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Klient PSA - Project Agent

Ask your projects a question. Get answers instantly.

Overview

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.

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  • 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

Klient PSA Project Agent brings conversational AI to project management. Your team tracks tasks, logs time, and juggles resources across multiple projects. Finding information means clicking through records. This agent changes that. Ask a question in plain language. Get the answer in seconds. Check daily priorities. Review team workloads. Spot overdue tasks before they become problems. See project health at a glance—budget, milestones, and team size. Need to prep for billing? Ask for billable hours. Planning a sprint? Pull high-priority tasks due this week. Onboarding a new project? Create it from requirements and find similar past projects to use as templates. Built for project managers, resource managers, and consultants who live in Salesforce. No training required. Just ask.

Categories

Business Needs
Productivity
Enterprise Resource Planning
Project Management
Industries
Horizontal Product
High Tech
Professional Services
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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