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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 95%+ 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
95%+
Classification Accuracy
2k+
Hours Saved
$100K+
Saved Yearly

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 95%, 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 95%+ 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.

95%+

Classification Accuracy

Prompt template hit the accuracy threshold before agent promotion.

$100K+

Saved Yearly

Autonomous case triage saves over $100K in customer support labor annually.

They are experts at blending technology with innovative solutions while ensuring key stakeholders remain informed through regular updates and transparent communication around emerging findings that may require additional decisions or alignment.

Automotive

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

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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