Smartsheet blazes the agentic trail with clear KPIs and measurable business impact.
47%
Case deflection via AI-powered self-service tools
30 mins
First response time under 30 mins, any time of day
54 mins
Saved per agent, per day, by streamlining support tasks
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Smartsheet helps teams plan, track, automate, and scale work with a flexible, collaborative platform for project and process management.
Software
San Francisco, CA
"Fantastic domain knowledge, excellent communication and practical, results oriented design and project management…you are the best partner we’ve ever worked with and thank you for all the hard work!"
— Earl Wright, Sr. Director, Global Support Operations at Smartsheet
Challenge
After initially self-implementing the Service Agent, Smartsheet was looking for a partner to help them leapfrog their competition by weaving agentic AI throughout their processes.
Solution
The multi-phase solution will help Smartsheet to utilize Agentforce to get faster action resolution, improve client alignment, enhance collaboration, and make data-driven decisions.
→ Agentforce Setup
→ Agentforce Topic Configuration
→ Configure Unstructured Data
→ Ingestion Document Library
→ Custom Google Drive Add-on
→ Fixed Capacity Team