MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Klient PSA - Project Agent

By Klient Inc.

Ask your projects a question. Get answers instantly.

No Ratings
Starting at $500   USD/100k Flex Credit/year
Agentforce ContentsAgentforce Contents
Actions: 4
Subagents: 4
Agents: 1
Industries
Horizontal Product
High Tech
Professional Services
Business Need
Productivity
Enterprise Resource Planning
Project Management
Requires
Agentforce
AppExchange Partner Products

Your projects run on tasks, time, and people. This project agent keeps all three in check. Ask about workloads. Find overdue tasks. Check project health. Get answers in seconds. Built for project managers who need fast, clear visibility.

Highlights

Ask about tasks, timesheets, and resources in plain language

See daily priorities and deadlines in one response

Check team workloads and allocation instantly

Surface overdue tasks across projects or by team member

Review project health—budget variance, milestones, team size

Pull billable hours for client billing preparation

Find tasks by name across all projects

Create new projects from requirements

Match new projects to similar past work for faster setup

Provider Details

Klient Inc.
Montreal, Quebec, Canada
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2015
Website
Email
Phone
1-844-438-5769

The Professional Services Platform Trusted by the Fastest Growing Companies in the World. Klient provides next-generation professional services apps that are fast and easy to deploy and built 100% native on the Salesforce Platform. Klient is the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery. Combining an intuitive UI, real-time visibility, and easy set-up, Klient is the first choice among high-growth businesses. Our software is powerful and flexible and scales to meet the needs of any business

Pricing Details

POC Bundle

$500 USD/100k Flex Credit/year

Lowest Starting Price

More From This Provider

TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups
by Klient Inc.
No Ratings
TOUCHY1 keeps your Klient PSA project up to date automatically. After each meeting it reads the transcript and writes it back to Klient PSA: tasks done, new tasks with owners and due dates, timeline current. No manual update. It also drafts the recap.

Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management
by Klient Inc.
The Salesforce-native PSA for project management, resource management, time tracking & billing — now with nine Agentforce AI agents. Built for professional services firms of 50–1,000 people, from quote to invoice. Salesforce licenses included.

PLANNY1: AI Project Agent for Daily Briefs & Task Updates
by Klient Inc.
No Ratings
PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.