AgentIQ: AI Agents for Salesforce

A5 AgentIQ is a proprietary Salesforce Agentforce Accelerator that deploys pre-built, zero-configuration AI agents for Salesforce Sales Cloud and Service Cloud. It eliminates the need for custom development by providing a library of autonomous agents for quoting, case resolution, and account summaries.

Introducing AgentIQ: A5’s suite of pre-built, Salesforce-native AI modules, available for deployment on the Salesforce platform or Slack. Think of them as smart assistants designed to tackle real customer and sales headaches. Appointment chaos? Repetitive queries? Missed follow-ups? AgentIQ solves these. Fast. Each module plugs directly into your Salesforce org, launching quickly and working quietly in the background. This means your teams stay focused — squarely on the customer.

AgentIQ
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Why AgentIQ Delivers Where Others Don’t:

AgentIQ isn’t a generic AI. Every module targets a specific, proven pain point. Built 100% on Salesforce, using Agentforce, it’s inherently secure, scales with you, and deploys remarkably fast. The best part? Your team finds it intuitive, and value appears almost immediately. No complex training. Just results.

See Agents In Action

The AgentIQ Suite: Precision Tools for Real Problems

We build each module with purpose, care, and real-world validation. Here’s what’s ready to work for you:

SalesIQ

  • What it is: A generative AI assistant for Salesforce Sales Cloud.

  • Function: Uses Einstein GPT to draft emails, summarize opportunities, and prompt next-best actions.

  • Benefit: Increases sales rep productivity by automating admin tasks.

RevOpsIQ

  • What it is: An autonomous Revenue Operations agent for Salesforce Revenue Cloud and Slack.

  • Function: Unifies data from Sales, Service, and Revenue clouds directly into Slack channels, providing real-time deal summaries, approval nudges, and “next-best action” recommendations.

  • Benefit: Eliminates “swivel-chair” processes between systems and accelerates complex quote-to-cash approval cycles by up to 30%.

OrderIQ

  • What it is: An autonomous agent for Salesforce Order Management.

  • Function: Instantly retrieves order status and updates cases without human intervention.

  • Benefit: Reduces “Where is my Order?” (WISMO) calls by up to 40%.

 

BookIQ

  • What it is: An automated scheduling agent for Salesforce Scheduler.

  • Function: Manages calendar availability and books appointments directly via chat or web.

  • Benefit: Eliminates scheduling conflicts and reduces no-shows.

AssistIQ

  • What it is: An intelligent self-service agent for Salesforce Service Cloud and Slack.

  • Function: Instantly searches Salesforce Knowledge, PDFs, and documentation to answer repetitive FAQs without human involvement.

  • Benefit: Deflects low-level cases and provides a “safety net” that smartly escalates complex issues to live agents.

EngageIQ

  • What it is: An internal knowledge & onboarding agent for Slack.

  • Function: Empowers employees to ask questions about internal processes (HR, Sales plays, IT) and get instant answers from your organization’s knowledge base.

  • Benefit: Accelerates new hire onboarding and reduces internal support tickets by up to 30%.

See AgentIQ in Action

Watch how autonomous agents unify your revenue operations in real-time.

AgentIQ

One Platform, Endless Transformation You’ve seen how AgentIQ accelerates revenue operations. But it doesn’t stop there. See how we are revolutionizing Field Service by giving technicians mobile-first, zero-touch access to Salesforce data directly from Slack.

Read the Impact Report: AgentIQ for Field Service

Trusted by Industry Leaders

They chose AgentIQ. They saw results. You can too.

mccain
Wind-River-Payments
Interrent

Fast Launch. Effortless Growth.

Getting started with AgentIQ is refreshingly straightforward:

module

Pick Your Powerhouse

We help pinpoint which modules deliver your fastest win.

settings

Plug & Play AI

Our AI accelerators ensure seamless, hassle-free setup in your Salesforce org.

evaluation

See Results, Fast

We stay hands-on from rollout to adoption, driving quick value.

efficiency

Scale Smart

Add more AI modules exactly when you’re ready. Grow your automation, your way.

Frequently Asked Questions about AgentIQ

Is A5 AgentIQ compatible with Salesforce Agentforce? Yes, A5 AgentIQ is built as a native Salesforce Agentforce Accelerator, meaning it is 100% compatible with the new Agentforce architecture and Sales/Service agents.

Do I need to code to use AgentIQ? No. AgentIQ uses a zero-configuration model. The agents are pre-built and pre-trained, allowing you to deploy them immediately without custom Apex coding.

Is there a free version of AgentIQ? Yes, A5 offers a Freemium model for AgentIQ, allowing organizations to test specific agents before scaling to the full suite.

How do I get AgentIQ? AgentIQ is available for immediate download on the Salesforce AppExchange. You can install it today with a Freemium subscription and start using the core features immediately at no cost.

Ready to Make Salesforce Work Harder for Your Team?

See exactly what AgentIQ can do in your environment.

Let's connect
Agentforce Accelerated pop up

Agentforce Accelerated.

Introducing AgentIQ — our new proprietary IP is now LIVE on the Salesforce AppExchange/ AgentExchange.

Don’t build your AI agents from scratch. Deploy pre-built, zero-configuration agents compatible with both Agentforce Sales (Sales Cloud) and Agentforce Service (Service Cloud) immediately.

→Sales: Automate Account Summaries & Quote Creation.

→Service: Resolve cases & search knowledge in minutes.

→Risk-Free: Freemium model available.

Get it on AppExchange
Watch the Demo

Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers brings over 30 years of experience in the “Product-to-Cash” ecosystem. He previously served as the Senior Vice President of Product Management at Salesforce, where he managed the Revenue Cloud Solution Excellence team and helped enterprises globally transform their revenue models.
Prior to his tenure at Salesforce, Brion was the VP & GM of CPQ at Apttus and served as VP of Sales & Success at A5 Consulting. A passionate advocate for veterans, Brion is an Executive Sponsor of Vetforce and actively mentors veterans through the Salesforce Military program, providing personalized career advice to the next generation of leaders.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.