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Case Triage Service Agent

Agentforce
AI
Apex
Custom Development
Implementation
Service Cloud
Industry

Automotive

Size

250+ employees

Impact Statement

BigSolve built an Agentforce service agent that has classified 50,000+ inbound cases at 90%+ accuracy — replacing manual triage with an LLM agent that acts autonomously.

Black background with a faint white grid pattern, forming a subtle textured design.
50k+
Cases Classified
90%+
Classification Accuracy
2k+
Hours Saved
3
Actions Automated

The Challenge

‍

An online used-car buyer's customer support team handles a steady volume of inbound Email and SMS cases — most of them offer cancellations, the rest a mix of status inquiries and auto-reply noise. Routing each case correctly required human triage on every message.

‍

Before partnering with BigSolve, classification ran on a rigid Flow with hard-coded keyword matching, while resolution depended on agents reading every case to decide whether to cancel an offer, escalate for review, or close it out.

‍

They needed an AI-native triage layer inside Salesforce — one that could read free-text customer messages, classify intent reliably, and act on the routine paths without pulling an agent in.

BigSolve’s Approach

The Solution

We build Salesforce experiences that are fast, intuitive, and designed to eliminate the operational clutter slowing teams down.

Summary

An Agentforce service agent that classifies inbound cases and executes the right action — cancel, review, or close — autonomously, with its reasoning posted to each Case's Chatter feed.

Differentiator

Measured rollout — ran the classifier headlessly across thousands of real cases until accuracy crossed 90%, then promoted to a full service agent only when the data justified it.

Process Overview

Discover

Mapped the support team's inbound case patterns and the legacy triage flow's failure modes.

Design

Built a Flow + Prompt Builder classifier and ran it headlessly to measure real accuracy.

Build

Iterated the prompt template until classification crossed the 90%+ benchmark.

Deploy

Promoted the proven classifier into an Agentforce service agent with autonomous actions.

Results

These numbers reflect the real-world value of optimized Salesforce workflows built to remove bottlenecks and enhance operational performance.

50k+

Cases Classified

Prompt-template classifications across the headless flow pilot and the live agent.

90%+

Classification Accuracy

Prompt template hit the accuracy threshold before agent promotion.

2k+

Hours Saved

Manual triage time recovered by automating classification and the three downstream actions.

They worked seamlessly with our internal stakeholders to harness Salesforce's Agentforce and LLM capabilities, successfully automating our cancellation workflows and achieving a significant reduction in manual agent volume.

Automotive

We specifically had a custom TCPA integration built into our system, which has helped give our company a strong proactive angle to ensuring legal compliance.

Financial Services

His expertise, creativity, and tenacity on this important project has now allowed us to gather and report on business-critical volunteer activities.

Nonprofit

BigSolve was instrumental in Salesforce implementation. Extremely responsive and high quality of work. Highly Recommended!

Financial Services

George has the ability to challenge our needs against our now and future process. This has allowed us to take great strides within our organization and reimagine more simpler ways to manage our operations and train those coming onboard.

Financial Services

BigSolve performed great and met all expectations for our project. We highly recommend their services, and will be using them again in the future.

Healthcare & Life Sciences

BigSolve was instrumental with optimizing our Salesforce org structure. They were able to help with everything from territory management to email deliverability, and we are already seeing improvements in sales.

Healthcare & Life Sciences

Yes absolutely.

Financial Services

Not only did he build a highly functional API, but he also ensured that the data flows smoothly and efficiently, improving accessibility and usability for our sales team. His work has streamlined our processes, eliminating manual inefficiencies and enabling real-time data access within Salesforce.

Financial Services

The process was flawless with no issues, resulting in a seamless merger that ensured business continuity for our collective team. A+++ all around.

Financial Services

BigSolve maintains every quality you could hope for in a contracted team and their completed work has been consistently excellent and on-time.

Automotive

Get Started with an Expert-Led Discovery

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