: Plain-language answers about your own org.
  • The risk it removes: The AI cannot read or write beyond the running user.
  • The control you keep: Changes are proposed, not applied, until approved.
Salesforce Admin / DevCloud (browser)Salesforce

Apex, LWC and Flow changes with diff, tests and approval

The problem
Small Salesforce changes still mean context switching between the editor, the org, git and the test runner.
What the Workmate does
In DevSpace Studio the Developer Workmate reads the code, proposes a diff, runs Apex tests and deploys after you approve — with real git on GitHub. Plan mode never deploys.
Capabilities it uses
DevSpace StudioSurgical diffsDeploy and Apex testsOperating modes

How it helps

  • What gets easier: Ask, plan, edit, diff, approve, deploy, test and fix in one window.
  • The risk it removes: Deletes always confirm and Plan never deploys.
  • The control you keep: You set how much autonomy the Workmate gets.
LeadershipCloud (browser)Salesforce

Cross-system answers for leadership reviews

The problem
Leaders wait for someone to assemble what changed across pipeline, service and delivery.
What the Workmate does
Ask a Workmate across connected systems and get an answer that cites its sources, while usage, model and cost tracking show how AI is being used by each team.
Capabilities it uses
400+ connected appsAnswers with sourcesPer-team attribution14+ providers on your own keys

How it helps

  • What gets easier: A sourced answer instead of a slide chase.
  • The risk it removes: No team is silently locked to one model vendor.
  • The control you keep: Model choice and spend stay visible and policy-controlled.
How it helps

The same controls behind every use case.

Without AgenTorQ

  1. Someone copies customer details into a consumer chatbot to get a summary.
  2. The answer arrives with no sources, so nobody can check it.
  3. They switch to the CRM, email and chat to find what actually happened.
  4. The record is updated by hand, or not at all, with no review.
  5. Nobody can say later what the AI saw or what changed.

With AgenTorQ

  1. The person asks a Workmate in the browser or on the Salesforce record.
  2. Personal data is masked and the request runs on the provider you chose, on your own key.
  3. The answer cites the records, messages and files it used, across 400+ connected apps.
  4. The proposed update waits on an approval card with a preview of the change.
  5. Every step lands in the audit trail — and Auto-Pilot crews (early access) leave a receipt you can undo.

Try these use cases on your own systems.

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