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Klient PSA - Project Agent
Ask your projects a question. Get answers instantly.
- Actions: 4Subagents: 4Agents: 1
- Industries
- Horizontal ProductHigh TechProfessional Services
- Business Need
- ProductivityEnterprise Resource PlanningProject 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- AppExchange Partner ProductsTo use this solution, you need this AppExchange partner product.
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Klient Agents/ver 0.1 0.1.0
- Listed On
- 01/05/2026
- Latest Release
- 01/05/2026
- Actions: 4Subagents: 4Agents: 1
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce 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 MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 1Custom Apps: 0
- Lightning Components
- Global: 2App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
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Klient Inc.
Montreal, Quebec, Canada