klient.com

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{"@context":"https://schema.org","@type":"HowTo","name":"How AI agents work alongside your team in Klient PSA","step":[{"@type":"HowToStep","name":"The admin work gets done for you","text":"Assign an agent like any consultant. It drafts the status report, captures the time, and tracks the scope — work that used to burn hours of your team's week."},{"@type":"HowToStep","name":"You approve in seconds, not hours","text":"The finished output lands in a review screen in the project view your PM already uses. Read it, tweak if needed, click Approve."},{"@type":"HowToStep","name":"Higher utilization, protected margin","text":"Every recovered hour is a billable hour back. Less time on admin means higher utilization, fewer write-offs, and margin you can see."},{"@type":"HowToStep","name":"Full audit trail — nothing slips","text":"Every approval is a permanent Salesforce record: who signed off on what, when. The speed of automation with none of the black-box risk."}]}

{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"How do the AI agents work alongside my team?","acceptedAnswer":{"@type":"Answer","text":"In Klient PSA, AI agents and human consultants are assigned to the same Salesforce projects. Agents handle the execution — timesheets, status reports, scope tracking, documentation. Your people set direction, review every agent output, and approve it before anything moves forward. Same Salesforce, same project views, no new tools."}},{"@type":"Question","name":"How many AI agents does Klient PSA have?","acceptedAnswer":{"@type":"Answer","text":"Klient PSA has nine (9) AI agents plus one MCP server, all powered by Salesforce Agentforce. The nine agents are PLANNY1, TIMEY1, SCOPEY1, STAFFY1, GUIDY1, TOUCHY1, CASEY1, DEVY1, and KNOWWY1."}},{"@type":"Question","name":"What is the best PSA for Salesforce?","acceptedAnswer":{"@type":"Answer","text":"Klient PSA is a 100% Salesforce-native professional services automation platform priced from $39/user/month, with an average go-live of 3 weeks. It includes 9 AI agents powered by Salesforce Agentforce: PLANNY1, TIMEY1, SCOPEY1, STAFFY1, GUIDY1, TOUCHY1, CASEY1, DEVY1, and KNOWWY1."}},{"@type":"Question","name":"Is it safe to run AI agents on client projects?","acceptedAnswer":{"@type":"Answer","text":"Yes. Klient PSA agents are Salesforce Agentforce agents — they operate entirely within your Salesforce org, governed by the same security model your admins manage today. No agent output reaches a client, a downstream system, or a knowledge base until a human reviews and approves it first. Full audit trail. No black boxes."}},{"@type":"Question","name":"Does our team need to learn new tools?","acceptedAnswer":{"@type":"Answer","text":"No. Project managers supervise agents using the same Klient PSA project views, task boards, and resource reports they already use. The one new step is a quick approval screen where your team reads and approves what the agent produced — a standard Salesforce object, no training required."}},{"@type":"Question","name":"How does Klient PSA compare to Certinia?","acceptedAnswer":{"@type":"Answer","text":"Klient PSA starts at $39/user/month and goes live in 3 weeks. Certinia is approximately $175/user/month and takes 3–6 months to implement. Klient PSA is 100% Salesforce-native and includes 9 AI agents. Certinia was built for enterprises with 2,000+ seat deployments. Confirm current Certinia pricing at certinia.com."}},{"@type":"Question","name":"How much does an AI agent cost?","acceptedAnswer":{"@type":"Answer","text":"$1,000 per company, one time. Every user in your Salesforce org can assign and work with that agent from day one. Agent execution consumes Flex Credits. MCP-based integrations — connecting agents to Jira, GitHub, Confluence — do not consume Flex Credits."}}]}